Contract value, phases, time, expenses and bills against each job — and the margin, live, rather than discovered at the end.
A project is a job with a client and a contract value. Its phases have owners and dates. Timesheets, expenses and supplier bills land against it, invoices go out from it, and the P&L is the difference — while there is still time to do something about it.
Every job with its money at a glance.
What was agreed against what has gone out, as a bar per job.
Contract less cost so far, as a figure and a rate, per job and across all.
Time and cost recorded but not yet invoiced. The money you have earned and not asked for.
Phases complete against phases planned, per job.
A job with a contract value is enough. Add phases and retention when the contract does.
Name, client, contract value, planned budget, start and due date, scope and site notes.
What each phase covers, who owns it, when it runs, and what signs it off. Each on its own page.
Hours against the job and the phase, from the timesheet. Cost follows the person's rate.
A cost against the job with the receipt, from the same expense record the books use.
A bill for materials or a subcontractor, linked to the job it was for.
Bill the client for a phase, or for the whole job. The invoice carries the project reference.
Hold back a percentage until sign-off. Shown as retained, not as unpaid.
Price a job before it is a job, and turn the estimate into the project when it is won.
Contract, invoiced, costs by type, margin — the money view of one job.
Who is answerable for the job and for each phase. Their list is what they own.
Planned, active, complete, on hold — with overall progress from the phases.
Margin by job, unbilled work, spend by type, across the period.
The job's money, in three moves.
Three of the places you will spend time in Projects.
Start with what you need today and switch the rest on when you grow.
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