Operations Overview

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SYSTEM-AGNOSTIC

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ProjectsPeople and equipmentFinance and workflow

ForecastingDemo ready Primary viewCost to completeAlso includesApprovals Open dashboard →

What it is: Cost to complete, monthly forecasts, margin, and approvals in one workflow.
Before: Separate spreadsheets and email approvals.
Illustrative time saved: 8–12 hours per cycle

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Labor AnalysisDemo ready Primary viewProgress vs. laborAlso includesCost codes Open dashboard →

What it is: Progress, labor hours, budget used, and production by cost code.
Before: Several weekly reports built from field and accounting exports.
Illustrative time saved: 6–10 hours each week

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Cash & OverheadDemo ready Primary view60-day cashAlso includesBudget vs. actual Open dashboard →

What it is: Expected cash, receivables, payables, commitments, and overhead.
Before: A weekly snapshot assembled from separate reports.
Illustrative time saved: 5–8 hours each week

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Fleet UtilizationDemo ready Primary viewAssets by jobAlso includesIdle days Open dashboard →

What it is: Assignments, utilization, engine hours, work orders, and fleet health.
Before: Equipment lists, job assignments, and telematics compared by hand.
Illustrative time saved: 6–9 hours each week

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Fleet RecoveryDemo ready Primary viewRecovered vs. costAlso includesExceptions Open dashboard →

What it is: Fleet costs, job charges, and exceptions ready for a decision.
Before: Costs, rates, assignments, and charges compared in separate files.
Illustrative time saved: 4–7 hours each week

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Quote → Purchase OrderDemo ready Primary viewQuote fieldsAlso includesReviewer check Open workflow →

What it is: Reads a vendor quote and prepares matched fields for review.
Before: A person typed each field into the purchasing system.
Illustrative time saved: 10–20 minutes per quote

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Project Forecasting

Synthetic portfolio · current forecast cycle

INTERACTIVE

Current cycle

Job forecasts

ProjectContractCost to dateProjected marginStatus

Selected job · six-month outlook

Monthly cost-to-complete

Base scenario

Variance decomposition

What changed in the forecast

Original planned margin$1.26M

Labor productivity−$184K

Equipment and fuel−$72K

Material commitments+$48K

Approved change work pending+$185K

Current projected margin$1.24M

PM check

Assumptions

Labor production rateReviewed

Open commitments12

Unpriced change work$185K

Remaining schedule6 months

Latest PM updateToday

01 · INGEST

Source data

Collect the current job records.

Complete

02 · INPUT

PM forecast

Update remaining cost and timing.

Complete

03 · REVIEW

Variance review

Review the material changes.

In progress

04 · APPROVE

Operating view

Confirm the governed version.

Pending

05 · USE

Reporting

Use one approved view.

Pending

Labor Analysis

Corporate view · synthetic jobs and time records

INTERACTIVE

Portfolio → job → cost code

Project pace

ProjectProject progressLabor budget usedVarianceStatus

All selected jobs

Labor detail

5 rows

ProjectProgressLabor usedVarianceStatus

Selected project manager

Weekly labor trend

Watch

Earned hoursActual hours

PM questions

What needs explanation

Hours above earned11,100

Largest cost-code driverProcess piping

Four-week efficiency change−3.1 pts

New-hire / learning impactReview

Rework hours coded1,700

Labor and equipment together

Equipment-supported production

Current period

ProjectEquipment hoursLabor hoursInstall quantityHours / unitStatus

Airport Terminal Renovation4,820139,50018,4007.58Review

Westfield Distribution Center3,14059,8009,6206.22Watch

North Campus Expansion5,22096,10018,0105.34Healthy

Cash & Overhead

Forward cash, receivables, commitments, and department performance

INTERACTIVE

Cash today$8.4MIllustrative balance

60-day low point$5.9MWeek of December 7

Expected collections$12.8MNext 60 days

Expected disbursements$14.1MPayroll, AP, and commitments

AR over 60 days$2.2M18 open items

Open commitments$6.7MSelected portfolio

Thirteen-week cash outlook

Expected receipts and disbursements by week

Cash drivers

What moves the line

Receivables expected$12.8M

Payroll and burden($6.1M)

Vendor payments($5.4M)

Equipment and overhead($2.6M)

Largest collection dependency$1.4M

Overhead budget$9.8MYear to date

Actual overhead$9.4M96.2% of plan

Budget variance$372KFavorable

Departments over plan2Fleet and facilities

Run-rate forecast$14.6MFiscal-year estimate

Allocation coverage93.8%Recovered to operations

Department view

Budget versus actual

Year to date

DepartmentBudgetActualVarianceForecastStatus

Operations support$2.8M$2.7M$104K$4.1MOn plan

Fleet department$2.2M$2.4M($186K)$3.7MOver

Safety & quality$1.6M$1.5M$82K$2.3MOn plan

IT & systems$1.4M$1.3M$96K$2.0MOn plan

Facilities$1.8M$1.9M($108K)$2.9MWatch

Working capital

Receivables and commitments

18 aged items

ProjectARAPCommitmentsDSOStatus

Airport Terminal Renovation$2.7M$1.1M$810K61Review

Westfield Distribution Center$1.4M$620K$1.23M43Watch

North Campus Expansion$980K$770K$930K31Current

Riverfront Mechanical Upgrade$640K$420K$800K28Current

Fleet Utilization

Where equipment sits, how much it works, and what may need to move

INTERACTIVE

Fleet Recovery

Understand equipment cost recovery, resolve exceptions, and keep an auditable review trail

INTERACTIVE

Recovery by source

Revenue compared with fleet cost

88.6% recovered

Operating recovery94%

Ownership recovery86%

Rental pass-through101%

Fuel recovery73%

Shop / service61%

Current period

Recovery bridge

Fleet department cost$2.42M

Operating recovery$1.44M

Ownership recovery$548K

Rental and fuel$156K

Unrecovered amount$276K

Human review

Exceptions ready for a decision

Local demo queue

AssetIssueCalculatedOverrideReviewer noteStatus

Transparent decisions

Review history

Synthetic activity

Today · 9:42EX-204 added to redeployment review after 19 idle days.Open

YesterdayTR-319 recovery exception cleared after job assignment was confirmed.Resolved

Oct 10GN-044 rate override documented for temporary yard assignment.Approved

Oct 8LF-118 maintenance timing noted with no recovery adjustment.No change

Quote → Purchase Order

Turn a vendor quote into a reviewed purchase order without retyping every field

INTERACTIVE

01Receive quote02Read the document03Match company records04Person checks it05Prepare purchase order

NORTHLINE SUPPLY

Synthetic vendor quote · scan quality simulated

QUOTE Q-10482
October 14, 2026
Valid for 30 days

VendorNorthline Industrial Supply

ProjectWestfield Distribution Center

Cost code22-310 · Process piping

Ship toWestfield Jobsite · Receiving Gate B

Quoted items

48 × 6-inch fittings$18,240.00

Freight$640.00

Tax$1,132.80

Total$20,012.80

Please charge to Westfield. Need at Gate B by Oct. 28. — RS

Pricing, company details, and handwriting are synthetic and used only for this local demonstration.