S-Curve — Baseline / Forecast / Actual
Chart range
Hollow circles = cumulative lines | Solid bars = weekly count | Leave dates blank to fit all data
Lead Accountability
Submittals
Milestone completion by stage
Designed by Dhimant SojitraConfidential
📑
No Specs Data Yet
Import a Specs CSV from the Data & Import tab
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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
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README — User Guide
Import steps, passwords, backup & recovery
📦
Download All Templates
All 8 XLSX templates in one ZIP file
📂 Sample Project
Harbor Crossing Bridge (Sample)
24 DPs — sample project, mixed stages, budget & subconsultants. Your project data is preserved.
📥 Excel Import
Import all Excel templates at once
Select every .xlsx you need (same names as the template files, e.g. dp_original_(plan), dp_forecast, finance, subconsultants). Each list is replaced. Use the Import buttons below for one file at a time (append/replace as you choose).
📄 Deliverable Packages — Import in sequence: Original → Forecast → Actual
1. DP Original (Plan)
Baseline plan dates — import once, do not change
2. DP Forecast
Current forecast dates — update as schedule shifts
3. DP Actual
Actual submission dates — backfill past, update weekly
Superseded DPs: Include the word Superseded in the Notes column (or set the superseded_by column). The package stays on the Submittals list (grayed out) but is omitted from KPIs, earned value, S-curve, and lookahead. You may add Merged with DP.xxx in Notes for traceability. Finance is not reassigned automatically—update the Finance CSV so budget and dp_num match the surviving package.
Finance / Budget
category, discipline, dp_num, allocated, spent, notes
Project billing
Invoice to date and payment received (project totals). Saved with your data backup.
Subconsultants
name, scope, certified, contract, amount, type, notes
Specs
Spec_Book_No, Lead, Discipline, # Specs In Book, # Specs Approved, # Specs RFC'd, Initial Submission, Re-Submission (1), RFC, RFC2, RFC3, RFC4, Notes
📄 Plans & Reports — Two types
Plans — Standalone
Independent plans with their own submission dates (Initial / Re-Sub / Final / Approved)
Plans — Linked to DP
Plans that inherit milestone dates from a linked DP or discipline
💾 JSON Backup & Restore
Last backup: Never