S-Curve — Baseline / Forecast / Actual
Chart range
Hollow circles = cumulative lines | Solid bars = weekly count | Leave dates blank to fit all data
Lead Accountability
Needs Attention
Designed by Dhimant SojitraConfidential
📑
No Specs Data Yet
Import a Specs CSV from the Data & Import tab
📄
No Plans & Reports Data Yet
Import from the Data & Import tab
Click item to add note | Red = overdue
Budget by Discipline — Click to expand
Budget overview
Spent vs remaining by category
Total budget per category is labeled above each bar (helps when one category dominates the scale). Hover a bar for spent vs remaining.
Earned Value (PV, EV, AC)
PV~ $ Worth of work expected to be completed by now
EV~ $ Worth of billable work completed
AC~ $ Spent incl. subs by now
Cumulative curves from DP Original (plan) dates; actuals from merged DPs. AC is modeled from finance spent × (milestone completion through each month ÷ completion to date). Future: optional monthly-spend CSV.
Subconsultant Participation by Type
Executed vs Pending by Type
Subconsultant Roster
All Notes
Meeting Notes captures project-level notes. To add notes linked to a specific DP or report, use the note icon (📝) on that record in the Submittals or Plans tab.
📁 Active Project
—
📥 Import All Excel Templates At Once
Select every .xlsx you need. Each list is replaced.
📂 Harbor Crossing Bridge (Sample)
24 DPs — sample project, mixed stages, budget & subconsultants.
📦 Excel Templates
All 8 XLSX templates in one ZIP file.
📄 Deliverable Packages — Import in sequence
1. DP Original (Plan)
Baseline — import once, do not change
2. DP Forecast
Current forecast — update as schedule shifts
3. DP Actual
Actual submission dates — update weekly
📈 Finance & Team
Finance / Budget
category, discipline, dp_num, allocated, spent
Subconsultants
name, scope, certified, contract, amount, type
💲 Project Billing
📑 Specs
Spec book tracking — submission and approval stages
📄 Plans — Standalone
Independent submission dates
📄 Plans — Linked to DP
Inherits dates from linked DP
💾 JSON Backup & Restore
Last backup: Never