A project's page in the management app

Tap a project in Projects › Projects to open its page. The top of the page shows the Margin with Revenue, Cost and Margin %, then Figures to date, Project details and Revenue and cost by task, as described in follow your projects from the management app.

Under them, the project's process sections follow. Each one loads on its own and appears only when the project has something to show and you may see it, so a project without a billing plan, for example, simply has no billing section. You need the latest version of the app. Pull down to refresh every section.

Cash position

Cash position compares what came in with what went out: Collected, Cost to date, Net cash and what is Owed by the client, with Paid to subcontractors and the project's Cash limit when they apply. A red line warns when "The project has paid out more than it collected.", or when it has done so beyond its cash limit.

Budget and actual by work package

Budget and actual by work package lists each package with its Budget, Actual cost, Committed amount, open Subcontracts and the cost expected At completion. On the right is the Variance at completion, or what is Remaining of the budget. A package that has gone over its budget is marked Over budget. Cost charged outside any package shows under No work package.

Project budget

Project budget shows the Locked version of the budget and its total, and a Waiting version with its kind (such as Baseline, Budget increase or Transfer), its status, its total and the Reason given for it.

When the waiting version is yours to decide, two buttons appear:

1. Select Approve and add a Comment (optional), or Reject and write the Reason (required).

2. Confirm. The section reloads with the new state.

See Lock the project budget and change it by version.

Billing plan

Billing plan shows the Planned, Invoiced and Paid totals, then each milestone with its due date, its share of the contract, the certificate that billed it, its amount and its status: Planned, Due, Invoiced or Paid. See Billing plan and cash position.

Progress certificates

Progress certificates lists the project's certificates, marked Overdue once one is late. Tap one to open it. An interim certificate is called IPC with its number. The others are named after their kind: Final certificate, Advance certificate and Retention certificate, each with its number. Their Kind reads Interim, Final, Advance or Retention release.

An advance or retention certificate bills an amount and measures no work, so in place of the measured lines it says "This certificate bills an amount; it has no measured work." When the server allows you, you can Approve a certificate or Return to draft, and Print or share its PDF. The same certificates are listed for every project under Projects › Progress Certificates.

Gates

Gates shows the project's Phase, then each gate with its status: Open, Waiting for a decision, Approved or Rejected. Below them, Gate history lists every gate the project has passed through, G1 to G8, with who submitted it and when, who decided it and when, and the note. You decide a gate from Approvals, not from here. See approvals, tasks and collections in the management app.

Risks

Risks lists the risk register, the open risks first and the highest Score at the top, with each risk's next Review date. An open risk with a high score is highlighted.

Weekly report

Select Weekly report to open the project's report, with the dates of its week under the project's name:

• Progress in percent, the Late tasks and, where the project has them, the I/O points;

• Cost: Budget, Actual, Committed and Remaining;

• Billing plan: Certified, Collected, Overdue certificates and Milestones due;

• Cash position: Collected, Cost to date and Net cash;

• On site: Open punch items and Open issues;

• Risks: the top open risks, or "No open risks."

Select Print or share to open the report as a PDF in the app's language, then save it or send it. See Weekly project report.