Project Profitability & Change Orders
Every project margin, budget vs actual, and change order in one place. The blind spot on whether a job is making money: budget used, forecast margin, and a cost breakdown per project, with change orders a person approves and holds for the client to sign.
Try it: sort the portfolio, open a project to see budget vs actual and its change orders, then approve a change order (it holds for client sign-off, nothing is sent). Orders over $10,000 need the principal role.
Synthetic sample data. Every project, client, and figure is invented; margins are derived from the numbers.
The instrument. Try it.
| Project | Kind | Status | ||
|---|---|---|---|---|
| Northwind brand campaign Northwind Studios (SAMPLE) | Creative | 106% | 2% | Over budget |
| Meridian office refresh Meridian Partners (SAMPLE) | Construction | 44% | 11% | Over budget |
| Atlas retail rollout Atlas Retail (SAMPLE) | Creative | 94% | 11% | Over budget |
| Riverside fit-out Cedar & Main (SAMPLE) | Construction | 86% | 14% | At risk |
| Harbor Lofts amenity Harbor Group (SAMPLE) | Construction | 70% | 15% | Over budget |
What this demonstration shows
What enters
Sample project contracts, cost budgets, cost to date, and pending change orders.
Where a person decides
A person reviews margins and approves or rejects each change order; large ones need the principal.
What is held, not sent
An approved change order is held for the client to sign. Nothing is billed or sent.
What is logged
Every change order approval, rejection, and hold is recorded in an audit history.
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