Project financial analytics resource center

The Business Intelligence (BI) engine used for lead and project analytics provides superior insights into your construction data.

About the project financials

• Information shown on BI summary dashboards and detail reports is dependent on the number of projects selected and the type of report. The following options are available:
  • Single project: results by project, prime contract, and job cost code.
  • Multi-projects: results by project and prime contract.
• Transactions can be filtered by start and end date. However, filtering by start date is not available for financial dashboards that include prime contract budgets or change orders (CO).
• The following transaction dates are used when filtering:
  • Revenue:
    • Prime contract: Status Date
    • COs: Status Date
    • Prime invoices: Issue Date
  • Cost :
    • POs: Status Date
    • Bills: Issue Date
    • Subcontracts: Status Date
    • SCOs: Status Date
    • Sub invoices: Issue Date
    • Labor timecards: Date
    • Equipment timecards: Date
    • Misc. expenses: Transaction Date
• Dashboard bar charts, heat maps, and grids can be maximized and exported separately to Excel, PDF, or JPEG formats. Hover mouse over the right corner to view the available options.
• Dashboard heat maps can be used to filter by project and prime contract or job cost code depending on the number of projects selected.
• Detail cost analytic reports include sophisticated drill-in capabilities by cost code, division, owner code, transaction type, transaction resource, and vendor.