Project
The Project dashboard provides a view of the current budget, invoice, and payment information for a single project.
Users can filter the dashboard by Project Name.
Project Information
Below the filter panel, a Project Information section displays the site address for the project.
Contract Detail
Below the Project Information section, a Contract Detail section displays:
- First Contract Created On—The date the first contract was created, formatted as DD-Mmm-YYYY
- Balance to Bill—The amount billed by subcontracts
- Balance to Pay—The amount owed in payments
- Last Contract Created On—The date the last contract was created, formatted as DD-Mmm-YYYY
- Last Draw Period to Date—The last draw period to date on the project
- # of Subcontractors—Aggregate number of Subcontractors on the project
- # of Contracts—Aggregate number of contracts on the project
Key Metrics
Current Subcontractor Amounts
- Subcontract Value
- Net Approved Invoices
- Retention
- Paid
- TPA Funded
Pending Subcontractor Amounts
- Pending Approval
- On Hold
- Pending Authorization
- Pending Disbursement
- TPA Pending Maturity
Details
Column List
- Subcontractor
- Contract #
- Original Contract Value
- Change Order Value
- Subcontract Value
- Net Approved Invoice
- Retention
- Paid
- Pending Approval
- On Hold
- Pending Authorization
- Pending Disbursement
- Balance to Bill
- Balance to Pay
- TPA Funded
- TPA Pending Maturity
The default loads the first available Subcontractor.
Snapshots
- Invoice Aging
- Average Days to Approve
- Average Days to Pay
- Top Subcontractors by Total Contract Value
- Unpaid Amounts
- Amount Billed by Month of Draw Period to Date
- TPA Funded
Last Published Tuesday, February 6, 2024