Projects view — Option A: tabbed page

Tab: Overview

Default landing — health snapshot in one screen.

Cost-to-complete

$332,500

remaining vs effective

Forecast — this month

$78,300

labor + materials, April

Days to next pay app

cycle ends May 20

Latest CTC filed

+$15,000 margin gain

Underground · 3d ago

Recent activity

View all →

✦ CTC

Margin gain +$15,000 from Plumbing — Underground

Josh M. · 2026-04-22 · "Underground came in clean — no rock"
⚠ CTC

Margin draw −$5,000 for Plumbing — Top-out overrun

Josh M. · 2026-04-22 · "Tile spec required additional labor"
📅 Close-out

March 2026 closed · profit impact +$2,400

Josh M. · 2026-04-15
🔄 Sync

Pulled CO #3 from QB · +$8,000 to Plumbing — Top-out

automatic · 2026-04-10
📝 Status

Status changed: Award → In Progress

Josh M. · 2026-03-12

Needs attention

3 items

🚨

Plumbing — Trim is over by $4,200

Spent $82,200 vs effective $78,000. Close-out blocked until a CTC is filed.
⏰

CTC review is 14 days old

3 cost codes haven't been reviewed yet (HVAC — Equipment, Test & Balance, Insulation).
📭

1 closeout override needs CTC formalization

HVAC — Equipment, +$8,400 acknowledged 30 days ago without a CTC.

About this project

From QuickBooks · synced 2h ago

GC PM

Mike Rose

mrose@keyconst.com · (918) 555-0142

Send invoices to

ap@keyconst.com

CC: mrose@keyconst.com

Project address

10300 E 81st St

Tulsa, OK 74133

Owner

Tulsa Community College

Public · prevailing wage

Contract date

2026-01-08

scheduled completion 2026-09-30

Pay app cycle

20-to-20 monthly

retainage 5% on each draw

Tab: Budget

The meat of the page — original + COs + CTCs layered.

Cost code	Original	+ CO	+ CTC	Effective	Spent	Remaining	% used
Plumbing — Labor & Materials	$320,000	+$12,000	—	$332,000	$215,000	$117,000	65%
Plumbing — Underground	$95,000	—	−$30,000	$65,000	$58,000	$7,000	89%
Plumbing — Top-out	$145,000	+$8,000	+$20,000	$173,000	$95,000	$78,000	55%
Plumbing — Trim ⚠	$78,000	—	—	$78,000	$82,200	−$4,200	105%
HVAC — Labor & Materials	$285,000	+$15,000	—	$300,000	$198,000	$102,000	66%
HVAC — Equipment	$92,000	—	—	$92,000	$92,000	$0	100%
Bonds & Permits	$8,500	—	—	$8,500	$7,200	$1,300	85%
Insulation (sub)	$28,000	—	—	$28,000	$0	$28,000	0%
Test & Balance (sub)	$11,000	—	—	$11,000	$0	$11,000	0%
Margin / Profit	$187,500	—	+$10,000	$197,500	—	—	—
Project total	$1,250,000	+$35,000	$0	$1,285,000	$747,400	$340,100	58%

Effective = Original + COs + CTCs. Margin row = revenue side; doesn't get a "Spent" or "Remaining."

Tab: Forecast

Embeds the existing /labor-forecast/project/:listId editor — same UX, same close-out wizard.

Showing 6 months · click any cell to set %. Full editor at /labor-forecast/project/QB-list-id.

Cost code	Apr 2026	May	Jun	Jul	Aug	Sep
Plumbing — L&M	25% $29K	19% $22K	19% $22K	19% $22K	19% $22K	—
Plumbing — Top-out	30% $23K	30% $23K	20% $16K	20% $16K	—	—
HVAC — L&M	17% $17K	17% $17K	17% $17K	17% $17K	17% $17K	17% $17K
Insulation (sub)	—	—	—	100% $28K	—	—

Hard (locked) Auto (re-proportions live) Empty (click to include)

Tab: Invoices · Under construction

What a greyed/disabled tab body looks like.

🚧

Pay app cycle & invoice management coming next

This tab will pull together every invoice issued, the active pay app, retainage, and AR aging — for this project specifically.

Will live here

· Issued invoices (with attached pay-app PDFs)

· Pay app schedule (20-to-20 cycle, retainage 5%)

· Retainage tracking + release stage

· AR aging for this GC

· "Compose pay app backup" — bulk PDF download

Target: Q3 2026 · gated on Monthly Billing Helper feature. See roadmap.

All four sample tab bodies rendered above. Other tabs (Reports, Documents, Activity) follow the same patterns. Generated 2026-04-25.

All project information consolidated under tabs

Tulsa Community College — SE Campus Restrooms