Anterra Built Construction Dashboards
Manage the right key performance indicators. Empower your team and hold them accountable.
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Manage AR Collections, assess the impact of your COVID budget to your original budget, online Job Forecasting, WIP, and more…
Construction Dashboards
Build your own dashboards from a large selection of key performance indicators.
- Dashboards contain graphs and tables for key performance indicators not available in your Accounting system of record
- Monitor job margin Gain/Fade, job cash position, labor rate variance, remaining to procure, and other key risks in construction
- Create shared Dashboards to provide a consistent and standard way of looking at the business
- User-built dashboards “My Dashboards” based on reporting needs and information available to users through security setup
Construction dashboards can combine information from your job cost accounting system and Procore.
Dashboards can be filtered by:
- Company/Division
- Project Manager
- Date
- Job
Dashboard security can also be set by PMs so they only see their own jobs.
Job Margin Gain / Fade Analysis
Analyze margin gain or fade by any job attribute:
- Project Manager
- Estimator
- Site Super
- Job Type
- Market
- Any custom field on the job record in your accounting system
Build and save as many views as you like with Anterra Pivot Grids. Create a view filtered to jobs with approved contract values over $1,000,000 (as Major Projects) or under $25,000 (as Small Jobs) and set your dollar values to whatever level you like.
Add any column you like to a Pivot Grid. Add Remaining to Procure $ or Remaining Labor Hours to your Margin Gain/Fade analysis if those are factors you can focus on to regain margin.
Build collapsed views of pivot tables that drill all the way down to transactions.
Become proactive in your job management and know when your margin is fading as soon as possible to take corrective action.
Job Scheduling
Very few construction companies have an overall view of job scheduling.
Construction schedules are typically maintained by Project Managers outside of their accounting systems in MS Project, Primavera P6 or Excel.
Most companies do not give their Project Managers access to their accounting system’s job record where job start and end dates are stored. Your finance team is in the dark managing WIP as they have no idea which jobs are construction complete.
Anterra provides a central Gantt Chart to manage your project start and end dates in one central location.
When a project end date is changed it is tracked along with the cost of the change, and if it is recoverable. A log of date changes is available for every job showing you the history and cost of date changes. You control the list of change reasons.
By managing project dates centrally, you have more accurate WIP and can start forecasting job cash flow (see below).
Job Cost Forecasting
Cost at complete is crucial
Managing Forecast Cost at Complete is a crucial function in construction.
Many companies have trouble getting their Project Managers to complete a monthly forecast because it is complex and time-consuming.
Anterra alleviates this pain by:
- Automatically forecasting cost using one of 11 pre-built formulas — PMs don’t have to forecast as many items which saves time and focuses the forecast on items at risk of cost overruns. A simple forecast formula takes the highest of Revised Estimate, Revised Committed Cost, or Job to Date Cost. This formula is updated on a pre-determined schedule, so PMs only need to forecast off-plan items.
- Forecast jobs at the right level — Forecast small jobs at the job level, medium-sized jobs at the cost type level, and large jobs at the cost category / cost type level. There is no need to forecast 20 items for a job that has a budget of $5,000 and is 7 weeks long.
- Manage your forecast source by job — Anterra imports the forecast from your accounting system, from Procore or Prolog, or you can use Anterra. You are in control.
- Build your own entry grids —Give your PMs the information they need for each type of forecast.
- Choose which system to forecast in by division or job — Many companies forecast larger jobs in Procore and smaller jobs in their accounting system. Choose which system to use that best fits your needs – Anterra, Sage, Viewpoint Vista, Procore, or Acumatica.
Anterra’s Job Forecasting Hub controls the forecast – your PMs have a central location to manage forecasts and can complete their work quickly and accurately.
Job Cash Management
Are your customers paying you fast enough to cover your AP and payroll costs or are you financing jobs with your line of credit?
You need to manage your cash flow or risk running out of credit. With Anterra, you immediately see who is financing your job on a dashboard and on a drill-through pivot grid.
Typically, one or two project managers per client consistently have negative cash positions. This can be caused by late billings or job issues that cause your customer to withhold payment. Know who and what is tying up your cash and remedy the situation.
Job cash position dashboard widgets and pivot grids grid let you analyze your cash by any attribute to get control over your funding.
Job Cash Flow Forecasting
The purpose
- Cash flow forecasting must be automated. It is better to have a 90% accurate automated forecast than no manually generated forecasts
- Jobs have Project Types assigned
- Template job S-Curves by Project Type will be set up with typical days, % cost complete, % billed, and field labor hours
S-Curve reporting
Utilize S-curve graphs for each project that can turn lines off and on for:
- Labor Hour and Cost Planned Curves
- Actual Labor Hours
- Actual Labor Cost
- Planned Actual Cost
- Actual Total Cost
Cash Flow reporting
Reports on:
- Projected Project Cash Flow over time
- Projected Gross Margin over time
- Projected Gross Margin vs GL Budget – shows how much work you have to win in the future to make budget
- Bid Work Pipeline – import your bid work with contract size, start and end data, and probability of winning.
Windshield view
Access a 24-7 windshield view of your business and replace the rear-view mirror you are looking through now.
Contact Us if you would like to be part of our early adopter program for groundbreaking reporting.