Optimize your project review process

Review KPIs, add comments, and identify potential issues

Forecast KPIs, review summary, job costs, and enter budget adjustments

Update project schedule and analyze labor hours

Review the project's current billing status and outstanding invoices

View a breakdown of your change orders by status to undestand their impact on the project

Tailor the tool to fit your company's unique requirements

Change over from the old module to the updated Cost Forecast

Adding, removing, and managing metrics from the KPI library

Remove or add columns from the metrics library

Groub data by attributes to compare key metrics

Adding, removing, and managing charts from the visual library

Creating and saving a workspace

Mark a line item as complete

The difference between projected and forecasted costs

Set the root cause threshold for entering an adjustment

See previous cost adjustments

Narrow down search with dynamic filters

Adjusting the final cost

Adjusting the cost to complete

Entering the percent complete

Entering hours to complete

Finalizing the hours estimate

Recording the quantity to date

Configure settings to better analyze labor costs

Breaking down profit and overhead

Select change order statuses to include in key financial columns

Track profit margin and compare it to projections

See which root causes have led to the greatest adjustments

See detailed line item costs

Make a workspace default

Personalize your module layout

Export to .xlsx and .pdf

Switch the chart between cost, % complete, revenue, or profit

Gain insights into your cost forecast timeline with KPIs

See your actual costs compared to your forecasted costs

Adjust project schedule

Compare projections to actual costs

Get a detailed breakdown of prior months' financials

Customize cost distribution

Apply linear cost distribution

Apply s-curve cost distribution