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Cornerstone Investment Group Project OS
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Mapping

Big-picture operating map for project placement and process flows

Urgency × Process Area

Click a card to quick-edit · "+" to add a project in that slot

● Auto-save ON — field edits write directly to Sheet
📊 Open Sheet ↗

Operations Hub Link

Connect to the broader operating-system view for all departments, processes, and tools.

Core Process Map

Acquisitions, investor relations, operations, marketing, finance, and leadership lanes.

Where This Project Belongs

Use this to decide which process owns the project and who leads it.

Leadership / Team Structure

High-level accountability chart with clear ownership across the company.

Role Responsibilities

What each role owns, which projects they lead, and which handoffs belong to them.

User Setup

Add and edit team members - coming in a future phase.

Process Flow Library

Step-by-step flows for acquisitions, investor communications, operations, and reporting.

Connected Apps

Where work leaves Project OS and moves into Drive, Sheets, Calendar, or automated workflows.

Decision Points

Gates, approvals, and branch points so people can follow the right path.

✦ Scope Builder

AI-guided interview — generate a complete project scope document in minutes

Question 1 of 9

Your Dash

Personal command center - tasks, projects, and updates filtered to you

AI Personal Summary

Select a team member above to see their summary.

📅 Calendar

Click a project chip above to load its upcoming events.

Important Emails

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Action Center

Top Tasks
All To-Dos
My Projects

Recent Updates

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AI Project Overview

📅 Project Calendar

Select a project to see its calendar events.

Project Mind Map

Update History

Saved to Sheets

To-Dos

Not linked

📋 Templates

Apply the DD Acquisition Template or create custom task templates.

📅 Project Timeline

Sub-Projects

📧 Gmail — Project Emails

💬 Project Chat

Shared Room

Linked Resources

or paste a URL
Quick picks

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Link Google Tasks List

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+ Add Sub-Project

Create a sub-project under the current project.

📋 Apply DD Template

Set PSA Day 0 to auto-populate Gantt phases and To-Do tasks.

📋 Create Template

Build a reusable task checklist for any project type.

Apply Template

Tasks will be appended to this project.

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