All Projects
Pending Retainage
Work is finished: the last AIA and the emails confirm completion and no labor is being charged. These jobs are only waiting on the retainage payment. Once retainage is paid and the GC confirms nothing is open, use the Complete button on the card.
Complete Projects
QA by Job
Live from the QA Field Visit app — linked to your projects exactly (never guessed), auto-synced when new jobs appear. Click a job to open its visit history directly in the QA app.
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Schedule
Loading the schedule…
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Total Days on Site
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Dashboard
Project Expenditure Progress
How far through the project we are — Adjusted Budget vs Remaining Budget
Expense Budget
Project-wide totals for each labor, equipment, and material category
Total Labor Budget
$0.00
Labor Used (WOs + Monthly)
$0.00
Remaining Labor Budget
$0.00
Project Quantities & Blended Unit Costs
Sum of quantities across all cost locations plus approved change orders · unit cost = allowance ÷ qty
Budget vs Actual by Cost Location
Color-coded: green <90%, amber 90–100%, red >100%
| Code | Cost Location | Original Budget | Approved COs | Adjusted Budget | Committed | Approved Purchase Orders | Paid | Outstanding | Remaining | % Used |
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Adjusted Budget vs Committed + Spent
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Total Days on Site
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Cost Codes
These are the cost locations every PO, invoice, and change order ties back to. Cost codes are locked — they can't be renamed or deleted. Click a row's ▸ caret to see quantities and unit costs ($/CY of concrete, $/Ton of rebar, $/SF of area). Use "Import budget from Excel" to load a new project's budget — either the estimator's locked export or a workbook with a BUDGET for Cost Acc. sheet.
| Code | Cost Location (Building - Scope) | Labor | Miscellaneous | Fuel | Equipment | Lodging | Materials | Rentals | Other | Total Budget |
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Total Days on Site
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Every PO counts toward Committed — only Cancelled POs are excluded. Subcontractor Work Orders count toward Committed too (same Cancelled rule), so the Committed figure is intentionally larger than the PO list alone.
Main Material Purchase Orders
Expand a category to see its purchase orders
Purchase Order Summary (0)
| PO Number ↑ | Description | Invoice # | Delivery Date | Status | Vendor | Amount | Cost Location |
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Total Days on Site
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Linked PO becomes Partial while any invoice is unpaid, and Closed once fully paid.
Invoices (0)
| Number ↑ | Description | Status | PO Number | Vendor | Amount | Outstanding | Cost Location |
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Total Days on Site
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Work Orders — Cancelled excluded
$0.00
Remaining Labor Budget
$0.00
Track work orders issued to subcontractors.
Subcontractor Work Orders (0)
| WO # | Date | Subcontractor | Cost Location | Scope of Work | Rate | Unit | Days | Total | Status |
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Total Days on Site
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Only Approved change orders update the Adjusted Budget on the Dashboard.
Change Orders (0)
| CO # | Date | Cost Location | Description | Reason | CO Total | Cost Code Total | Status |
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Total Days on Site
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Project
Data
Your data lives in this browser's local storage. Back it up regularly using "Export all data" — the JSON file can be re-imported later or on another computer.
🗑 Recycle Bin
Everything anyone deletes (POs, invoices, change orders, work orders) lands here with a full copy. Restore puts it back in its project — on every device.
Every change made to this project, newest first. Each change records the initials of whoever made it.
| When | Initials | Change |
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How to use
- Dashboard — live view of Budget vs Committed vs Spent for every cost location. Updates as you enter POs and invoices.
- Cost Codes — the master list. Pre-loaded with your 14 Bowen Homes locations. Edit any field inline, add new codes, or import a new budget from Excel for a different project.
- Purchase Orders — every PO (Open or Closed) commits its full amount against its cost location's budget. Only Cancelled POs are excluded.
- Invoices — every invoice must link to a PO. When linked, the PO auto-flips Open → Closed, and the invoice's Paid amount shifts from Committed to Spent on the Dashboard. The unpaid portion shows up as Outstanding (AP).
- Committed = open Purchase Orders plus Subcontractor Work Orders, Cancelled excluded on both. Work Orders were previously left out, which made Remaining look larger than it was.
- Change Orders — Only Approved COs count in the Adjusted Budget. Pending COs are listed and totaled on their own but are not added until the GC approves and pays them; Rejected COs do not count.
- Backup — use Settings → Export all data (JSON) regularly. Clearing browser data erases the workbook.