{{ cmd.greeting }}

Operating

Executive

My Projects ▾

This Week ▾

Needs You

{{ n.icon }} {{ n.text }}

My Projects

{{ c.name }}

{{ c.job }}

{{ c.hlabel }} {{ c.asSold }} → {{ c.cur }} {{ c.delta }}

{{ c.compl }}%

Margin Watch

{{ w.name }} {{ w.delta }}

— all others on or above as-sold —

Today · Field

{{ s.time }} {{ s.text }}

My To-Do

Add

{{ t.mark }} {{ t.label }} {{ t.projectName }}

{{ k.label }}

{{ k.value }}

{{ k.sub }}{{ k.delta }}

Plan vs Actual · Billings

FY25 ▾

{{ m.m }}

ActualGoal

AR Aging

{{ a.b }}{{ a.v }}

AP Aging

{{ a.b }}{{ a.v }}

Pipeline · Weighted

{{ exec.pipe.proj }}

Projected Sales

{{ exec.pipe.dgm }}

Discounted GM

Top Jobs by GM

{{ t.name }} {{ t.gm }} {{ t.pct }}

{{ projTitle }}

Active ▾

PM ▾

Super ▾

Compact

+ New Project

Job #

Project

Stage

PM

Contract

GM

GM%

Health

{{ r.job }}

{{ r.name }}

{{ r.stage }}

{{ r.pm }}

{{ r.contract }}

{{ r.gm }}

{{ r.pct }}

‹ Projects {{ ws.header.name }} Job {{ ws.header.job }} {{ ws.header.stage }} Generate Report ▾

{{ ws.header.name }}

Job {{ ws.header.job }} {{ ws.header.stage }} {{ ws.nextStageLabel }} {{ ws.nextStageLabel }} Generate Report ▾

Client: {{ ws.header.client }}  ·  Super: {{ ws.header.super }}  ·  PM: {{ ws.header.pm }}  ·  Start {{ ws.header.start }}  ·  60-day target

{{ st.mark }} {{ st.label }}

As-Sold GM

{{ ws.header.asSoldPct }} {{ ws.header.asSoldGm }}

Current GM

{{ ws.header.curPct }} {{ ws.header.curGm }}

Δ GM

● {{ ws.header.deltaPct }}

Contract

{{ ws.header.contract }}

Billed

{{ ws.header.billed }}

% Cmplt

{{ ws.header.compl }}

Goals {{ g.label }}

{{ t.label }}

Key Contacts

{{ c.initials }}

{{ c.name }}

{{ c.role }}

5 Project Goals

{{ g.label }}

{{ g.note }}

Recent Activity

{{ a.when }}{{ a.text }}

{{ g.group }}

{{ it.0 }} {{ it.1 }}

Project-wide parameters. Square footage drives every $/SF figure across the estimate and reports.

Audit Log · every change, who & when

No recorded activity for this project yet.

{{ r.init }}

{{ r.who }} {{ r.action }}

{{ r.detail }}

{{ r.when }}

Initial Contract

{{ ws.sov.initial }}

Approved COs

{{ ws.sov.cos }}

Adjusted Contract Value

{{ ws.sov.adjusted }}

Original Schedule of Values · Cost-Code Spine

Division

Scheduled Value

% of Total

{{ r.n }}{{ r.name }}

{{ r.amount }}

{{ r.pct }}

Adjusted Contract Value

{{ ws.sov.adjusted }}

100.0%

Detailed Schedule of Values is seeded for SKY Goodlettsville — Site Plus Shell in this wireframe. Open that project to explore the live Cost-Code Spine.

Budget Detail

Budget vs Actual

Cost-to-Complete

Manual entry · margin recomputes live

As-Sold budget — cost-code detail captured & locked from the estimate. Read-only baseline; revisions flow through Change Orders. ● As-Sold · Locked Draft — lock the estimate to baseline

Division · Code · Description

Anticipated Vendor / Sub

Qty

Units

Unit Price

As-Sold Budget

{{ d.caret }}{{ d.n }}{{ d.name }}

{{ d.pct }} of total

{{ d.perSf }}/sf

{{ d.catTotal }}

{{ sg.code }} {{ sg.name }}

{{ sg.subtotal }}

{{ r.code }}{{ r.name }}

{{ r.vendor }}

{{ r.qtyVal }}

{{ r.unit }}

{{ r.unitVal }}

{{ r.ext }}

As-Sold Budget · Grand Total · {{ budgetDetail.grandSf }}/SF

{{ budgetDetail.grand }}

Subcontractor / Vendor

Actual to Date

Committed/Est

Antic. C.O.

Grand Total

{{ grp.label }}

{{ r.name }}

{{ r.actual }}

{{ r.committed }}

{{ r.co }}

{{ r.total }}

{{ grp.subLabel }}

{{ grp.subActual }}

{{ grp.subCommitted }}

{{ grp.subCo }}

{{ grp.subTotal }}

Grand Total Costs

{{ ws.ctc.gtActual }}

{{ ws.ctc.gtCommitted }}

{{ ws.ctc.gtCo }}

{{ ws.ctc.gtTotal }}

As-Sold GM

{{ ws.ctc.asSold }}

Anticipated GM

{{ ws.ctc.antic }}

Δ GM vs As-Sold

● {{ ws.ctc.delta }}

Since Last Report

▲ $0

Division

Budget · As-Sold

Actual to Date

Variance

{{ r.n }}{{ r.name }}

{{ r.budget }}

{{ r.variance }}

Total Cost

{{ bva.totalBudget }}

{{ bva.totalActual }}

{{ bva.totalVar }}

As-Sold GM

16.6% · {{ bva.asSoldGM }}

Current GM

{{ bva.curPct }} · {{ bva.curGM }}

Margin Health

● {{ bva.delta }}pt · {{ bva.hlabel }}

Type an actual cost against any division — the variance, total, and Current GM vs As-Sold margin recompute instantly. No commitments or job-cost tie-in required.

Detailed cost data is seeded for SKY Goodlettsville — Site Plus Shell in this wireframe. Open that project to explore the live Cost-to-Complete and Estimate-vs-Actuals views.

Takeoff / Detail

GM Calculator

Total SF {{ pest.sf }} Contract Type {{ pest.contractType }}

Grand Total · Cost/SF

{{ pest.grand }} {{ pest.grandSf }}

● As-Sold · LockedRe-open Draft · editableLock As-Sold

Division · Code · Description

Notes

Anticipated Vendor / Sub

Qty

Units

Unit Price

Extended Price

{{ d.caret }}{{ d.n }}{{ d.name }}

{{ d.pct }} of total

{{ d.perSf }}/sf

{{ d.catTotal }}

{{ d.note }}

{{ sg.code }} {{ sg.name }} · {{ sg.scope }}

{{ sg.subtotal }}

{{ r.code }}{{ r.name }}plug

{{ r.vendor }}

{{ r.unit }}

{{ r.ext }}

Probable Cost · Grand Total · {{ pest.grandSf }}/SF

{{ pest.grand }}

Every column mirrors the Detail Estimate workbook — Notes, Anticipated Vendor/Sub, Qty, Units, Unit Price. Edit any Qty or Unit Price and Extended Price, the group sub-total, division category total, % of total and Cost/SF all recompute live. Contingency carries as a live % of the direct-cost subtotal. Locking freezes this as the As-Sold baseline and seeds the Budget & SOV.

Phase · Task · estimated hours by role

{{ rl }}

{{ p.name }}

{{ r.label }}

Sum hours by person

{{ h }}

× Burdened rate ($/hr)

{{ r }}

GM $ by person

{{ f }}

Total GM $ → Division 10 Fee

{{ est.fee }}

Overhead Recovery · 59%{{ est.overhead }}

Planned Profit · 41%{{ est.profit }}

Resulting Project GM%

{{ est.gmPct }}{{ est.gmLabel }}

Bump any role's hours and the fee, total and margin move — feeding Division 10 on this project's estimate.

The detailed As-Sold estimate is seeded for SKY Goodlettsville — Site Plus Shell in this wireframe. Open that project to build / view the live estimate.

Sub List

Bidders / Leveling

POs

Bid Invitation

Solicitation & buyout · executed POs land here

Subcontractor

Trade

Status

Subcontract

COI

No subcontracts committed on this project yet.

{{ r.name }}

{{ r.trade }}

{{ r.status }}

{{ r.value }}

{{ r.coi }}

The subcontractors committed to this project, with subcontract status and insurance-certificate (COI) compliance. Expired / missing COIs flagged in red.

Purchase Orders Total committed {{ pos.total }} + New PO

PO #

Vendor

Description

Division

Amount

Status

No purchase orders issued on this project yet.

{{ p.num }}

{{ p.vendor }}

{{ p.desc }}

{{ p.div }}

{{ p.amount }}

{{ p.status }}

Material & equipment purchase orders for this project, by cost-code division. Status flows Issued → Open → Received.

Bid Leveling Set up a scope package per trade, then enter bids as they come in. + New Bid Package

New Bid Package

Trade / Package name Division # Estimate carry $

Scope items (one per line, or comma-separated — these become the coverage checklist){{ pkgDraft.scopeText }}

Cancel Create Package

No bid packages yet. Click + New Bid Package to set up a trade scope, then enter bids as subs respond.

{{ b.div }} {{ b.trade }} {{ b.scope }} Estimate carry: {{ b.carry }} ✓ {{ b.awardName }} · {{ b.awardAmt }} + Enter Bid

No bids entered yet for this package. Use + Enter Bid to add one.

Scope / Bidder

{{ s.name }}

{{ s.gapLabel }}

{{ row.name }}

{{ c.mark }}

Base Bid

{{ s.amt }}

Low Bid

vs Estimate carry

{{ s.deltaLabel }}

Notes / Award

{{ s.note }}

{{ s.awardLabel }}

Enter Bid · {{ bidFormTrade }}

Subcontractor (pick from directory or type new) Bid amount $ (blank = invited) Note

Scope included in this bid — uncheck what they excluded

{{ sc.check }}{{ sc.name }}

Cancel Add Bid

Side-by-side leveling by trade — the low bid is highlighted and compared to the estimate carry, with a scope-coverage grid so you catch what a low number leaves out. Awarding writes the commitment; scope gaps flag where a bid isn't apples-to-apples.

INVITATION TO BID WITH BUILDERS BY DESIGN

{{ bidInvite.project }}

{{ bidInvite.address }}

Bid Due to GC {{ bidInvite.dueDate }}

Project Description

{{ bidInvite.description }}

As part of our bid to the Owner & Architect, please include:

→{{ rq }}

Generate Invitation PDFSend to Bidders ListSent {{ inviteSentOn }}

Direct Questions To

{{ c.name }}

{{ c.phone }}

{{ c.email }}

Trades Solicited

{{ t }}

Subs & POs are seeded for SKY Goodlettsville — Site Plus Shell.

To-Do List {{ wsTodoDone }} of {{ wsTodoTotal }} done

Add

{{ t.mark }} {{ t.label }} {{ t.due }}

The project to-do list is seeded for SKY Goodlettsville — Site Plus Shell in this wireframe.

Initial Contract

{{ cos.initial }}

Approved COs

{{ cos.approved }}

Adjusted Contract Value

{{ cos.adjusted }}

+ New Change Order

New Change Order {{ coDraft.nextId }} ×

Description Reason Owner-requestedUnforeseen conditionDesign changeCode / inspection

Primary Cost-Code Division {{ o.n }} · {{ o.name }}

Cost Line Items

Item

Cost

+ Add line

GM Markup%

Cost

{{ coDraft.costTotal }}

GM

{{ coDraft.gm }} · {{ coDraft.gmPct }}

Owner Value

{{ coDraft.ownerValue }}

Cancel Create as Draft

#

Description

Antic. Cost

Owner Value

Status

Action

No change orders on this project yet — start one with + New Change Order.

{{ c.id }}

{{ c.desc }}

{{ c.antCost }}

{{ c.ownerValue }}

{{ c.statusLabel }}

{{ c.act }}

Approving a change order rolls its Owner Value into the Adjusted Contract Value and inserts a new SOV / billing line — no re-keying.

Change orders are seeded for SKY Goodlettsville — Site Plus Shell in this wireframe.

Scope of Work

{{ workScope.sf }} · {{ workScope.date }} · work generally includes & is limited to the following

{{ d.n }}{{ d.name }}

{{ d.intro }}

–{{ it }}

Exclusions

×{{ ex }}

Organized on the Cost-Code Spine — the same divisions as the estimate, so scope and price line up. Feeds the proposal package.

Scope of Work is generated from the project estimate — none has been built for this project yet.

Generated from the As-Sold estimate & Scope of Work. Format is a placeholder — final proposal / cover form pending BBD's standard.

Submitted {{ proposalSentOn }} Generate Proposal PDF Submit to Owner

K

BUILDERS BY DESIGN

Proposal Form

{{ proposal.name }}

{{ proposal.preamble }}

{{ f.k }} = {{ f.v }}

Proposed Contract Total = {{ proposal.total }}

{{ proposal.honored }}

Anticipated Schedule

{{ s.k }} = {{ s.v }}

Build a detailed estimate first — the proposal is generated from it.

📁 {{ f.name }} {{ f.count }}

{{ d.t }} {{ d.n }} {{ d.by }} · {{ d.dt }}

⬆ Drop files or click to upload

The document hub is seeded for SKY Goodlettsville — Site Plus Shell in this wireframe.

{{ g.role }} {{ g.count }}

{{ t.mark }} {{ t.label }}

The closeout checklist is seeded for SKY Goodlettsville — Site Plus Shell in this wireframe.

Retainage %

· this project only · 1st bill 7/25

Generate Pay Application

✓Pay Application #{{ bill.payAppNo }} generated for {{ bill.payMonth }} — {{ bill.payNet }} net of retainage. Continuation sheet built, moved to AR. Dismiss

Schedule of Values × Month · Draw Forecast

Division

Sched Value

{{ m }}

{{ r.n }}{{ r.name }}

{{ r.sched }}

{{ c.dollar }}

Gross monthly billing

{{ bill.schedTotal }}

{{ v }}

Less retainage

{{ v }}

Net monthly

{{ v }}

Cumulative billings

{{ bill.cumTotal }}

{{ v }}

Billing Distribution % — editable · shapes the draw curve

Division

{{ m }}

Σ

{{ r.name }}

{{ r.sumLabel }}

Contract Billed to Date

{{ ws.header.billed }}

of {{ ws.header.contract }} contract · {{ ws.header.compl }} complete

Retainage Held

$204,912

Released at closeout via final retainage billing.

This is the draw schedule for this project only. The company-wide Billing & Draws screen (Money group) rolls every project's draws together.

The billing schedule is seeded for SKY Goodlettsville — Site Plus Shell.

Duration

{{ psched.durLabel }}

Finish

{{ psched.finishDate }}

Complete

{{ psched.pctComplete }}%

On Critical Path

{{ psched.criticalCount }} tasks

Behind Schedule

{{ psched.behindCount }} tasks

{{ psched.hideEmptyLabel }} ↺ Reset

Schedule of Values · Tasks

{{ m.label }}

◆ Milestones & Draws

{{ m.short }} {{ m.drawAmt }}

{{ m.short }} {{ m.drawAmt }}

{{ g.caret }} {{ g.name }} {{ g.count }} +

{{ t.name }} critical {{ t.behindBadge }}

{{ t.startLabel }}  ·  {{ t.durLabel }}  ·  {{ t.depLabel }}  ·  {{ t.pctText }}  ·  {{ t.delayLabel }}

{{ t.pctLabel }}

Task name

Schedule Leeway Total float {{ t.floatWks }} wks Free float {{ t.freeFloatWks }} wks Early / late finish wk {{ t.earlyFinishWk }} / {{ t.lateFinishWk }} ● On critical path — zero float

Duration · wks Predecessor— none —after {{ o.name }} % Complete Earliest start · week Shortest duration Longest duration

Delete task Cancel Apply

{{ t.delayCheck }}This task is delayed

Pushed later · wks Running over · wks The bar shifts off its baseline (dashed) to show the slip; dependents reschedule.

Shortest / longest = best- and worst-case duration. The gap shows on the bar as the finish-range whisker — how much the finish could swing.

Add

Planned · fill = % complete Baseline (the original plan — stays put as your reference) Finish range (shortest–longest duration) Critical path Today Click any task to edit its duration, predecessor & progress — dependents reschedule on Apply.

Billing Milestones · draws scheduled from the timeline Contract {{ psched.milestones.contractLabel }}

Milestone

Date

Draw %

Draw $

Cumulative

Status

{{ m.label }}

{{ m.date }}

{{ m.drawPct }}

{{ m.drawAmt }}

{{ m.cumAmt }}

{{ m.statusLabel }}

Total Scheduled Draws

{{ psched.milestones.totalPct }}

{{ psched.milestones.total }}

Each draw is anchored to a schedule milestone, so when a task slips the draw date moves with it — the cash-in forecast always reflects the live schedule.

The schedule activates once this project is awarded and in pre-construction.

{{ ws.stubTitle }}

This tab is specified in the brief and slated for an upcoming build pass.

Tasks

{{ f.label }}

Add

{{ t.mark }} {{ t.label }} {{ t.projectName }} {{ t.due }}

Calendar of Work

Project

{{ m }}

{{ r.name }}

{{ r.job }} · {{ r.pm }}

{{ r.phase }}

Billing & Draws · All Projects

2410-114A

Retainage %

· 1st bill 7/25

Generate Pay Application

✓Pay Application #{{ bill.payAppNo }} generated for {{ bill.payMonth }} — {{ bill.payNet }} net of retainage. Continuation sheet built, submission logged, moved to AR. Dismiss

Schedule of Values × Month · Draw Forecast

Division

Sched Value

{{ m }}

{{ r.n }}{{ r.name }}

{{ r.sched }}

{{ c.dollar }}

Gross monthly billing

{{ bill.schedTotal }}

{{ v }}

Less retainage

{{ v }}

Net monthly

{{ v }}

Cumulative billings

{{ bill.cumTotal }}

{{ v }}

Billing Distribution % — editable · shapes the draw curve

Division

{{ m }}

Σ

{{ r.name }}

{{ r.sumLabel }}

A division whose months don't sum to 100% is flagged before a pay app can be generated.

AR Aging · Company

{{ a.b }}{{ a.v }}

Retainage Held

$204,912

Released at closeout via final retainage billing.

← Pipeline

{{ oppDetail.name }}

{{ oppDetail.customer }} · {{ oppDetail.type }} · {{ oppDetail.owner }}

{{ oppDetail.stage }}

Lead Details · rumor stage

Customer / Account (attach to advance) Rough Value (ballpark) Confidence to Close · %

Anticipated Start (Quarter / Year)

{{ o.label }} {{ o.label }}

Anticipated Duration (months)

Revenue is spread across these months from the start date into the Sales Plan & 5-Year Plan. Decision expected {{ oppDetail.timeframe }}. Once it’s a project, the curve is driven by the billing / draw schedule.

LeadTracked rumor — not yet a project

{{ oppDetail.leadDesc }}

{{ oppDetail.flash }}

⚠ Attach a customer / account above before this lead can become a project.

Next step

Create a Project & link it to this lead

Everything past Lead is a project (won or lost). Creating the project moves it into Estimating and opens its Overview — the detailed estimate / takeoff starts there.

Create Project & Link ▸

Opportunity Inputs

Contract Value Probability to Close · % Projected Gross Margin · % Estimated Cost · from estimate (blank = use GM %)

These feed the Operating Plan's Projected P&L. COGS uses the estimate when present, otherwise contract value × (1 − GM %).

Weighted @ {{ oppDetail.closePct }} close

{{ oppDetail.eGm }}

expected gross margin

{{ oppDetail.eRev }}

exp. revenue

{{ oppDetail.eCogs }}

exp. COGS

Unweighted (at 100%)

Contract value{{ oppDetail.valueStr }}

Gross margin $ · at GM %{{ oppDetail.gm$ }}

Cost basis · {{ oppDetail.costSource }}{{ oppDetail.fullCost }}

No locked estimate yet — COGS is derived from the projected GM %. Once an estimate is locked, enter its total cost above and the forecast will use real estimated cost.

CRM · Pipeline

Sales Stages

GM Forecast

Table

Committed Backlog · FY{{ pipe.planYear }} {{ pipe.backlogFy }}

Weighted Pipeline · FY{{ pipe.planYear }} {{ pipe.pipeFy }}

Pipeline GM · FY{{ pipe.planYear }} {{ pipe.pipeGmFy }}

+ New Lead

{{ col.label }} {{ col.count }} {{ col.total }}

{{ c.name }} {{ c.owner }}

◷ {{ c.customerLabel }} {{ c.customerLabel }}

{{ c.valueAbbr }} GM {{ c.gmAbbr }}

Start{{ c.start }}LeadProjectLost

{{ c.flash }}

{{ c.typeLabel }} ✕ Lost ◂▸ ✓ Project

Click a Lead to open it and create a project from it (needs a customer) — that's the gate into Estimating. Click any Estimating+ card to open its project Overview. ▸ moves a project along the sales stages; Won runs the Award flow.

{{ col.label }} {{ col.count }} {{ col.weighted }}

{{ c.name }} {{ c.owner }}

{{ c.valueAbbr }} {{ c.type }}

Close

− {{ c.closeLabel }} +

Proj {{ c.proj }} dGM {{ c.dgm }}

{{ c.award }} Award ▸

Opportunity

Value

Close%

GM%

GM Pot.

Proj. Sales

Disc. GM

Award

Type

{{ r.name }}

{{ r.value }}

{{ r.close }}

{{ r.gmPctL }}

{{ r.gm }}

{{ r.proj }}

{{ r.dgm }}

{{ r.award }}

{{ r.type }}

Award {{ award.name }}?

Awarding creates a Project, copies the locked As-Sold estimate into the Budget and the Owner Contract Schedule of Values, and auto-generates the Pre-Construction task checklist. This locks the as-sold estimate.

Cancel Award & Create Project

⚠ No locked As-Sold estimate is linked to this opportunity. Lock an estimate before awarding so the Budget and SOV can be seeded.

Close Open Opportunity →

Business Plan · FY25

The written strategic plan that frames the numbers — summary, risks, goals, and team expectations.

{{ t.label }}

{{ s.h }}

{{ s.p }}

{{ c.t }}

{{ c.d }}

{{ g.n }}

{{ g.t }}

{{ g.d }}

{{ e.t }}

{{ e.d }}

{{ newRec.title }}

×

{{ f.label }}

Fields mirror the workbook intake. Saved records appear immediately in the app. Cancel Save Record

Submittals

{{ subm.total }} total · {{ subm.openCt }} open {{ o.name }}

+ New Submittal

{{ c.label }} {{ c.n }}

New Submittal

Project{{ o.name }} Spec section Title / Description

Responsible sub / vendor Ball in court{{ o.label }} Date required

Cancel Create Submittal

#

Submittal

Ball / Due

Files

Status

No submittals match this filter.

{{ s.num }}

{{ s.title }}

{{ s.projName }} · {{ s.trade }}

{{ s.ball }} · due {{ s.due }}

{{ s.attLabel }}

{{ s.status }}

#{{ subm.detail.num }} · {{ subm.detail.spec }}

{{ subm.detail.title }}

{{ subm.detail.projName }} · {{ subm.detail.trade }}

×

Status

{{ o.label }}

Ball in court

{{ o.label }}

Date required

{{ subm.detail.due }}

Submitted

{{ subm.detail.submitted }}

Returned

{{ subm.detail.returned }}

Attachments

No files attached yet.

▤

{{ a.name }}

{{ a.by }} · {{ a.dt }}

+ Attach

Attachments sync to this project's Documents → Submittals & Samples automatically.

Tracks every submittal across jobs — spec section, responsible party, ball-in-court, due date and review status (Draft → Submitted → Under Review → Approved / Revise). Click one to advance its status, reassign, and attach files that flow straight to the project's document set.

Customers

+ Add Customer

Customer

Type

Active Jobs

Contacts

◰{{ c.name }}

{{ c.type }}

{{ c.jobs }}

{{ c.contacts }}

Each customer holds its own contacts, active & past jobs, and proposals — the same way a subcontractor or vendor record does.

Contacts

⌕Search every contact — employees, subs, vendors, owners…

+ Add Contact

Name

Title

Company

Type

Phone

{{ k.init }}{{ k.name }}

{{ k.title }}

{{ k.company }}

{{ k.type }}

{{ k.phone }}

Org Chart

Auto-generated from each employee's reporting structure — update an employee's manager and the chart redraws.

{{ t.tier }}

{{ n.init }}

{{ n.name }}

{{ n.role }}

Time Off

+ Request Time Off

Employee

Accrued

Used

Remaining

Used

{{ r.init }}{{ r.name }}

{{ r.accruedL }}

{{ r.usedL }}

{{ r.remainingL }}

Requests

{{ q.name }}

{{ q.dates }} · {{ q.days }}

{{ q.status }}

Employees

Directory · Org · Rates · Time

+ Add Employee

Name

Role / Level

Annual Salary

Burdened Rate

Co.

Status

{{ p.init }}{{ p.name }}

{{ p.role }}

{{ p.salary }}

{{ p.rate }}

{{ p.co }}

{{ p.status }}

Click a person to open their detail screen — annual salary is owned there. Salary drives each role's share of the gross-margin pool on the Operating Plan's Roles, Rates & Goals tab, which produces the burdened rate the GM Calculator consumes.

← Employees

{{ emp.init }}

{{ emp.name }}

{{ emp.role }} · {{ emp.co }} · {{ emp.status }}

{{ emp.groupLabel }}

Annual Salary

$

Owned here. Rolls into the Operating Budget payroll lines and sets this role's share of the gross-margin pool.

Required Billing Rate

{{ emp.rate }}/hr

{{ emp.noteRate }}

% of total salaries{{ emp.share }}

Gross margin required{{ emp.gm }}

{{ emp.noteGM }}; {{ emp.noteShare }}.

Annualized Time Commitment Total {{ emp.totalHrs }} hrs · Job-only {{ emp.billHrs }} · {{ emp.pctBill }} billable

Activity

Bucket

Weeks/yr

Hrs/wk

Annual Hrs

{{ a.act }}

{{ a.bucketLabel }}

{{ a.hrs }}

Job-only hours are the billable divisor for this role's rate. Edit weeks/yr or hrs/wk and the rate, the Operating Plan matrix and the Projected P&L all recompute.

{{ subsTitle }}

+ Add

Sub / Vendor

Trade

Active

Open Bids

Type

Capacity

{{ s.name }}

{{ s.trade }}

{{ s.active }}—

{{ s.bids }}—

{{ s.type }}

{{ s.capLabel }}

Account · no portal / bidding

Subs have self-service portals (invitations, quotes, subcontracts, lien waivers, pay requests). Big-box accounts are tagged Vendor — material-PO tracking only.

Resource Planning

Team labor allocation across active jobs · FY{{ res.planYear }}

{{ res.headline }}

Most stretched: {{ res.worstName }} at {{ res.worstUtil }}% — {{ res.worstConflict }}.

{{ res.overCount }}

Over

{{ res.loadedCount }}

Loaded

{{ res.coderCount }}

Team

Team Member · Peak Load

{{ m }}

{{ r.name }} {{ r.peakUtil }}%

{{ r.role }} · {{ r.capYr }} hrs/yr

⚠ {{ r.conflict }}

◔ {{ r.proNote }}

Hiring signal: {{ res.hireSignal }}

Within capacity 85–105% loaded Over capacity Proposed (pipeline, prob-weighted) Solid = committed load; hatched = added load if the pipeline lands. Click anyone to open their record.

Operating Plan

The single source the whole plan flows from — Budget → Overhead → Gross-Profit model → required revenue. Edit once, recompute everywhere.

{{ t.label }}

Line Item

2024 Plan

2024 Forecast

2025 Projected

% OpEx

{{ c.code }} {{ c.name }} {{ c.note }}

{{ c.subtotal }}

{{ l.name }}

{{ l.plan }}

{{ l.fc }} {{ l.fc }}

{{ l.pct }}

Total Operating Expenses

{{ op.budget.expenseSubtotal }}

+ Operating Contingency · 4.5%

{{ op.budget.contingency }}

− DSR (FBD) Reimbursement to Overhead

{{ op.budget.dsrReimb }}

Total Anticipated Overhead

{{ op.budget.netOverhead }}

Total Anticipated Overhead

{{ op.budget.netOverhead }}

This figure flows straight into the Mark-up · GP Model as the overhead to recover. Change any budget line and the required billing rate, GM and revenue all move.

Plan Inputs · GP Model

Asset Purchases{{ op.budget.assets }}

Depreciation{{ op.budget.depreciation }}

Est. Quarterly Tax{{ op.budget.estTax }}

Billing-Rate Build-Up · over {{ op.markup.hours }} direct hours

Component

$ / Hour

Annual

{{ b.l }}

{{ b.hr }}

{{ b.an }}

Overhead to Recover

{{ op.markup.overhead }}

{{ op.markup.overheadHr }}/hr · from Operating Budget

Profit Goal · % Return on Overhead

%

{{ op.markup.profit }}

{{ op.markup.profitHr }}/hr · the company-wide profitability goal

Per-Job GM Split · feeds Division 10

{{ op.markup.ovSharePct }}

Overhead Recovery

{{ op.markup.pfSharePct }}

Planned Profit

Overall Billing Rate

{{ op.markup.rate }}/hr

Total GM required {{ op.markup.totalGM }}

{{ op.markup.targetLabel }} blended GM → {{ op.markup.reqRev }} revenue to book

8% · most volume10% · FY plan18% · least

Break-even (overhead only, no profit) {{ op.markup.breakEvenRev }} FY plan baseline · 10% {{ op.markup.planBaseRev }}

This is the one lever that sizes the year: your fixed {{ op.markup.totalGM }} of required gross margin ÷ the margin you sell at = the revenue you must book. It flows straight into the Sales Plan (spread by month) and the Projected P&L.

Gross-Margin Reconciliation · target vs blended Combined {{ op.gmRecon.combGM }} · {{ op.gmRecon.variance }} vs target

Target {{ op.gmRecon.targetLabel }}

Backlog blended {{ op.gmRecon.backlogGM }} · {{ op.gmRecon.backlogVal }} GM Pipeline blended {{ op.gmRecon.pipeGM }} · {{ op.gmRecon.pipeVal }} wtd GM Won backlog runs above the 10% plan; thin pipeline GM is the margin discipline risk to watch.

Projected Profit / Loss Statement · FY · weighted pipeline @ {{ op.pnl.marginPct }} GM

{{ r.l }} {{ r.v }}

Projected Net Profit / (Loss)

{{ op.pnl.net }}

{{ op.pnl.netPct }} of revenue

Projected Revenue{{ op.pnl.revenue }}

Projected Earned GM{{ op.pnl.earned }} · {{ op.pnl.marginPct }}

Projected vs. Required GM

Projected GM · pipeline{{ op.pnl.earned }}

Required GM · profit goal{{ op.pnl.reqGMabbr }}

Gap to goal{{ op.pnl.gapAbbr }}

The weighted pipeline currently covers {{ op.pnl.coverPct }} of the gross margin needed to hit the profit goal. Raise Close % or GM % on opportunities, or add pipeline, to close the gap.

Monthly Profit / Loss Projection · earned-margin timing & cumulative

Month

%

Revenue

Earned GM

Op. Cost

Profit/(Loss)

Cumulative

{{ m.m }}

{{ m.pctL }}

{{ m.rev }}

{{ m.gm }}

{{ m.op }}

{{ m.pl }}

{{ m.cum }}

FY

100%

{{ op.pnl.moTot.rev }}

{{ op.pnl.moTot.gm }}

{{ op.pnl.moTot.op }}

{{ op.pnl.moTot.pl }}

{{ op.pnl.moTot.pl }}

Earned margin follows the sales curve (lumpy with big jobs) while operating cost is spread evenly across the year — so the cumulative line shows when the plan turns profitable, the same month-by-month view as the workbook's P&L tab.

Total Gross Margin Required

{{ op.roles.totalGM }}

from the Mark-up · GP Model — the pool allocated below

Billing-Staff Salaries · {{ op.roles.headcount }} roles

{{ op.roles.totalSal }}

salary sets each role's share of the GM pool

Job-Only Hours · blended rate

{{ op.roles.totalBill }} hrs · {{ op.roles.blended }}/hr

sum of job-only hours = Planned Direct Hours divisor

Billing Staff · salary-weighted GM allocation → required billing rate

Role / Employee

Salary

Total Hrs

Job-Only Hrs

% Bill.

% Salaries

GM Required

Rate $/hr

{{ r.caret }}

{{ r.name }}

{{ r.role }}

{{ r.salary }}

{{ r.totalHrs }}

{{ r.billHrs }}

{{ r.pctBill }}

{{ r.share }}

{{ r.gm }}

{{ r.rate }}

Annualized time commitment · weeks/yr × hrs/wk

Activity

Bucket

Weeks/yr

Hrs/wk

Annual Hrs

{{ a.act }}

{{ a.bucketLabel }}

{{ a.hrs }}

Total · blended

{{ op.roles.totalSal }}

{{ op.roles.totalAll }}

{{ op.roles.totalBill }}

100%

{{ op.roles.totalGM }}

{{ op.roles.blended }}

Click a role to edit its annualized time commitment; the job-only (billable) hours become the rate divisor. Each salary sets the role's share of the total GM pool — share × GM required ÷ job-only hours = the burdened billing rate the estimator's GM Calculator uses. Salaries are owned on each Employee's detail screen (click the salary). Adjust a salary or a time split and every rate, the blended rate and the Projected P&L recompute.

Overhead / G&A roles · recovered through overhead, not billed

{{ o.name }} · {{ o.role }}

{{ o.salary }}

{{ o.hrs }} hrs

GM Goals & Management Incentive · 70% ROO Profitability Goal = {{ op.goal }}

% of Goal

Post-Tax Net

% Earned

Mgmt Bonus

Net GM After

{{ r.pct }}PLAN TARGET

{{ r.net }}

{{ r.earn }}

{{ r.bonus }}

{{ r.after }}

Revenue Goal · FY{{ op.sales.planYear }}

{{ op.sales.revGoal }}

Committed Backlog · {{ op.sales.backlogPct }}

{{ op.sales.backlogRev }}

Weighted Pipeline · {{ op.sales.pipePct }}

{{ op.sales.pipeRev }}

Gap Still to Secure

{{ op.sales.gapRev }}

Backlog {{ op.sales.backlogRev }} Pipeline {{ op.sales.pipeRev }} Gap {{ op.sales.gapRev }} {{ op.sales.coverPct }} of goal covered

Bookings vs Plan · FY{{ op.sales.planYear }} new contract signings {{ op.bookings.pacePct }} of target booked · {{ op.bookings.behind }} behind pace

Bookings Target

{{ op.bookings.target }}

Booked YTD · {{ op.bookings.count }} jobs

{{ op.bookings.booked }}

+ Weighted Pipeline

{{ op.bookings.wtdPipe }}

Forecast · {{ op.bookings.forecastPct }}

{{ op.bookings.forecast }}

Pace to date

Booked {{ op.bookings.booked }} + Weighted pipeline Bookings feed future backlog — {{ op.bookings.gap }} of new work still to prospect to hit target.

Revenue Pacing by Month · backlog + pipeline vs goal

Month

Backlog

Pipeline

Expected

Goal

Gap

Cum. Gap

{{ s.m }}

{{ s.backlog }}

{{ s.pipeline }}

{{ s.expected }}

{{ s.goal }}

{{ s.gap }}

{{ s.cumGap }}

{{ s.m }}

{{ s.backlog }}

{{ s.pipeline }}

{{ s.expected }}

{{ s.goal }}

{{ s.gap }}

Backlog is contracted, won work; Pipeline is open opportunities weighted by close% — both placed in the month they actually bill, from each job's start & duration. Gap is what still must be sold to hit the seasonal goal. The pipeline + backlog covers {{ op.sales.coverPct }} of the FY{{ op.sales.planYear }} revenue goal.

Crew Capacity · labor-hour demand vs available {{ op.capacity.utilPct }} utilized · {{ op.capacity.headroom }}

{{ op.capacity.annualDemand }} hrs of demand against {{ op.capacity.annualCap }} hrs available · {{ op.capacity.capMo }} hrs/mo capacity line

Capacity

{{ c.m }}

Demand is driven by the backlog + weighted-pipeline revenue placed on each job's real schedule. Months whose bar crosses the capacity line are over-committed — flag for hiring, scheduling, or pushing a start. The dashed line sits at the {{ op.capacity.capMo }}-hour monthly capacity.

Revenue Growth / yr · % OpEx Growth / yr · %

FY25 revenue is anchored to the 12%-GM volume; net profit deducts the fixed tax, asset-purchase and depreciation burden each year, matching the workbook.

Projected Growth Plan & Anticipated Profit / (Loss) · 12% GM held

FY

Revenue

Pipeline (wtd)

OpEx

GM%

Pre-Bonus Net

Margin%

Cumulative

{{ r.fy }}

{{ r.rev }}

{{ r.pipeRev }}

{{ r.opex }}

12%

{{ r.net }}

{{ r.margin }}

{{ r.cum }}

5-Yr

{{ op.fiveyr.totRev }}

{{ op.fiveyr.totOpex }}

{{ op.fiveyr.totNet }}

{{ op.fiveyr.aggMargin }}

Aggregate pre-tax profit margin across the 5-year horizon is {{ op.fiveyr.aggMargin }} of volume. Adjust the growth rates above and every year — and the cumulative — recompute.

Financials · CFO Vital Statistics

{{ k.l }}

{{ k.v }}

AR Aging

{{ a.b }}{{ a.v }}

AP Aging

{{ a.b }}{{ a.v }}

Cash & Non-P&L Disbursements

{{ fin.cash }}

Checking

{{ fin.loc }}

$500K LOC

{{ d.l }}{{ d.v }}

Job-Cost Roll-Up · Top Jobs by GM

{{ j.name }} {{ j.gm }} {{ j.pct }}

Report Center

One branded template system · BBD letterhead / FBD variant · generated from live data, never re-keyed. Project reports build from {{ reports.project }}.

{{ r.title }}

{{ r.desc }}

source · {{ r.src }}

Open source →CSV

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Scheduled in the build roadmap