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.
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.
See the ledger the way owner's representatives use it.
Thirty minutes on a call. A fictional project at your GMP size and your contract form, walked from your side of the table.