What is the Cost Overall Page?

The Cost Overall page is your comprehensive financial dashboard that provides a complete view of project budgets, contracts, change orders, forecasts, and payments all in one place. Use it to monitor your project's financial health and make informed cost management decisions throughout your construction project lifecycle.

Key Features

Cost Overview

The Cost Overview tile displays your Estimate at Completion (EAC) — the total expected project cost — alongside the Budget amount and a Budget Status badge indicating whether your project is Under Budget or Over Budget. A Variance amount shows the dollar difference between your budget and FFC.

Below, a color-coded horizontal bar provides a visual breakdown of payment status: Paid (processed), Approved (approved but not yet processed), Submitted (awaiting approval), and Remaining (unpaid).

Cost KPI Cards

Four key metric cards are displayed:

• Total Paid — Total amount paid to date, shown as a dollar value and percentage of budget.
• Change Orders— Total amount of all approved and in-principle change orders, shown as a dollar value and percentage of the original contract value.
• Committed — Total committed cost, calculated as Approved Contracts + Approved and In-Principle Change Orders. Shown as a dollar value and percentage of EAC.
• Remaining — EAC minus Paid and Approved payments, shown as a dollar value and percentage of EAC.

Budget Breakdown Chart

A donut chart titled "Budget Amounts in Each Budget Line" provides a visual breakdown of your total budget by category. Each category is color-coded and displays its allocated dollar amount, making it easy to see how your budget is distributed across project areas.

Chart Settings

Each chart tile has its own Settings (gear icon) that opens a side panel for customization. The available settings vary by tile.

Financial Item Creation

Click the blue + Add button at the top left corner to create financial objects: Budget, Contract, Forecast, Change Order, or Payment.

Overall Table

The main table displays all budget items and their associated financial data. Columns include Title, Original Budget, Adjustments, Budget, Contract, Change Orders, Current Contract, and Uncommitted. Click the expand arrow beside any budget to reveal its sub budgets and line items.

Interactive Data Exploration

Hover over any column header to see tooltips explaining what each metric represents.

Toolbar Controls

The toolbar at the top of the page provides quick access to key actions and view settings:

• + Add — Create a new Budget, Contract, Forecast, Change Order, or Payment.
• Create Report — Generate financial reports that can be customized, filtered, and downloaded as professional PDFs.
• Export — Download your financial data. Choose Current View for visible data only, or All Data for the complete financial summary.
• Charts — Toggle the financial summary charts on or off. The button label changes to Hide Charts when charts are visible.
• Reset — Restore the default table layout, column arrangement, and filters.
• Expand All — Expand or collapse all rows at once.
• Columns — Show, hide, or reorder table columns.
• Filter — Narrow table results by specific criteria such as status, tags, or budget categories.
• Settings (gear icon) — Access additional page-level settings.

View Customization

Hover over any column heading to access the Action button (⋮) with additional options: Sort data, hide or show columns, pin columns left or right, and move columns by dragging.

When to Use the Cost Overall Page

Use the Cost Overall page when you need to:

• Monitor complete project financial health at a glance
• Review budget performance against actual spending
• Track contract commitments and change orders impact
• Analyze payment progress and cash flow status
• Check budget allocation across project categories
• Generate financial reports for stakeholders
• Export financial data for external analysis

Getting Started

1. Navigate to your project and click Cost in the side navigation bar.
2. The page automatically opens to the Overall view.
3. Review the financial summary bar, KPI cards, and budget breakdown chart to understand your project's current financial status.
4. Use the Charts toggle to show or hide the visual summary section as needed.
5. Expand budget rows in the table to drill into individual line items.

Common Questions

Q: What is the difference between the Overall page and the Budgets page?

The Overall page shows a consolidated financial summary across all budgets, contracts, change orders, and payments. The Budgets page focuses specifically on budget line items and their statuses. Use Overall for a high-level snapshot and Budgets for detailed budget management.

Q: Can I view this data in a Dashboard report?

Yes. Click Create Report from the Overall page toolbar to generate a dashboard report displaying the same financial data in a format that can be shared or printed.

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