Assigned Projects
14 active projects assigned to Danielle Ortiz
This Week at a Glance
T-5000 · P-1001
Riverbend Apartments
Silverpeak Multifamily
OverdueMediumRevisionVE RequestSpec Package
Project Type
Multifamily
Location / State
Austin, TX
Sales Rep
Trevor Nash
Request Source
Email
Request Type
Revision
Work Indicator
VE Request
Assigned Estimator
Danielle Ortiz
OneDrive Folder
Riverbend Apartments / Estimate Prep
Original Due
2026-06-25
Extended Due
2026-06-29
NetSuite Reference
Not in NetSuite
Current Status
Overdue
Guided Workflow
What needs to be done?
Standardized activities for state: Revision
20%
1 of 5 complete
- Review revision request detailsCompleted by assignee
- 2Compare against prior quoteCurrent action
- 3Update affected line items
- 4Update NetSuite estimate memo/reference
- 5Submit revised quote for review
OneDrive Documents
Riverbend Apartments / Estimate Prep
- Estimate Prep FolderFolder · 24 items
- Plan Set — Full Set.pdfPDF · 12.4 MB · today
- Fixture Schedule.xlsxExcel · 214 KB · today
- Count Sheet.xlsxExcel · not yet uploaded
- Customer Email Attachment.msgOutlook · 1.1 MB · yesterday
- Revision Notes.docxWord · 32 KB · today
Quick Actions
Teams Chatter
Danielle Ortiz, Trevor Nash, Priya Raman, Inside Sales
TN
Trevor Nash·Sales Rep·Yesterday · 4:12 PM
Customer confirmed fixture package for Riverbend Apartments. Please proceed with pricing and flag anything unusual.
DO
Danielle Ortiz·Estimator·Yesterday · 5:38 PM
Started the takeoff. Need clarification on emergency lighting scope on Level 2 — spec sheet references different fixtures than the plan set.
PR
Priya Raman·Project Manager·Today · 8:04 AM
@Danielle architect is sending updated spec today. Hold Level 2 counts until then.
IS
Inside Sales·Inside Sales·Today · 9:17 AM
NetSuite estimate memo updated with revision reference. Ready when you are.
NetSuite Estimate Work
Not in NetSuite
No NetSuite record — coordination task only.