Project Status Update
Turn rough notes into a concise leadership update with progress, blockers, milestones, owners, and due dates.
Get access to ChatGPT, find practical prompts and tools, and learn Coastal's AI rules for responsible use.
Three clear paths for the most common needs.
Turn rough notes into a concise leadership update with progress, blockers, milestones, owners, and due dates.
Ranks users by credits and highlights the most-used ChatGPT Projects and custom GPTs from the latest imported exports.
Use approved tools, keep sensitive information out unless specifically authorized, and treat AI output as a draft that requires qualified human review.
A practical, non-technical guide to where AI helps across the construction lifecycle, where human review is required, and where AI should not be used on its own.
ChatGPT can help you write, summarize, analyze, explain, brainstorm, and organize information. It works best when you provide clear context and review the output before using it.
AI can accelerate the work, but Coastal employees remain responsible for judgment, accuracy, approvals, and final decisions.
Project teams work across drawings, specifications, emails, meeting notes, schedules, estimates, reports, photos, and contracts. AI can help organize and transform that information into useful drafts and insights faster.
Use the examples as starting points, then apply Coastal's review and approval process.
Organize inputs and accelerate early analysis.
Turn project information into clearer communication.
Make daily information easier to understand and reuse.
Support teams with repetitive knowledge work.
Coastal's official training record belongs in Absorb LMS. This page gives you the access path and a personal practice checklist once your account is ready.
Open the ChatGPT course in Absorb. Absorb remains the system of record for assignment, completion, certification, and employee training history.
After completing the course, use the Forms Queue to request a ChatGPT license. IT can confirm eligibility, assign the license, and provide sign-in instructions.
Use your Coastal-managed account. Begin with an email, summary, checklist, or explanation that is easy to review.
Open ChatGPTThe progress widgets below are optional practice and are stored only in this browser. They do not replace assigned LMS courses or completion records.
Check items off as you practice. Your progress stays on this device.
Example: Act as a construction project manager. Turn these notes into a leadership update. Use a professional tone, keep it under 200 words, and include risks, owners, and due dates.
Use these self-paced widgets to build confidence and support instructor-led sessions. Absorb LMS remains the official source for assigned courses, completion tracking, and training records.
Checking boxes here does not enroll an employee, create a certification, or update an LMS record. Use Absorb for formal company training.
The modules provide a strong framework for live demonstrations, department workshops, and office hours without creating a second enrollment system.
Open approved and Beta tools directly when a launch link is available. Tools marked In Review are informational only and do not yet have a live launch button.
Personal accounts and unapproved public AI tools are not permitted for Coastal work. Tool availability may depend on licensing, workspace settings, project approval, and governance review.
Use this page for AI ideas, workflow improvements, resource suggestions, and publishing requests. ChatGPT licenses and all other access requests must be submitted through the Coastal IT Request Form.
All access requests are handled by IT through the Forms Queue.
Find practical guides, checklists, templates, and videos at the moment you need them. Where Procore, Absorb, Egnyte, or another department already owns the source, this hub should link to it instead of duplicating it.
Each published resource should identify its owner, last-reviewed date, and authoritative source so employees know what is current.
These guides are quick-reference resources that explain when to use a process, why it matters, and the recommended steps or template. The listed department owner and source of truth remain responsible for the current approved version.
Do not upload meeting recordings, audio, video, transcripts, or transcription files to AI tools. The meeting guides below are intended for notes written by an employee.
Coastal's current approved ChatGPT options include GPT-5.5 and GPT-5.6. GPT-6.0 is currently in testing. Model availability may change as Coastal evaluates and approves new capabilities.
Email drafts, document summaries, policy drafts or rewrites, meeting support from employee-written notes, basic research, option comparisons, and concept explanations.
Contract comparisons, creating or analyzing complex proposals, project KPIs, executive deliverables, and financial or operational analysis.
Complex legal-claims analysis, sophisticated financial-modeling logic, advanced engineering reasoning, and network or application architecture and integration design.
Novel optimization problems, extremely complicated technical investigations, and research synthesis involving conflicting evidence.
Advanced research and development, difficult software architecture, in-depth quantitative research, and hard scientific or engineering problems.
Move up when the task requires deeper analysis, more difficult tradeoffs, or advanced technical reasoning. Higher effort can take longer and never replaces human review, source verification, or required approvals.
Use these steps only for plugins that Coastal has enabled for your role. Plugins preserve the source system's existing permissions and should be used only with your Coastal-managed accounts.
If a plugin is missing, the Connect button is disabled, or the requested access is broader than expected, stop and submit the Coastal IT Request Form. Do not use a personal account, create your own connector, or paste credentials or API keys into ChatGPT.
Search, summarize, and work with Egnyte files you are already authorized to access.
Use the Procore plugin only when it is enabled for your Coastal role and project access.
The ChatGPT plugin connection is separate from Procore AI and Data Grid access inside Procore.
Use the path that matches where you are working: Egnyte on the web, Windows File Explorer, or the Egnyte mobile app. The same guide also explains how to change the AI model and the file or folder included in the chat.
Use these controls when you need a different model or want Egnyte AI to work with another file or folder.
Egnyte provides several related AI experiences. Use only features and agents approved for Coastal, remain within your existing folder permissions, and verify important answers against the cited source files.
Ask natural-language questions, summarize authorized files, analyze supported spreadsheets, and generate review-ready content from Egnyte sources. Existing Egnyte access permissions continue to control what you can retrieve.
Agents are conversational tools configured for repeatable tasks such as reviewing, writing, translating, creating content, or retrieving information from approved sources. Use published Coastal-approved agents; creating or configuring an agent that takes actions or adds connectors requires prior IT / Emerging Technology approval.
Knowledge Bases turn approved Egnyte folders into searchable information hubs that answer questions and cite source files. Egnyte is transitioning Knowledge Bases into Agents during 2026, so newly created or converted experiences may appear under the Agents area.
Egnyte AI, Agents, and Knowledge Bases should only use sources you are authorized to access. Open the cited source files and verify material facts before relying on an answer or using it in an operational deliverable.
OpenAI links open official Academy courses and plugin guidance. Egnyte links open official connection, AI Assistant, Agents, Knowledge Base, and mobile documentation. Only approved, published resources are listed.
Ready-to-use prompts for common work. Replace bracketed text, remove anything you do not need, and review the output before use.
Open a department to see recommended workflows, example prompts, training priorities, and governance reminders for that team.
View user rankings by credits and the most-used ChatGPT Projects and custom GPTs from the latest manually imported CSV exports.
A plain-language guide to Coastal's current AI Use and Governance Policy and supporting AI Standards. The attached source documents always take precedence over this summary.
Both documents are Version 0.1, dated August 18, 2026. The policy establishes Coastal's principles and accountability; the standards define current access categories, data rules, action boundaries, connector requirements, and request processes.
Responsible use, approved environments, data handling, acceptable use, human oversight, roles, incidents, and enforcement.
Current approved AI access categories, embedded AI rules, data handling, assistance-versus-action controls, connectors, agentic AI, and approvals.
If you could perform the work yourself with the same data and authority, AI may generally assist in an approved environment. If AI will act on your behalf, cross system boundaries, change records, or communicate automatically, separate authorization is required.
Product availability can change. Use only Coastal-managed environments and follow the current AI Standards.
ChatGPT Enterprise, Egnyte AI, Procore AI, and Microsoft 365 Copilot (free version) when accessed through Coastal's managed environment.
Generally approved when they stay inside the application's normal authentication, permissions, storage, and approved data flow.
Claude Team, Microsoft 365 Copilot (paid version), and other role-specific tools require approval based on business need, licensing, and availability.
Computer-use, multi-agent, scheduled, persistent, or other AI that takes actions on a user's behalf requires prior approval from the VP of Emerging Technology.
Use the data only when you are authorized, the environment is approved, and no client, contract, project, legal, regulatory, or classification rule restricts AI use.
Ask the data owner, IT, Legal, or Emerging Technology before uploading or processing the information.
AI may prepare work for a human to review. Actions that change systems, send communications, create commitments, or run autonomously require additional controls.
| AI behavior | Status | Required control |
|---|---|---|
| Draft, summarize, research, analyze, recommend, or prepare content | Allowed | A qualified employee reviews the result before operational or external use. |
| Create an email or message draft | Allowed | The employee reviews and manually sends the communication. |
| Populate a draft form, record, or document | Generally allowed | A human performs the final submit, save, or approval action when the action is consequential. |
| Automatically send an email, Teams message, text, or other outbound communication | Not authorized | Automatic or agentic outbound communication is not authorized at this time. |
| Change, submit, approve, delete, move, or transmit business records | Requires authorization | Obtain specific agentic-use approval from the VP of Emerging Technology. |
| Purchase, pay, contract, commit, approve, or transact | Requires authorization | Existing business authority and all other required controls remain mandatory. |
| Run a persistent or scheduled agent across systems | Requires authorization | Scope, permissions, logging, human checkpoints, shutdown controls, duration, and ownership must be approved. |
AI does not remove Coastal's existing access, review, approval, confidentiality, records, safety, or contractual requirements.
AI access may not exceed your own. Do not use AI to search for, infer, retrieve, summarize, expose, or act on information you are not normally authorized to access.
Use only Coastal-authorized plug-ins, browser extensions, MCP servers, APIs, external models, add-ons, and data connections. Submit needed integrations to IT.
The same approval hierarchy still applies. Read and understand the final content, verify material facts, and obtain the same review that would be required without AI.
Stop and request review if a native feature adds autonomous actions, external connectors, new third-party data flows, broader permissions, or a material change to where data is processed.
Report it promptly to the IT Help Desk and the Vice President of Emerging Technology. Preserve relevant prompts, outputs, screenshots, drafts, logs, and records when practical. Do not conceal, delete, or independently remediate evidence unless directed by the response team.
Plain-language answers for employees who are new to AI, training, access, and Coastal's tools.
A quick reference for the language used throughout the AI Hub, ChatGPT, training, governance, and internal tools.