job_costing_dashboard

Project Cost Management, Budget Control & Financial Performance Dashboard | Comprehensive Project Costing Dashboard

Project Financial Overview and Job Costing Dashboard | Project Financial Performance and Cost Management Dashboard

This application provides a centralized dashboard for Construction Contracting and Project Job Costing. It enables project managers, contractors, engineers, estimators, and management teams to monitor project financial performance, procurement activities, labour, billing, project progress, and operational status from a single dashboard.

The dashboard provides both an executive overview of the complete project portfolio and detailed project-level information, helping users identify delayed projects, budget overruns, pending approvals, and project progress without opening multiple project records.

Executive Dashboard Overview:

The dashboard provides an executive summary of ongoing construction projects using real-time KPI cards that help management quickly evaluate the overall health of project operations.

  • Total Projects
  • Active Projects
  • Projects Over Budget
  • Delayed Projects
  • Pending Approval Projects

Purpose of the Module:

The purpose of this module is to provide construction contracting and project-based businesses with a centralized dashboard for monitoring project costing and operational performance.

Project information is normally distributed across Job Cost Sheets, Job Orders, Timesheets, Purchase Orders, Vendor Bills, and different cost categories. Reviewing these records separately can make project monitoring and cost analysis time-consuming.

This module brings key project financial indicators and related operational records together in one dashboard. It helps users quickly understand project cost position, monitor progress, identify cost variances, and access the required project records with less navigation.

Scope of the Module:

The module covers project-level financial monitoring and direct access to related job costing, execution, timesheet, procurement, billing, cost breakdown, and document records.

  • Project Budget monitoring based on active Job Cost Sheets.
  • Actual Purchase Cost and Actual Vendor Bill Cost monitoring.
  • Purchase Variance and Vendor Bill Variance analysis.
  • Project Progress monitoring based on active project task progress.
  • Total Timesheet Hours visibility from project labour cost activities.
  • Project-wise access to Job Cost Sheets and Job Orders.
  • Access to project-related Timesheets, Purchase Orders, and Vendor Bills.
  • Separate access to Material, Labour, and Overhead Cost Lines.
  • Access to Project Settings and project-related Documents.
  • Executive Project KPI Dashboard for portfolio monitoring.
  • Over Budget Project identification.
  • Delayed Project monitoring.
  • Pending Approval Project monitoring.
  • Centralized monitoring of multiple construction projects.
  • Project search for quick project access.

The module works as a project-level monitoring and navigation layer connecting costing, execution, procurement, accounting, timesheets, and documents within the existing construction contracting workflow.

Main Features:

  • Display multiple Projects in a centralized card-based dashboard.
  • Show the current Project Stage directly on each dashboard card.
  • Display Project Progress through a visual percentage progress bar.
  • Show Budget, Actual Purchase, Actual Bill, Timesheet Hours, Purchase Variance, and Bill Variance for each Project.
  • Open only the Job Cost Sheets related to the selected Project.
  • Open only the Job Orders and Work Orders related to the selected Project.
  • Review project-specific Timesheet entries directly from the dashboard.
  • Open Purchase Orders connected with the Project through analytic distribution.
  • Open Vendor Bills connected with the Project through analytic distribution.
  • Review Material Cost Lines separately for the selected Project.
  • Review Labour Cost Lines separately for the selected Project.
  • Review Overhead Cost Lines separately for the selected Project.
  • Create a new Job Cost Sheet with the current Project automatically selected.
  • Create a new Job Order with the current Project automatically selected.
  • Open Project Settings directly from the dashboard action menu.
  • Access Documents attached to the Project, its Job Cost Sheets, and its Job Orders from one location.
  • Search and locate Projects quickly from the centralized dashboard.
  • Executive KPI cards showing Total Projects, Active Projects, Over Budget Projects, Delayed Projects, and Pending Approval Projects.
  • Interactive project cards providing financial and operational summaries.
  • Visual project completion percentage with progress bar.
  • Color-coded project stage badges for quick status identification.
  • Search projects directly from the dashboard.
  • Monitor project portfolio performance from a single screen.
  • Quick navigation to all project-related operational records.

Project Dashboard Information:

  • Project Health: Executive KPI cards display Total Projects, Active Projects, Over Budget Projects, Delayed Projects, and Pending Approval Projects.
  • Project Stage: Shows the current stage of the Project for quick status identification.
  • Project Progress: Shows the average progress of active project tasks as a percentage.
  • Completion Percentage: Displays project completion percentage using a visual progress indicator.
  • Budget: Shows the planned Material, Labour, and Overhead cost from active Job Cost Sheets.
  • Actual Purchase: Shows actual purchased quantities valued using the cost price defined on the related cost lines.
  • Actual Bill: Shows actual vendor-billed quantities valued using the cost price defined on the related cost lines.
  • Timesheet Hours: Shows total actual labour hours recorded against Labour Cost Lines.
  • Purchase Variance: Shows the difference between the total Budget and Actual Purchase Cost.
  • Bill Variance: Shows the difference between the total Budget and Actual Vendor Bill Cost.

Dashboard Buttons & Functions:

  • Cost Sheets: Opens all Job Cost Sheets belonging to the selected Project.
  • Job Orders: Opens all Job Orders and Work Orders belonging to the selected Project.
  • Timesheets: Opens timesheet entries recorded for the selected Project.
  • Purchase Orders: Opens Purchase Orders linked to the Project through analytic distribution.
  • Vendor Bills: Opens Vendor Bills linked to the Project through analytic distribution.
  • Material: Opens Material Cost Lines from Job Cost Sheets of the selected Project.
  • Labour: Opens Labour Cost Lines from Job Cost Sheets of the selected Project.
  • Overhead: Opens Overhead Cost Lines from Job Cost Sheets of the selected Project.
  • Job Cost Sheet: Opens a new Job Cost Sheet form with the current Project automatically selected.
  • Job Order: Opens a new Job Order form with the current Project automatically selected.
  • Settings: Opens the selected Project form for configuration and management.
  • Documents: Opens attachments linked to the selected Project, its Job Cost Sheets, and its Job Orders.
  • Search: Quickly locate projects from the centralized dashboard.
  • Project Card: Review complete project financial and operational information without opening the project.

Key Benefits:

  • Monitor multiple construction projects from one centralized dashboard.
  • Gain an executive overview of project portfolio performance.
  • Identify delayed projects requiring immediate attention.
  • Detect projects exceeding planned budgets.
  • Compare Budget, Actual Purchase Cost, Actual Vendor Bill Cost, and Cost Variances in one screen.
  • Monitor project progress using visual progress indicators.
  • Track labour activities and Timesheet Hours.
  • Access project-specific costing, procurement, billing, and operational records with a single click.
  • Create Job Cost Sheets and Job Orders directly from the dashboard.
  • Reduce navigation across multiple project modules.
  • Improve project financial visibility and operational control.
  • Support faster and more informed project management decisions.

Ideal For:

  • Construction Companies
  • Engineering Contractors
  • EPC Companies
  • Infrastructure Projects
  • Industrial Projects
  • Project-Based Manufacturing
  • Turnkey Contracting Businesses

Navigation Menu:

  • Jobs
    • Dashboard

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