Portfolio overview

All active projects, budget vs actual
Demo data Synced 2 min ago

Budget vs actual by project

Cost budget against cost to date

Cost by category

Portfolio spend to date

Active projects

Click a project to open its cost detail

Spend by category

Where this project's cost is going

Budget vs actual by scope

Cost budget against committed cost

Scope breakdown

Budget, actual and variance by scope of works

Cost trend

Cumulative cost to date

Recent activity

Latest costs captured

Budget vs actual by category

Portfolio cost categories

Data sources

How cost is captured

Cost codes

Spend to date by code, auto-classified across every project
Two sources, one ledger. Labour and plant flow in from daily site reports, priced against your rate library. Materials and subcontractor costs flow in from QuickBooks invoices. Every line is auto-assigned a cost code and scope, so the numbers above are always live.