DEMO Sample operating snapshot · September 15, 2026. No live company systems are connected.
PROJECT DELIVERY

Portfolio health

Know where attention will protect your margin and your promise.

4 ACTIVE PROJECTS

Two projects need a closer look.

Cedar Lane needs a recovery plan. Pine Ridge needs decisions before its risks grow.

How health is assessed ↓
4 of 4 projects
PRWatch

Pine Ridge Residence

Custom home · Framing

Work complete62%
Forecast margin
17.8%Target 20%
Schedule variance
+2 daysForecast: Nov 30, 2026
Overdue invoices
$21.5kOldest: 18 days overdue
Pending changes
$4.0kNot in approved contract
RECOMMENDED NEXT ACTION

Confirm the window package before Sep 18 and obtain written approval for the pantry upgrade.

Responsible role: Project manager
View metrics & health details

Why this status?

Margin is below target, framing is two days late, and the fireplace selection is blocking release.

Approved contract value
$684,200
Actual cost to date
$348,695
Estimated cost remaining
$213,717
Forecast final cost
$562,412
Contingency remaining
$17,800
Original completion
Nov 28, 2026
Next milestone
Window measure-upSep 18, 2026
Milestones met on time
12 / 13
Client decisions open
2
Open defects
3
First-pass inspections
7 / 8
CLAt risk

Cedar Lane Renovation

Full remodel · Rough-in

Work complete44%
Forecast margin
16.0%Target 20%
Schedule variance
+7 daysForecast: Jan 23, 2027
Overdue invoices
$42.0kOldest: 36 days overdue
Pending changes
$14.5kNot in approved contract
RECOMMENDED NEXT ACTION

Release the revised electrical plan by Sep 16, price the millwork change, and confirm payment of the overdue draw.

Responsible role: Project manager + accounts
View metrics & health details

Why this status?

Forecast margin is 16%, the completion forecast is seven days late, and $42,000 is over 30 days overdue.

Approved contract value
$620,000
Actual cost to date
$229,152
Estimated cost remaining
$291,648
Forecast final cost
$520,800
Contingency remaining
$9,600
Original completion
Jan 16, 2027
Next milestone
Electrical rough-in releaseSep 16, 2026
Milestones met on time
9 / 11
Client decisions open
2
Open defects
5
First-pass inspections
5 / 6
WBOn track

Westbrook Addition

Addition · Foundation

Work complete28%
Forecast margin
22.0%Target 20%
Schedule variance
On timeForecast: Feb 06, 2027
Overdue invoices
$15.0kOldest: 12 days overdue
Pending changes
$0.0kNot in approved contract
RECOMMENDED NEXT ACTION

Confirm the foundation inspection and follow up on the outstanding progress draw.

Responsible role: Site supervisor
View metrics & health details

Why this status?

Margin is above target and all due milestones were completed on time. A $15,000 invoice needs follow-up.

Approved contract value
$485,800
Actual cost to date
$106,099
Estimated cost remaining
$272,825
Forecast final cost
$378,924
Contingency remaining
$24,000
Original completion
Feb 06, 2027
Next milestone
Foundation inspectionSep 21, 2026
Milestones met on time
8 / 8
Client decisions open
1
Open defects
1
First-pass inspections
4 / 4
SVOn track

Summit View Custom Home

Custom home · Enclosure

Work complete45%
Forecast margin
19.1%Target 19%
Schedule variance
On timeForecast: Mar 19, 2027
Overdue invoices
$0.0kNo collection delays
Pending changes
$0.0kNot in approved contract
RECOMMENDED NEXT ACTION

Confirm enclosure delivery and review the next draw before the insulation stage.

Responsible role: Site supervisor
View metrics & health details

Why this status?

Forecast margin exceeds the project target, the completion date is intact, and there are no overdue invoices.

Approved contract value
$1,050,000
Actual cost to date
$382,252
Estimated cost remaining
$467,198
Forecast final cost
$849,450
Contingency remaining
$38,500
Original completion
Mar 19, 2027
Next milestone
Enclosure deliverySep 23, 2026
Milestones met on time
17 / 18
Client decisions open
0
Open defects
2
First-pass inspections
7 / 7
UNDERSTAND THE SIGNAL

What portfolio health means

A project's status reflects its most urgent trigger. A healthy margin never cancels out a serious delay or a collection problem. These are illustrative management thresholds, not industry benchmarks.

At risk

Forecast gross margin below 17%, completion more than 5 days late, or an unpaid invoice more than 30 days overdue.

Watch

No at-risk trigger, but margin is below the project target, completion is 1–5 days late, or a milestone is blocked or a change is awaiting approval.

On track

No active risk or watch trigger. Continue routine checks; this does not mean every invoice or quality item is closed.

Work complete is a site progress estimate. On-time milestones is completed-on-time ÷ all milestones due by the snapshot date. Health is rule-based, not an AI prediction or a guarantee.