Budget, schedule, billing and site records for a project you have won, connected to the estimate it came from.
What you can do
Budgeting
A line per cost code with original budget, approved changes, revised budget, committed and projected costs, forecast to complete and over or under. Sync it from the estimate.
Budget changes and cash flow
Every modification and change order in one register, a change history, and a cash flow ledger with running totals.
Scheduling
A Gantt with linked tasks, draggable bars, and dates that recalculate when a predecessor moves.
Project Management Calendar
Milestones, activities, deliveries and work packages of all your projects.
Schedule of Values and Pay App
An AIA G703-style Schedule of Values and a G702/G703-style pay application, with retainage, change orders and deductions.
Daily Log
The site diary: weather, manpower, equipment, notes, deliveries, visitors, inspections, safety, accidents and delays.
Monthly Narrative
Drafted only from the month's records, with every number checked against the data. The PM edits and approves it.
Submittal, RFI and Transmittal Logs
Generate and track spec-section submittals, requests for information and document transmittals.
Procurement Log
Track long-lead items beside the budget. See Procurement Management.
How it works
1
Budget from the estimate
Sync the budget lines from the estimate, then track changes against it.
2
Schedule and record
Plan the Gantt, then keep the Daily Log and logs up to date.
3
Bill and report
Bill from the Schedule of Values and write the month's narrative from the site records.
Questions
Is it the same project as the bid?
Yes. The budget can be synced from the estimate, so the numbers you bid with carry into the job.
Is the monthly report written by AI?
It is drafted from the month's own records, and every number in the text is checked against them. A person edits and approves it before it locks.
Which billing format does the pay app follow?
An AIA G702/G703-style application built on the Schedule of Values. An approved application is frozen and the next one carries its figures forward.
