Portfolio headline Contract backlog, margin, WIP position, labour, schedule and safety for the selected jobs and period
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Portfolio Gantt-map with cost-to-complete rings Bars: contract schedule Jan 2025 – Jun 2027, filled to earned progress at period end · Ring: cost to date as a share of forecast cost at completion, coloured by fade vs estimate
②Earned progressRemaining scheduleCost-to-complete ringWithin estimateFade 0–3%Fade >3%
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What this board answers Three questions owners ask on Monday morning
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Earned revenue vs job cost by month Bars: revenue earned (cost-to-cost) and job cost incurred · Line: monthly gross margin %
④Earned revenueJob costGross margin %
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Job cost vs estimate by phase Original estimate vs forecast at completion, summed across selected jobs
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WIP schedule — over / (under) billings Earned = contract × % complete (cost-to-cost) · positive = billed ahead of earned
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Change orders by driver Approved vs pending value, change orders logged in the selected period
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Labour productivity & schedule Earned hours ÷ actual hours (1.00 = estimate) · days ahead / (behind) baseline
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Safety — TRIR & near-misses Recordables × 200,000 ÷ hours worked, by region, vs BLS construction 2.31
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Bid hit-rate by sector Bids submitted in the period · won ÷ submitted by count
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Equipment utilisation by class Engine hours ÷ available hours for units assigned to the selected jobs · target 75%
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Ask the data AI layer over the same model — natural-language question, governed answer, chart reference
⑫›Which jobs are fading most against estimate, and what is it costing us?
Why is Route 9 under-billed?Show pending change orders older than 30 daysWhich crews are below 0.90 productivity?Idle cranes next month?
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