Grace PM Academy · Finance · BST11 Dashboard Explainer

Restrictions ▾

Project StatusActive

Project Manager002187 - Dana Reyes

Currency TypeProject Currency

Project(all active)

Project Scorecard (37)▾ ▬ ✕

Drag a column header here to group by that column.

Project Code	Project Name	Project Client Name	Finish Date	Budget Effort 1	Effort 2	Effort % Complete 3	Effort Remaining 4	Effort To Complete 5	Revenue 6	Revenue % Complete 7	Effort Performance Index 8	Variance 9	Profit % 10	Profit 11	Variance At Completion 12	Receivable Days 13
GRC-26-0142	Oakhaven Public Safety Campus	Oakhaven Township	3/15/2027	1,400,000.00	848,000.00	60.5714	552,000.00	533,333.33	860,000.00	61.4286	1.0142	12,000.00	15.0000	129,000.00	18,666.67	42.00
GRC-26-0103	Beacon Hill Medical Office Bldg	Summit Health Partners	6/1/2028	2,150,000.00	512,000.00	23.8140	1,638,000.00	1,576,000.00	548,000.00	25.4884	1.0703	36,000.00	17.4000	95,352.00	62,000.00	35.00
GRC-26-0177	Harborview Transit Center	Metro Regional Authority	11/1/2027	1,875,000.00	690,000.00	36.8000	1,185,000.00	1,150,000.00	705,000.00	37.6000	1.0217	15,000.00	14.2000	100,110.00	35,000.00	58.00
GRC-26-0121	Northgate Community Rec Center	City of Northgate	4/1/2028	1,120,000.00	210,000.00	18.7500	910,000.00	880,000.00	224,000.00	20.0000	1.0667	14,000.00	16.1000	36,064.00	30,000.00	31.00
GRC-26-0090	Willow Creek Fire Station 7	City of Willow Creek	2/28/2027	520,000.00	288,000.00	55.3846	232,000.00	257,000.00	274,000.00	52.6923	0.9514	-14,000.00	8.0000	21,920.00	-25,000.00	64.00
GRC-25-0088	Riverside Elementary Modernization	Fairview USD	8/30/2026	640,000.00	596,000.00	93.1250	44,000.00	94,000.00	548,000.00	85.6250	0.9195	-48,000.00	6.2000	33,976.00	-50,000.00	88.00
GRC-25-0156	Ashford University Science Wing	Ashford University	9/30/2026	2,640,000.00	1,760,000.00	66.6667	880,000.00	960,000.00	1,690,000.00	64.0152	0.9602	-70,000.00	7.5000	126,750.00	-80,000.00	96.00
GRC-25-0211	Cedar Grove Branch Library	Cedar Grove County	5/15/2026	385,000.00	372,000.00	96.6234	13,000.00	30,000.00	361,000.00	93.7662	0.9704	-11,000.00	9.1000	32,851.00	-17,000.00	121.00
				10,730,000.00	5,276,000.00		5,454,000.00		5,210,000.00			-66,000.00		576,023.00	-26,333.33

Field key · each highlighted column, explained

1 Budget Effort · the fee · the contracted service dollars for the project (in Ajera, your budget).
2 Effort · amount spent to date, valued at billing rate (not raw cost). Your Effort, not your invoice.
3 Effort % Complete · Effort ÷ Budget Effort × 100 · how much of the fee you have burned.
4 Effort Remaining · Budget Effort − Effort · the fee dollars still unspent.
5 Effort To Complete · bottom-up estimate of what remains to finish. Past Effort Remaining means you are heading over.
6 Revenue · recognized (earned) revenue to date.
7 Revenue % Complete · Revenue ÷ Budget Effort. Should track close to Effort % Complete. A gap is a warning.
8 Effort Performance Index · Revenue ÷ Effort. Above 1 means revenue is earning faster than the team is spending. Below 1 means effort is ahead of revenue.
9 Variance · Revenue − Effort · your live margin. Negative means effort is outrunning revenue.
10 Profit % · current profit margin on the project.
11 Profit · current profit dollars on the project.
12 Variance At Completion · Budget Effort − Effort At Completion. Negative means the phase is expected to finish over budget. Positive means under.
13 Receivable Days · average days receivables sit outstanding · how long earned money waits before it is cash.

Active Tasks With Negative Variance Current (4)▾ ▬ ✕

Oakhaven Public Safety Campus · the tasks inside the selected project where Effort has passed Revenue. These are your live margin leaks.

Task Name	Budget Effort 1	TD Revenue 2	TD Effort 3	TD Variance 4	Effort To Complete 5
CD — MEP Equipment Coordination	120,000.00	70,000.00	118,000.00	-48,000.00	32,550.00
CD — Structural Revisions (permit)	64,000.00	33,600.00	58,200.00	-24,600.00	13,800.00
CD — Envelope Detailing	88,000.00	61,000.00	74,500.00	-13,500.00	16,150.00
CD — Code Compliance Review	36,000.00	18,000.00	27,400.00	-9,400.00	9,300.00
				-95,500.00

Field key · each highlighted column, explained

1 Budget Effort · the task's slice of the fee.
2 TD Revenue · revenue earned on this task to date.
3 TD Effort · spent on this task to date, at billing rate.
4 TD Variance · TD Revenue − TD Effort. Every row here is negative · the task is spending faster than it earns.
5 Effort To Complete · bottom-up dollar estimate, at billing rate, of what remains to finish the task.

Active Tasks Behind Schedule Current (0)▾ ▬ ✕

Empty is the good news · none of Oakhaven's active tasks have slipped their scheduled finish. A slipped task lands here before it shows at the project level.

No Data Available

Aged Unbilled Tasks > 30 Days (5)▾ ▬ ✕

Work done and earned on Oakhaven that no one has put on an invoice yet. Invoice it to convert it to cash.

Task Code	Task Name	31 - 60 1	61 - 90	Total 3
102048	CD — Permitting Revisions	18,400.00	0.00	18,400.00
114063	DD — MEP Consultants (final)	9,200.00	0.00	9,200.00
115102	CD — Envelope Detailing	0.00	6,800.00	6,800.00
116564	CD — Structural Revisions	4,300.00	0.00	4,300.00
117382	CD — Reimbursables (printing)	1,250.00	0.00	1,250.00
		33,150.00	6,800.00	39,950.00

Field key · each highlighted column, explained

1 Aging buckets (31 to 60 … >121) · days since the work became billable but has not reached an invoice. Each column is one age band.
2 > 121 · the oldest band. Work earned four months ago and still not billed · the money most at risk of never being invoiced.
3 Total · all unbilled dollars on the task. Sum of the age bands.

Receivables Aging > 30 Days (by Project) (2)▾ ▬ ✕

Invoices already sent to Oakhaven Township that are still unpaid.

Bill Document Number 1	Bill Document Date	31 - 60 2	61 - 90	Balance 4
GRC-26-0142-008	5/31/2026	31,200.00	0.00	31,200.00
GRC-26-0142-006	4/30/2026	0.00	14,600.00	14,600.00
		31,200.00	14,600.00	45,800.00

Field key · each highlighted column, explained

1 Bill Document Number · the specific invoice sent to the client · right-click it to open the bill.
2 Aging buckets (31 to 60 … >121) · days since the invoice date. This is billed money waiting to be paid, not unbilled work.
3 > 121 · invoices unpaid past 120 days · the rows that earn a collections call this week.
4 Balance · dollars still owed on that invoice. Receivable Days on the scorecard is the average age of exactly this money.

Restrictions ▾

Project StatusActive

Project Manager002187 - Dana Reyes

Currency TypeProject Currency

ProjectGRC-26-0142 Oakhaven

Project Scorecard (44)▾ ▬ ✕

Drag a column header here to group by that column.

Project Code	Project Name	Project Client Name	Finish Date	Budget Effort 1	Effort 2	Effort % Complete 3	Effort Remaining 4	Effort To Complete 5	Revenue 6	Revenue % Complete 7	Effort Performance Index 8	Variance 9	Profit % 10	Profit 11	Variance At Completion 12	Receivable Days 13
GRC-26-0142	Oakhaven Public Safety Campus	Oakhaven Township	3/15/2027	1,400,000.00	848,000.00	60.5714	552,000.00	533,333.33	860,000.00	61.4286	1.0142	12,000.00	15.0000	129,000.00	18,666.67	42.00
GRC-25-0156	Ashford University Science Wing	Ashford University	9/30/2026	2,640,000.00	1,760,000.00	66.6667	880,000.00	960,000.00	1,690,000.00	64.0152	0.9602	-70,000.00	7.5000	126,750.00	-80,000.00	96.00
GRC-26-0177	Harborview Transit Center	Metro Regional Authority	11/1/2027	1,875,000.00	690,000.00	36.8000	1,185,000.00	1,150,000.00	705,000.00	37.6000	1.0217	15,000.00	14.2000	100,110.00	35,000.00	58.00
GRC-26-0103	Beacon Hill Medical Office Bldg	Summit Health Partners	6/1/2028	2,150,000.00	512,000.00	23.8140	1,638,000.00	1,576,000.00	548,000.00	25.4884	1.0703	36,000.00	17.4000	95,352.00	62,000.00	35.00
				8,065,000.00	3,810,000.00		4,255,000.00		3,803,000.00			-7,000.00		451,212.00	35,666.67

Field key · each highlighted column, explained

1 Budget Effort · the fee · the contracted service dollars for the project (in Ajera, your budget).
2 Effort · amount spent to date, valued at billing rate (not raw cost). Your Effort, not your invoice.
3 Effort % Complete · Effort ÷ Budget Effort × 100 · how much of the fee you have burned.
4 Effort Remaining · Budget Effort − Effort · the fee dollars still unspent.
5 Effort To Complete · bottom-up estimate of what remains to finish. Past Effort Remaining means you are heading over.
6 Revenue · recognized (earned) revenue to date.
7 Revenue % Complete · Revenue ÷ Budget Effort. Should track close to Effort % Complete. A gap is a warning.
8 Effort Performance Index · Revenue ÷ Effort. Above 1 means revenue is earning faster than the team is spending. Below 1 means effort is ahead of revenue.
9 Variance · Revenue − Effort · your live margin. Negative means effort is outrunning revenue.
10 Profit % · current profit margin on the project.
11 Profit · current profit dollars on the project.
12 Variance At Completion · Budget Effort − Effort At Completion. Negative means the phase is expected to finish over budget. Positive means under.
13 Receivable Days · average days receivables sit outstanding · how long earned money waits before it is cash.

Forecasts

Task Schedule Hours - Current (6)▾ ▬ ✕

What is scheduled on Oakhaven right now, per task and per person · the staffing plan behind the charts below.

Task Hierarchy Code 1	Task Name	Resource Name 2	Total Scheduled Hours 3
GRC0142.CD01	CD — MEP Coordination	Sebastian Z.	64.00
GRC0142.CD01	CD — MEP Coordination	Dana Reyes	12.00
GRC0142.CD02	CD — Envelope Detailing	Roger S.	48.00
GRC0142.CD03	CD — Structural Revisions	Amy T.	36.00
GRC0142.CD04	CD — Code Compliance	Sebastian Z.	20.00
GRC0142.CD05	CD — QA / QC Review	William S.	8.00
			188.00

Field key · each highlighted column, explained

1 Task Hierarchy Code · where the task sits in the project's task tree (project . task).
2 Resource Name · the person the hours are scheduled to.
3 Total Scheduled Hours · hours planned on this task for this person. The two charts below measure actuals against this plan.

Results

Actual Effort vs Scheduled Effort Current▾ ▬ ✕

Actual Hours vs Scheduled Hours Current▾ ▬ ✕

Project Task Summary - TD (5)▾ ▬ ✕

The scorecard broken one level down · Oakhaven's five phases. Read Variance At Completion by phase to find which phase is dragging the job.

Project / Task	Manager	Budget 1	Revenue 2	Effort 3	Variance 4	Scheduled Effort To Complete 5	Effort At Completion (Effective) 6	Variance At Completion 7	Revenue % Complete 8
Oakhaven / Schematic Design	Dana Reyes	280,000.00	280,000.00	224,000.00	56,000.00	0.00	224,000.00	56,000.00	100.0000
Oakhaven / Design Development	Dana Reyes	280,000.00	280,000.00	224,000.00	56,000.00	0.00	224,000.00	56,000.00	100.0000
Oakhaven / Construction Documents	Dana Reyes	490,000.00	300,000.00	400,000.00	-100,000.00	253,333.33	653,333.33	-163,333.33	61.2245
Oakhaven / Bidding & Negotiation	Dana Reyes	70,000.00				56,000.00	56,000.00	14,000.00	0.0000
Oakhaven / Construction Administration	Dana Reyes	280,000.00				224,000.00	224,000.00	56,000.00	0.0000
		1,400,000.00	860,000.00	848,000.00	12,000.00			18,666.67

Field key · each highlighted column, explained

1 Budget · the phase's slice of the fee.
2 Revenue · earned revenue on the phase to date.
3 Effort · spent on the phase to date.
4 Variance · Revenue − Effort for the phase · its live margin.
5 Scheduled Effort To Complete · planned dollars left to finish the phase.
6 Effort At Completion (Effective) · projected total spend when the phase finishes.
7 Variance At Completion · Budget − Effort At Completion. Construction Documents reads −$163,333 while the project total still holds +$18,667.
8 Revenue % Complete · Revenue ÷ Budget for the phase.

Restrictions ▾

Project StatusActive

Project Manager(firm-wide)

Currency TypeProject Currency

Project(all active)

Projects At Risk · Budget & Variance

Variance At Completion > 5,000 (8)▾ ▬ ✕

Every project the model expects to finish over budget, worst first · the list a principal opens before any other.

Project Code	Project Name	TD Budget Effort 1	Effort At Completion (Effective) 2	Variance At Completion 3	Effort Performance Index 4
GRC-25-0199	Lincoln County Courthouse Reno	3,200,000.00	3,410,000.00	-210,000.00	0.9262
GRC-25-0233	Union Depot Adaptive Reuse	2,880,000.00	3,010,000.00	-130,000.00	0.9528
GRC-25-0156	Ashford University Science Wing	2,640,000.00	2,720,000.00	-80,000.00	0.9602
GRC-26-0138	Parkside Behavioral Health Clinic	1,540,000.00	1,600,000.00	-60,000.00	0.9563
GRC-25-0088	Riverside Elementary Modernization	640,000.00	690,000.00	-50,000.00	0.9195
GRC-26-0090	Willow Creek Fire Station 7	520,000.00	545,000.00	-25,000.00	0.9514
GRC-26-0109	Crestwood Water Treatment Admin	445,000.00	470,000.00	-25,000.00	0.9652
GRC-25-0211	Cedar Grove Branch Library	385,000.00	402,000.00	-17,000.00	0.9704
		12,250,000.00	12,847,000.00	-597,000.00

Field key · each highlighted column, explained

1 TD Budget Effort · the fee · what the firm is contracted to earn.
2 Effort At Completion (Effective) · projected total spend at finish.
3 Variance At Completion · Budget − Effort At Completion. Every row is negative · a profit dollar the firm loses unless someone acts. Sorted worst first.
4 Effort Performance Index · Revenue ÷ Effort. Below 1 confirms the project is spending faster than it earns.

Project Schedule Variance > 10 Days (4)▾ ▬ ✕

Projects whose finish has slipped more than ten days from baseline · cross-check these against the Variance At Completion list.

Project Code	Project Name	Current Finish Date 1	Baseline Finish Date 2	Schedule Variance (Days) 3
GRC-25-0199	Lincoln County Courthouse Reno	7/31/2026	6/17/2026	-34
GRC-25-0233	Union Depot Adaptive Reuse	12/1/2026	11/10/2026	-21
GRC-25-0156	Ashford University Science Wing	9/30/2026	9/15/2026	-15
GRC-25-0088	Riverside Elementary Modernization	8/30/2026	8/18/2026	-12

Field key · each highlighted column, explained

1 Current Finish Date · where the project is now forecast to finish.
2 Baseline Finish Date · the finish date you committed to at kickoff.
3 Schedule Variance (Days) · Baseline − Current, in days. Negative = behind. Schedule slip and margin slip usually arrive together.

Projects At Risk · Billings & Collections

Aged Unbilled > 30 Days (31)▾ ▬ ✕

Earned work across the whole firm that no one has invoiced yet · the fastest cash the firm can raise, worst first.

Project Name	Project Client Name	31 - 60 1	61 - 90	91 - 120	> 121 2	Total 3
Union Depot Adaptive Reuse	Downtown Partnership	0.00	0.00	0.00	63,200.00	63,200.00
Lincoln County Courthouse Reno	Lincoln County	0.00	42,000.00	15,500.00	0.00	57,500.00
Ashford University Science Wing	Ashford University	28,900.00	11,200.00	0.00	0.00	40,100.00
Beacon Hill Medical Office Bldg	Summit Health Partners	22,300.00	0.00	0.00	0.00	22,300.00
Crestwood Water Treatment Admin	Crestwood Utilities	0.00	0.00	12,400.00	6,800.00	19,200.00
Oakhaven Public Safety Campus	Oakhaven Township	18,400.00	0.00	0.00	0.00	18,400.00
Parkside Behavioral Health Clinic	St. Anne's Health System	0.00	18,000.00	0.00	0.00	18,000.00
Harborview Transit Center	Metro Regional Authority	14,750.00	0.00	0.00	0.00	14,750.00
Riverside Elementary Modernization	Fairview USD	9,600.00	0.00	0.00	0.00	9,600.00
Cedar Grove Branch Library	Cedar Grove County	3,850.00	0.00	0.00	0.00	3,850.00
		97,800.00	71,200.00	27,900.00	70,000.00	266,900.00

Field key · each highlighted column, explained

1 Aging buckets (31 to 60 … >121) · days the money has been earned but unbilled. Each column is one age band.
2 > 121 · work earned over four months ago and still not billed · the highest collection risk.
3 Total · all unbilled dollars for the project, across the bands.

Receivables Aging > 30 Days (by Project Portfolio) (27)▾ ▬ ✕

Invoices sent firm-wide and still unpaid.

Project Name	Project Client Name	31 - 60 1	61 - 90	91 - 120	> 121 2	Total 3
Union Depot Adaptive Reuse	Downtown Partnership	0.00	0.00	0.00	152,000.00	152,000.00
Lincoln County Courthouse Reno	Lincoln County	0.00	0.00	88,000.00	46,500.00	134,500.00
Ashford University Science Wing	Ashford University	0.00	61,400.00	34,000.00	0.00	95,400.00
Riverside Elementary Modernization	Fairview USD	0.00	33,500.00	0.00	0.00	33,500.00
Oakhaven Public Safety Campus	Oakhaven Township	31,200.00	0.00	0.00	0.00	31,200.00
Parkside Behavioral Health Clinic	St. Anne's Health System	27,600.00	0.00	0.00	0.00	27,600.00
Cedar Grove Branch Library	Cedar Grove County	0.00	0.00	0.00	28,700.00	28,700.00
Crestwood Water Treatment Admin	Crestwood Utilities	0.00	0.00	21,900.00	0.00	21,900.00
Harborview Transit Center	Metro Regional Authority	19,800.00	0.00	0.00	0.00	19,800.00
Willow Creek Fire Station 7	City of Willow Creek	0.00	16,400.00	0.00	0.00	16,400.00
		78,600.00	111,300.00	143,900.00	227,200.00	561,000.00

Field key · each highlighted column, explained

1 Aging buckets (31 to 60 … >121) · days the money has been billed but unpaid. Each column is one age band.
2 > 121 · invoices unpaid past 120 days · where money goes to die.
3 Total · balance owed across all bands for the project.

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