### Documentation

**Reference catalog.** New here? Read [What is Surfaice?](/docs/concepts/what-is-surfaice/ai) and [Skills](/docs/guides/skills/ai) first. **Sitefolio** is a construction project tracker some retailers use alongside Smartsheet or Procore.

These skills support **store development and construction program** teams. They typically connect to project trackers (Smartsheet, Sitefolio, Lucernex project modules), SharePoint, and email.

## Pipeline & program status

| Skill | What it does |

| --- | --- |

| `construction-pipeline` | Upcoming construction starts, preconstruction pipeline, permit tracker |

| `construction-starting-by-timeframe` | Construction starts by week/month window |

| `preconstruction-projects` | Projects before construction start, readiness by approval stage |

| `project-operations` | Store-development status, blockers, owners, milestone changes, risks |

| `reports-and-status` | Risky projects, schedule risks, deep dives, immediate attention list |

| `risky-projects-analysis` | Portfolio risk ranking by overdue milestones and root causes |

| `projects-need-immediate-attention` | Critical items due this week, top focus list |

| `recent-status-changes` | What changed in the last 7 days across projects |

| `missing-info-audit` | Data completeness gaps blocking progress |

| `stalled-project-audit` | Projects with no recent activity |

## Permits & jurisdictional

| Skill | What it does |

| --- | --- |

| `permits` | Delayed permits, submissions, landlord approval, CD status, municipality comparison |

| `permits-delayed` | Permits pending beyond threshold |

| `permit-submissions-this-week` | Recent permit submission activity |

| `municipalities-longest-permit-times` | Slowest cities for permit approval |

| `building-department-comments` | Plan review comments, outstanding vs resolved |

| `cd-set-status` | Construction document set approval status |

| `waiting-for-landlord-approval` | Projects blocked on landlord sign-off |

## Schedule & milestones

| Skill | What it does |

| --- | --- |

| `projects-behind-schedule` | Timeline risks, overdue critical milestones |

| `projects-with-schedule-risks` | Handover/opening conflicts, schedule risk trends |

| `schedule-risk` | Behind-schedule stores, overdue milestones, stalled projects |

| `schedule-analysis` | Diagnose delays and undocumented schedule risks |

| `schedule-cascade` | Propagate a date change through dependency chain before confirming |

| `cascade-date-update` | Batch cascade date updates after milestone moves |

| `possession-dates-update-needed` | Stores with stale or missing possession dates |

## Openings & handover

| Skill | What it does |

| --- | --- |

| `opening` | Final inspections, handover-to-opening duration, punch readiness |

| `store-openings` | Upcoming openings, stores without handover, turnover readiness |

| `handover-to-opening-timeline` | Median days from handover to opening by region/design |

| `completed-final-inspections` | Stores past final inspection, punch still open |

| `punch-list-status` | Punch completion % for opening stores |

| `stores-opening-without-handover` | Opening risk, missing handover |

| `stores-ready-for-handover` | Stores cleared for handover |

| `stores-opening-next-timeframe` | Openings in the next week/month |

## Closeout & allowances

| Skill | What it does |

| --- | --- |

| `closeout` | Closeout documents, warranty walks, pending closeouts |

| `closeout-check` | Construction closeout audit with TI allowance focus |

| `projects-need-closeout` | Opened stores still missing closeout package |

| `closeout-completion-rates-quarter` | Closeout velocity by quarter |

| `construction-allowance-request` | Draft construction allowance request letters |

| `ti-allowance-tracker` | Track tenant improvement allowance status |

## People & vendors

| Skill | What it does |

| --- | --- |

| `contractors` | PM workloads, GC assignments, vendor assignments, PM performance |

| `pm-workloads` | PM capacity and distribution |

| `pm-performance-report` | On-time delivery and active project load by PM |

| `projects-by-gc` | All projects for a general contractor |

| `gcs-multiple-projects` | GCs with multiple concurrent active jobs |

| `projects-need-site-super` | Construction starting soon without superintendent |

| `assigned-vendors-for-project` | Vendor assignments by category for a store |

## Site intake & opportunities

| Skill | What it does |

| --- | --- |

| `site-survey` | Site survey queue, readiness blockers, vendor requests |

| `identify-projects-needing-site-survey` | Pipeline gaps, surveys not ordered |

| `identify-projects-needing-deal-sheet` | Projects missing deal sheets |

| `opportunities` | High-traffic venue scouting, pipeline gap analysis |

| `high-traffic-venue-scout` | Anchor and traffic analysis for site selection |

| `deal-sheet-generation` | Generate deal sheet from abstraction artifacts |

| `new-project-intake` | Controlled intake for new construction projects |

| `sitefolio-project-creator` | Create projects in Sitefolio |

## Portfolio analytics

| Skill | What it does |

| --- | --- |

| `new-stores-by-state` | Openings geographic distribution |

| `relocation-projects` | Relocation pipeline |

| `malls-with-multiple-projects` | Multi-store mall coordination |

| `design-upgrades` | Stores with design upgrade programs |

| `stores` | Store portfolio analysis by attributes |

| `store-development` | Full retail build playbook across lifecycle phases |

## Batch updates & workflows

| Skill | What it does |

| --- | --- |

| `batch-project-update` | Update fields across multiple projects |

| `edit-workflows` | Batch updates, cascade dates, validated status transitions |

| `status-transition` | Move projects through defined status gates |

## Example prompts

```

<code class="prose-module__c8L9oW__code">construction-pipeline, what starts next 30 days?

Which permits-delayed stores are blocking construction?

projects-need-immediate-attention

punch-list-status for stores opening next month

handover-to-opening-timeline for Q3 openings

site-survey queue, what's blocked on LOD?

</code>

```

- [Construction & closeout use case](/docs/use-cases/construction-and-closeout/ai)

- [Reporting skills](/docs/skills/reporting/ai)

- [Lease & portfolio skills Previous](/docs/skills/lease-and-portfolio/ai)

- [Estimating & bid skills Next](/docs/skills/estimating-and-bids/ai)

### Documentation

# Store development skills

## Pipeline & program status

## Permits & jurisdictional

## Schedule & milestones

## Openings & handover

## Closeout & allowances

## People & vendors

## Site intake & opportunities

## Portfolio analytics

## Batch updates & workflows

## Example prompts

## Related