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Project overview and profitability
Billing, costs and profit for one job on one screen.
Updated October 15, 2026
Open any project and the Overview tab tells you where it stands. What the contract is worth, what you have billed and collected, what the job has cost so far, and the profit left in it.
- Open a contract project from Projects > Contract Projects by clicking its name.
- The Overview tab shows the contract value, what you have billed, what you have collected, costs to date and the resulting profit, plus the project's contacts and location.
- The other tabs hold the rest of the job: Contract (schedule of values), Budget, Revenue (pay applications), Changes (EWAs, CORs and change orders), RFI, Submittals and Time.
Where costs come from
Project cost is the sum of expenses, vendor bills and purchase orders coded to the project, plus logged time at each person's burdened labor rate. Keep those coded to the right project and the profit number takes care of itself.
Project overview FAQ
Why is profit different from the dashboard?
The dashboard totals every project for a period. The project overview is one job for its whole life.
How do I mark a project complete?
Open the ⋮ menu in the top right and choose Complete. Completed projects stop showing in pickers but keep their history.