You bought the software. You’re still rebuilding the forecast.

Your workflow review

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• When does a raised order appear against your project budget?When the order is raisedYou can see committed spend before the invoice. Check a partly invoiced order: the invoiced cost and the remaining commitment should stay distinct.
• When does a raised order appear against your project budget?After someone adds it to the reportCheck who owns that update and how much time passes before others can see it. A clear, reliable update process matters.
• When does a raised order appear against your project budget?Only when the invoice arrivesYour report may not yet show money committed on orders that haven’t been invoiced. Review those open orders alongside actual costs.
• How do you review the expected cost of finishing the job?A named person reviews remaining work and assumptions regularlyThat gives the forecast an owner. Check the last review date and what changed in scope, quantities or productivity.
• How do you review the expected cost of finishing the job?We review it when somebody asksAgree which events should trigger a review and when the team needs an updated view.
• How do you review the expected cost of finishing the job?We mainly use the unused budget as the amount left to spendBudget left and work left can differ. Compare the remaining work with current delivery assumptions before treating that balance as a forecast.
• If the person maintaining the forecast is away, can someone else review it?Yes — the assumptions, last review and responsibilities are recordedThat supports a handover. Ask the backup person to explain the latest forecast and update one assumption.
• If the person maintaining the forecast is away, can someone else review it?They can see the number, but not how it was reachedRecord the assumptions behind the number so another person can review them.
• If the person maintaining the forecast is away, can someone else review it?It depends on that person’s files or knowledgeAgree a backup owner and a shared record. Automatic cost updates still need someone to review the work remaining.
• How do site hours become costs in the project report?Submitted and approved hours are allocated to the work performedCheck a recent approved entry against its task and cost basis. Keep unapproved hours distinguishable from approved actual costs.
• How do site hours become costs in the project report?Hours are collected against the job, then allocated laterCheck whether the allocation happens soon enough to explain which parts of the work are using the labour allowance.
• How do site hours become costs in the project report?Hours are re-entered or moved between separate recordsFollow one entry from site submission through approval to costing. Look for repeated entry and differences between the records.
• What rate does your labour cost report use?Individual loaded employment costsCheck which employment costs are included and when the rates were last reviewed.
• What rate does your labour cost report use?A role or crew average costA maintained average can be a useful costing basis. Check that it reflects the people doing the work and is comparable with the estimate.
• What rate does your labour cost report use?The rate we charge the clientA selling rate and a delivery cost answer different questions. Check which one your margin calculation needs.
• What rate does your labour cost report use?Wages onlyCheck which additional employment costs sit elsewhere, and whether the report gives you the cost view you intended.
• How do you manage a client claim schedule that differs from the way you deliver the work?We keep both structures and can explain how they relateCheck one example across the work budget and the claim schedule, including any changed scope.
• How do you manage a client claim schedule that differs from the way you deliver the work?We reshape the work breakdown to fit the client’s scheduleCheck whether the crew and project manager can still see the work at the level they need to control it.
• How do you manage a client claim schedule that differs from the way you deliver the work?We reconcile the two separatelyA separate reconciliation can work. Check its owner, review frequency and how changes in either structure are carried through.
• Can you compare what you have claimed with the value of work completed?Yes — with a defined progress or earned-value basisCheck that both figures cover the same scope and date, and that variations and retention are treated consistently.
• Can you compare what you have claimed with the value of work completed?We compare claims with costs incurredCost incurred is not necessarily the value earned. That comparison alone does not establish whether a job is over- or under-billed.
• Can you compare what you have claimed with the value of work completed?We prepare that comparison separately, or don’t currently have itDefine the progress basis and who maintains it before relying on the comparison.
• What role do spreadsheets or separate reports play?Optional analysis from a cost record we already trustExtra analysis can be useful. Check the source date so everyone knows which cost position it represents.
• What role do spreadsheets or separate reports play?We need them to assemble the basic project cost pictureIdentify which entries are copied, who reconciles them and how long the report takes to become usable. Those are practical points to test in a demonstration.
• What role do spreadsheets or separate reports play?They hold forecast assumptions or analysis the main system doesn’tCheck that those assumptions have an owner and remain connected to the latest cost information. A spreadsheet is not automatically a problem.