For owner's representatives. Several owners, one portfolio view, one report for each of them.
You manage five projects for five owners. Each owner needs their own ledger, their own report and their own access. You need one screen that shows all five, and the flags first.
The screen owner's representatives open first, as it renders in the product. Fictional project.
Where the numbers come from today.
An owner's representative is paid to read the contractor's numbers on the owner's behalf. The monthly deliverable is the report the owner forwards to the board. Today that report is assembled by the rep, by hand, from the contractor's pay application, the contingency log and the change order list, once per client, every month.
Five clients means five spreadsheets, five narratives, and five chances to retype a figure. The product keeps one ledger per owner, generates one report per owner on the first of the month, and gives the rep a portfolio screen across all of them with the flags at the top.
Page one of the report each client receives on the first of the month.
Four things that change for owner's representatives.
The portfolio view across owners
Every project you manage, each belonging to a different owner, on one screen: GMP, percent built, contractor fund drawn, the month it runs out, and open flags. The flag feed lists every flag on every project, newest first, with the owner named. The owners never see each other's projects.
The monthly report you hand to each client
Generated per project, per owner, from what you entered during the month. Twelve pages in a fixed order, with the wordmark, the project reference and the month on every page. The owner forwards it as it is. You write the one page position summary. The rest is produced.
Cause classification with your name on it
You set the cause on each change order, usually. The audit table records that you did, and when. When an owner asks in month twenty why a duct conflict was classified as coordination in month nine, the answer is on the screen with a timestamp.
Access that belongs to the owner
Each ledger belongs to the owner, not to the rep. The owner grants you access, and the grant can be read only or full, scoped to a project. When the engagement ends, the owner keeps the ledger and the export. That is how owners expect it to work, and it is how it works.
The problem this solves.
An owner's representative carries several owners, several contracts and one spreadsheet per project, rebuilt by hand each month. The work is the same every time, the format drifts between clients, and none of it survives the person who maintains it.
Figures are from the fictional project used throughout this site, and are arithmetic rather than an industry claim.
Contingency Runway
The first question a client asks is when the contingency runs out. This returns it as a month, on their figures, before the meeting rather than during it.
It runs the same functions as the product, in your browser. Nothing you type is sent anywhere or stored.
How a month runs
Every project you carry has the same monthly cycle: the application arrives, the contingency moves, a change order is raised, and somebody has to turn all of it into a report the client will read. Done by hand that is a day per project, and the format drifts between clients because it lives in whichever spreadsheet was copied last.
Here the report is generated from the registers you keep during the month, which means the work is spread across the month instead of landing on the last two days of it. The format does not drift, because nobody assembles it.
Several owners, none of them seeing the others
Each project is its own ledger, owned by its owner. You hold access to all of them; none of them can see another. Access is granted to an email address rather than to a person, so a client's lender or counsel can be added without an account existing yet, and withdrawn without anything being deleted.
The second and every further project running at the same time is twenty five percent less, because the setup work is smaller once your team knows the product.
What it does not do to your role
It does not classify a change order for you, decide what to certify, or write your advice. It records what was claimed, tests it against what was agreed, and shows the difference with the reasons attached. The judgment your client pays you for stays yours, and it arrives better evidenced.
Questions owner's representatives ask
Who pays, the rep or the owner?
Either. Many reps carry the subscription inside their fee and the owner holds the ledger. Some owners subscribe directly and grant the rep access. The ledger belongs to the owner in both cases.
Can I brand the report for my firm?
The report carries the product wordmark and the project reference. The Portfolio plan allows a custom format for the board and lender one pager, which can carry your firm's name alongside the owner's.
What about projects at different stages?
A project can be paused between phases at half rate. The portfolio view shows paused projects as dormant and keeps their history.
Send us one pay application. We will check it.
One G703 with the names redacted. Six checks against the schedule of values it came from, and a written answer in two working days. No charge, and no follow up unless you ask for one.