For: Anyone trying to find a specific piece of information
A reverse index. Start with the question; end with the file path.
Operational questions
| You want to know... |
Look at... |
| What's deferred or in-flight right now? |
State (this portal) → relevant tab |
| What capabilities does the business demonstrate? |
Skills (this portal) |
| How does an engagement get set up? |
How-We-Work → Client Engagement Folder Convention |
| What happened in the last 7 days? |
Timeline + Digest |
VG-specific questions
| You want to know... |
Look at... |
| What does a cost code mean? |
02_active/vg/reference/cost-codes/cost-code-system.md |
| Which QB account does X map to? |
02_active/vg/reference/accounting/chart-of-accounts.md |
| Who owns vendor relationship X? |
02_active/vg/reference/people/roster.md |
| What's the intake variable for Y? |
02_active/vg/reference/cost-codes/intake-variable-registry.md |
| What's the property folder template? |
02_active/vg/reference/operations/property-dropbox-folder-structure.md |
| Live numbers for an active flip |
VG portal → Reports · Actualsboard |
Business questions
| You want to know... |
Look at... |
| Past deal performance |
02_active/vg/reference/business/deal-performance.md |
| 90-day plan |
04_admin/planning/life_planning/ |
| Tax records |
02_active/2025tx/ |
| BC client engagement |
02_active/bc/ |
Meeting / decision questions
| You want to know... |
Look at... |
| What was said in a meeting |
06_records/fathom/ (search by filename — title is the meeting subject) |
| Who attended |
The meeting file itself |
| Decisions from a specific date |
06_records/fathom/YYYY/MM-MMM/ |
Infrastructure questions
| You want to know... |
Look at... |
| How portal sync works |
RWP/tools/sync_portal.py |
| How a portal section is rendered |
02_active/vg/tools/render_section_hub.py |
| Where the digest comes from |
02_active/rwp/workspaces/gen_digest.py |
| Live infrastructure inventory |
RWP/CLAUDE.md → Infrastructure |