Dashboard Guide

Your practice at a glance — KPIs, stage progress, utilization and portfolio summary.

• •Five KPI cards (active projects, value, billed, WIP, overdue) — click any to drill in
• •Weighted SACAP stage progress per project
• •Live utilization gauge for the current month
• •Portfolio summary tiles and per-stage bars
• •Export the whole view as a PDF overview

All projects sorted by progress, with full financial tracking and management.

• •Click a row to open the project detail
• •Add, edit and delete projects (directors)
• •Profit / loss and progress per project
• •Filter and paginate the overview table

Deep-dive into a single project's performance, stages, claims, meetings and registers.

• •Stage-based fee weighting and earned value
• •Monthly staff utilization on the project
• •Submit and track monthly claims
• •Construction financials — actuals, certificates, retention and all-in P/L
• •Meetings & minutes log and weekly update history
• •Project registers — contracts, programme, snags, drawings, certificates, close-out
• •Audit log of every change

Log weekly hours and monitor team allocation across all projects.

• •Staff allocation overview chart by project
• •Per-staff utilization vs capacity
• •Add and delete time entries by stage
• •Project cost roll-up from hours × rate

Studio overheads, income and cashflow (directors only).

• •Monthly recurring and once-off expenses
• •Project claims and other income
• •Net position per month

Reference and edit SACAP fee structures and rate cards (directors only).

• •Hourly rates and SACAP high-complexity brackets
• •Stage task weightings
• •Disbursements, Stage 5 and as-built templates
• •Additional service tracker

Export portfolio, profitability, utilization, finance and fee schedule PDFs (directors only).

• •One-click PDF exports
• •Branded with studio header

Studio defaults that drive the dashboard calculations (directors only).

• •Default monthly hours and utilization targets
• •Studio identity and contact
• •Fiscal year start

Centralized hub for all construction-phase documentation and registers.

• •Programme milestones and deliverables tracking
• •Construction budget vs actual per project
• •Site instructions and RFIs log
• •CIS meeting minutes
• •Snag list with status and responsibility
• •Drawing register by discipline
• •Payment and completion certificates
• •As-built documentation tracking

Register of all contractor, sub-consultant and supplier contracts.

• •Contract number, party, scope and value
• •Start and end dates with status tracking
• •Filter by project or status
• •Export the full register as a PDF

Post-handover management — defects liability, retention and maintenance.

• •Handover date and defects liability period tracking
• •Retention percentage and final claim management
• •Maintenance schedule with recurring task frequencies
• •Overdue maintenance alerts
• •Export close-out and maintenance report

Staff directory, allocations and cost centres across the studio.

• •Staff directory with roles, levels and hourly rates
• •Allocation matrix showing project assignments
• •Value ranking and cost centre overview
• •Monthly capacity and utilization at a glance

Date-range project progress and task scheduling by staff role.

• •Project progress tracker — compare fee progress before vs after a period
• •Top movers with billed amounts and hours in range
• •Task schedule derived from SACAP stage weightings
• •Mapped to staff roles with rates, est. hours and costs
• •Export tracker reports as PDF

Chronological record of every project change across the platform.

• •Created, updated and deleted actions logged
• •Summary of changes with user attribution
• •Filter and search across all projects
• •Full traceability for accountability