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

Financial Overview Sections

The page displays your complete financial picture through key sections. Budget and Adjustment shows total financial resources allocated to the project and any budget modifications. Contracts and Change Orders displays the sum of all approved contracts plus their approved change orders, giving you the current committed contract value. Forecast and Uncommitted shows projected costs and funds not yet committed to contracts. Estimate at Completion (EAC) represents the total expected project cost combining current contracts with forecast and uncommitted amounts. Payment Progress provides visual indicators showing amounts already paid, payments approved but not yet processed, payments submitted awaiting approval and remaining unpaid amounts.

Interactive Data Exploration

Hover over any column header to see helpful descriptions in tooltips explaining exactly what each metric represents. This feature helps you understand the financial data without guesswork.

Financial Item Creation

Click the blue + Add button at the top left corner to open creation options. Select from several types of financial objects: Budget for setting or adjusting project budget allocations, Contract for adding new contract agreements, Forecast for projecting future costs, Change Order for documenting contract changes, and Payment for recording payment transactions.

View Customization

Hover over any column heading to access the three dots menu (⋮) with powerful customization options. Sort data in ascending or descending order, Apply filters to show specific data by date ranges or cost categories, Hide or show columns by toggling them on/off to focus on specific metrics, Pin columns left or right to keep important data visible when scrolling, and Move columns by dragging to reorder the layout.

Data Export and Reporting

Click the Export icon in the top toolbar for two options: Current View exports only visible data respecting filters and customizations, while All Data exports the complete financial summary including all budgets, contracts, change orders, and forecasts regardless of current view settings. Access integrated dashboards for detailed reporting with pre-configured financial reports that can be customized, filtered, and downloaded as professional PDFs.

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
• 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 sections to understand your project's current status

Best practices

Tip: Pin frequently referred columns to keep critical information visible while scrolling through large datasets.

• Use filters strategically to focus on specific cost areas
• Keep budgets and forecasts current as project conditions change
• Hover over column headers when unsure about metric meanings

Troubleshooting

• Problem: If columns appear out of order or some are missing Solution: click the Reset button at the top right to restore the default layout and column arrangement.