Budget · Willow Creek bath remodel
| Cost code | Budgeted | Actual | Variance |
|---|---|---|---|
| Demolition | $1,845.00 | $1,845.00 | On track |
| Plumbing | $3,690.00 | $1,710.00 | Under |
| Tile | $5,904.00 | $0.00 | Over by $276.00 |
The budget lines are the lines the client signed.
Money
Construction job costing software with material planning.
Plan order-by dates from your schedule, record budgeted and actual costs, and keep approved change orders with the signed agreement.
Plug and playProject budget: Sign in and it works. Enter and review project budget lines by cost code. Your project team sees the saved budget.
Plug and play: sign in and it works. Your plan, permissions and project assignment apply.
Order-by dates follow the schedule
14-day lead + 3-day bufferDrag to slip the schedule and watch the order date follow.
How it works
Add project costs, quantities, and purchase details. Connect QuickBooks or payments from your company account when you use those tools.
Add project costs. Add quantities, supplier timing, orders, deliveries, bids, and invoices to the project.
See order-by dates. PM calculates each date from the schedule and supplier lead time.
Issue the order. Send the purchase order, record arrivals, and review invoices and payments.
Share the right details. Your office sees budgets, suppliers see orders, and clients see invoices you send.
Money
Budget that matches the contract
Budgeted and actual by cost code
See budgeted cost, recorded actual cost and variance together, trade by trade.
Variance you can see
Spot the cost codes running over or under budget as the job progresses.
Contract lines in the budget
Use the agreed quantities and prices as the starting point for the job budget.
Takeoffs
How order-by dates work
Needed on
= task start
Supplier lead time
= time needed before the task starts
Order by
The date to place the order
If framing starts on Day 52 and the supplier needs 14 days and your team needs three days to place the order, PM shows Day 35 as the order-by date. If demolition slips six days, PM moves the order-by date to Day 41.
Money
From quantity to delivery
- 1
Takeoff quantity
Project manager - 2
Scheduled task
Project manager - 3
Purchase order
Project manager - 4
Supplier delivers
Supplier - 5
Received and checked
Site lead
Money
Change orders
Agree on the price before changing Budget. PM adds the approved cost; your team updates affected dates in Schedule.
Change order
- Signed baseline
- $26,209.17
- Heated floor mat
- 96 SF × $14.00 = $1,344.00
- Electrician
- 3 HR × $85.00 = $255.00
- Change before overhead and profit
- +$1,599.00
- Schedule effect
- Your team reviews and updates dates separately
After the client signs, the approved change is recorded in the budget. Your team updates the schedule when needed.
Schedule
Schedule
Dependencies and milestones
Set the work in sequence. Keep task starts and key milestones in view when a date changes.
Crew calendar across jobs
See who is working where, then assign the crew to the tasks that need them.
Order-by dates and deliveries tied to each task
Keep order-by dates and expected deliveries beside the work that needs the materials.
Money
Bids and invoices
Bids
Request, compare, award. Choose the trade and price that fit the work.
Client invoices tied to the draw schedule
Tie invoices to the draw schedule so each payment follows the agreed milestones.
Trade invoices reviewed against the work (Growth+)
Review invoices against the work completed before approving payment. Growth+.
QuickBooks connects in setup.
Money
Questions
What happens when a scheduled task moves?
Change the date in Schedule. PM updates linked needed-on and order-by dates for your review.
How is the order-by date calculated?
PM works back from the task start using the supplier lead time you enter. Check the date, supplier timing, and site readiness before ordering.