Project Detail — Online Help

Project Detail is the single-job workspace for financial scorecard, production reporting, field photos, materials tracking, job history, and forecasting. Use this guide to see what each tab does and how the pieces fit together. PM training modules below go deeper with step-by-step exercises.

At a Glance — All Tabs

Tab	What you can do	Deep link
Overview	7-day weather, margin & billing summary, earned value, property & PM contacts, contract bar (Daily Report, Ask Pitch)	&tab=overview
Cost Variance	Category BAC/EAC chart, cost trend & burn, labor rates, material detail	&tab=cost
Labor & Production	Scope lines, daily production, Manpower/timecards, PROJECT SITREP	&tab=labor
What-If	Model EAC overrides and commit forecast changes (editors only)	&tab=whatif
Job History	Timeline of comments, production, escalations, delivery updates, field uploads	&tab=log
Photos	Field photo gallery — upload, filter, group; receipts & job paperwork	&tab=photos
Materials Order	Imported material plan vs invoice/BOL delivery — match %, qty remaining, Rerun	&tab=materials-order
Materials Delivered	Invoice & BOL line items extracted from uploaded paperwork	&tab=materials-delivered

Open any job at project-detail.html?code=JOB-CODE and append a tab parameter to land directly on that view.

Training Modules

01Orientation & LayoutOpen a job, read the hero, find every tab 02The Scorecard (KPIs & EVM)BAC, ACWP, EAC, CPI, GM% and color rules 03Overview TabWeather, margin, billing, property & contacts 04Cost Variance TabCategory variance, trends, burn, rates 05Production ReportingScope lines & daily field production 06Corrective (Negative) EntriesFix over-reported production safely 07Manpower & TimecardsBuildertrend crew hours and roster 08What-If / EAC ForecastingModel cost outcomes and commit 09Materials OrderPlan vs delivered — Claude match & Rerun 10Materials DeliveredInvoice/BOL lines from field uploads 11Photos TabGallery, uploads, receipts & paperwork 12Job History & EscalationsComments, escalations, delivery updates 13Reports & AssistantsDaily Report PDF, SITREP, Ask Pitch 14Job Editors & AccessDelegation cog, roles, who can edit DWhere the Data Comes FromTables, views & the two-database model ✓Readiness ChecklistConfirm you can run a job unassisted

Module 01

Orientation & Layout

Goal: Open a job, understand what the top of the screen is telling you, and know where every feature lives.

How to Open a Job

From PM Variance, the Operations Center (Gantt), the Project Board, or Command Center, click any job. It opens at project-detail.html?code=JOB-CODE.

Deep-link to a tab with &tab= plus one of: overview, cost, labor, whatif, log, photos, materials-order, materials-delivered. Legacy &tab=forecast opens Overview.

Use ← Back to return where you came from, or the Jump To dropdown to hop to Command Center, Portfolio Map, Pipeline, and more.

The Hero (Top Band)

The first thing you see — a one-line read on the job and its headline margin.

Job Code & Name

The job code and project name, with customer, PM, PEx, and city/state on the meta line.

Status Badge

Green Active or a Complete badge, derived from the job's lifecycle status.

Proj GM% (big number)

Projected gross margin. Colored green ≥20%, amber ≥10%, red below. Prod % Complete sits just beneath it.

MAP & Settings Cog

MAP opens the Portfolio Map focused on this job. The ⚙ cog (owners/admins only) opens Job Editors.

The Tabs

OverviewSummary & forecast

→

Cost VarianceBy category

→

Labor & ProdField reporting

→

What-IfEAC modeling

→

Job HistoryTimeline

→

PhotosField images

→

Materials OrderPlan vs delivery

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Materials DeliveredInvoice/BOL lines

Click the ? button in the Project Detail header anytime to open this help page.

Heads up: the What-If tab only appears if you are allowed to edit the job (owner, delegate, or admin). If you don't see it, that is expected — see Module 14.

Check yourself: Open any job, name the customer/PM/PEx from the hero, read the Proj GM% color, and click through every tab you can see.

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Module 02

The Scorecard — KPIs & Earned Value

Goal: Read the KPI strip and the Earned Value (EVM) terms so a glance tells you whether the job is healthy.

The KPI Strip

Twelve live tiles directly under the hero, refreshed from the variance view.

$493.6K

Award Value

65.0%

Proj GM%

62.4%

Fcst GM%

$172.8K

Total EAC

($20.1K)

Total Var

1.08

Prod CPI

Award / Contract

Award Value, Budget GM%, Proj GM%, Fcst GM% — the contract size and three views of margin (budgeted, projected, forecast).

Cost & Variance

Total EAC (estimate at completion), Total Var (green if ≥0, red if negative), % Cost Incurred.

Billing

Billed to Date, % Billed, Over / Under Billed — how billing tracks against earned value.

Production

Prod CPI (≥1 green, ≥0.9 amber, else red) and Earned Value.

Earned Value Terms (Plain English)

Term	Means
BAC	Budget at Completion — what the job was budgeted to cost.
ACWP	Actual Cost of Work Performed — what you've actually spent so far.
ETC	Estimate to Complete — the remaining cost to finish.
EAC	Estimate at Completion — ACWP + ETC, the projected final cost.
Earned Value	Budgeted value of the work physically completed to date.
CPI	Cost Performance Index = Earned Value ÷ ACWP. Above 1 = under budget; below 1 = over budget.

Color Rules You'll See Everywhere

GM% ≥ 20% good GM% 10–20% watch GM% < 10% risk $ variance ≥ 0 $ variance < 0 CPI ≥ 1

Billing/cost mismatch flag: if a job shows heavy billing but ~0% cost incurred, affected tiles (Billed, % Billed, Earned Value) display a warning style. That usually means a data-quality gap, not a healthy job — investigate before trusting the margin.

The Contract Value Bar

Below the KPIs, a four-cell bar shows the math behind the contract: Original Award + Approved Modifications = Current Contract Value, with Forecast Contract Value alongside. This bar also hosts the Ask Pitch and Daily Report buttons (Module 13).

Check yourself: On a live job, point to ACWP, EAC, and CPI in the Overview tab and explain in one sentence each whether the job is ahead or behind.

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Module 03

Overview Tab

Goal: Use the Overview tab as your daily 30-second health check on one job.

7-Day Weather

Forecast for the job's coordinates. Days are flagged red for storm/rain/high wind/heat and blue for snow/cold — a quick look at field-day risk.

Cost Variance by Category

Bar chart comparing BAC vs EAC for each cost category (labor, material, sub, equipment, etc.).

Contract & Gross Margin

Award, approved changes, forecast contract value, plus Budget / Proj / Fcst GM% and dollars.

Billing Status

Billed to date, % billed, % cost incurred, over/under billed, retention spread, sales tax.

Earned Value Analysis

BAC, ACWP, ETC, EAC, variance, CPI, earned value, and cost variance in one block.

Progress & CE Projection

Progress bars for % complete / % billed / % cost incurred, plus Cost Engineering projection, property address (street, ZIP), job date, and PM phone/email.

Former Forecast tab: forecast contract values (Contract Summary, Gross Margin) and property/contact details (street, ZIP, job date, PM phone/email) now live on Overview — there is no separate Forecast tab.

Check yourself: From the Overview tab alone, state the job's margin trend (Budget → Proj → Fcst), whether it is over- or under-billed, and confirm the property address and PM contact fields.

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Module 04

Cost Variance Tab

Goal: Find exactly which cost category is driving margin up or down, and see the trend over time.

Category Variance Chart

Toggle between Variance and BAC vs EAC views to isolate the categories moving your number.

Cost Trend & Burn

Trend chart (lines / % modes) and a cost-burn chart (area / rate) built from the job's saved history snapshots.

BAC / ACWP / ETC / EAC Table

Row per category (Labor Hours, Labor $, Material, Sub, Equipment, Supplies/Misc) with variance $ and % — green when favorable, red when not.

Labor Rates & Material Detail

Budget / actual / forecast all-in labor rates and a material BAC-through-variance breakdown.

Reading variance: dollar variances are green when ≥ 0 (favorable). Labor-hour variances are inverted — fewer hours than budget is favorable, so negative hour variance shows green.

Check yourself: Identify the single category with the largest unfavorable variance and confirm whether it's a rate problem (Labor Rates) or a quantity problem (Material Detail / production).

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Module 05

Production Reporting — By Scope

Goal: Set up your Definable Features of Work (scope lines) and record daily field production so CPI and % complete stay accurate.

Lives in the Labor & Production tab, in the "Production Reporting — By Scope" card. Editing requires owner, delegate, or admin access (Module 14).

Scope Lines (Definable Features of Work)

Add Scope

+ Add production scope opens a modal: description, plan quantity, unit of measure, and budget hours. (On Sub-Contract jobs, budget hours are optional.)

Edit / Reorder

Pencil icon edits a line; drag-drop or the order # reorders lines so the table reads top-to-bottom in field sequence.

Archive / Reactivate

Lines you no longer need can be archived. Toggle Show archived (N) to view and Reactivate them.

Delete

Only available while a line has no production reported against it. Once reporting exists, the line is locked from deletion.

The lock rule: once a scope line has meaningful production reported, its plan quantity, budget hours, and unit of measure are locked. This protects history and CPI from being rewritten. To change a locked plan, adjust through production entries or talk to an admin.

Recording Daily Production

On a scope row, click the + (daily report) button to open the entry modal. The unit of measure for that line is shown next to the quantity field.

Enter units completed for the entry and labor hours spent. A live preview shows Current → Entry → New Total with a color-coded status.

Add a note if useful, then submit. Production is incremental — each entry adds to the running total. The KPI strip and CPI refresh immediately.

Scope Status Badges

On track Watch Behind / over hours Not started

Each line shows a colored status badge and a % Complete progress bar in the matching color, so the field's progress is visible at a glance.

Units matter: always confirm the unit of measure before reporting. A common error is calling in square feet against a line measured in SQ (1 SQ = 100 sq ft). If a quantity was reported in the wrong unit, fix it with a corrective entry — see Module 06.

Check yourself: Add a test scope line, record a daily entry, watch the New-Total preview and CPI update, then confirm the line can no longer be deleted.

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Module 06

Corrective (Negative) Production Entries

Goal: Safely back out over-reported production — for example when the field called in square feet against a line tracked in SQ.

Why This Exists

Production is append-only, so you never edit a past entry — you post a correcting entry that nets the total to the right number. Negative entries are gated: only the job's PM / PEx owner, a delegated editor, or an admin can post them.

Over-reportede.g. 24,560 entered

→

Negative entryunits below zero

→

Required noteexplain the fix

→

Net totallands at 2,456

How to Post a Correction

Open the scope line's daily-report modal and enter a negative units value (e.g. -22104) to remove the over-report. Hours may be 0 for a pure quantity correction. For over-reported labor only, enter 0 units and a negative hours value (e.g. -1269).

The live preview shows the new total. The system will not let the running total drop below zero — size the correction to net to the intended figure.

A note is required on negative entries. State why (wrong unit, duplicate entry, mis-keyed quantity).

Submit. The entry is journaled as a PM correction in Job History with a sign-aware label (e.g. -22,104 SQ), preserving the audit trail.

Guardrails: a zero-unit entry is rejected (nothing to record), negatives can't push a scope total negative, and every negative entry must carry a note and is attributed to you. These rules keep corrections honest and traceable.

Check yourself: On a test line with an inflated total, post a negative entry that nets to the correct figure, confirm the required-note prompt, and find the correction in Job History.

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Module 07

Manpower & Timecards

Goal: Use Buildertrend timecard data to see who's on the job, how many hours, and where overtime is creeping in.

Found in the Labor & Production tab, "Manpower" card. Read-only field data — sourced from timecards, not entered here.

Manpower KPIs

Total workers, average daily headcount, total labor hours, and active days for the job.

Charts

Daily headcount, daily hours (regular vs OT stacked), and weekly straight/OT/break breakdowns. OT cells fill with color when elevated.

Summary by Person

Sortable per-worker table of hours and overtime across the job.

Recent Roster

Week-by-week roster with avatars (BambooHR photos), qualifications, and distance/geocode hints. Use the week nav to move through the schedule.

Check yourself: Open the Manpower card, find the week with the highest OT %, and name the top two workers by hours from the Summary table.

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Module 08

What-If / EAC Forecasting

Goal: Model how cost changes affect the final number, then commit a revised EAC when you're confident.

The What-If tab is visible only to owners, delegates, and admins. Commits are logged and recalculate the job's forecast.

How It Works

Open the What-If tab. A sticky bar at the top tracks Current EAC, What-If EAC, the Delta, and the resulting What-If Fcst GM%.

Adjust the per-category EAC overrides (hours, rate, or dollars). Gross margin recalculates live as you type — nothing is saved yet.

When the model reflects reality, enter a reason / note and click Commit Override. The job's forecast updates and the change is journaled.

Why a reason is required: a committed override changes the job's projected margin that leadership sees. The note explains the assumption (added scope, rate change, productivity loss) for anyone reviewing later.

Can't see the tab? You're likely not the PM/PEx of record and haven't been delegated. Ask the owner to add you via the Job Editors cog (Module 14).

Check yourself: Model a 10% labor-hour overrun in What-If, read the new Fcst GM%, then discard without committing.

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Module 09

Materials Order Tab

Goal: Compare the job's imported material plan against invoices and bills of lading scanned in the field.

Requires a material plan imported in the Job Set Up form. Delivery data comes from invoice/BOL photos uploaded on the Photos tab or field mobile app.

Summary header

Estimate total, line count, order status, supplier, source file, and import date. Edit in Job Set Up opens the plan in the variance drawer.

Delivery vs BOL/Invoice

One-line status: how many plan lines are delivered, matched, and qty remaining. While Claude is matching, a green banner shows progress.

Line item table

Columns: Del (✓ delivered, ◐ partial), Delivered, Remaining, Match % (Claude confidence per line), plus plan qty, unit, and cost.

Charts

Cost by section and by manufacturer — same groupings as the material plan import.

How matching works

When you open the tab, the page loads the material plan and any invoice/BOL line items already extracted from field photos.

If delivery paperwork exists, Claude compares each plan line to invoice lines (item identity + quantity). The table fills in while a Rerun in progress… indicator shows in the header.

Click Rerun in the header to force a fresh match and write a DELIVERY UPDATE entry to Job History.

No plan on file? You'll see a link to import materials in Job Set Up. No delivery docs? Upload invoice or BOL photos on the Photos tab — AI extraction runs on upload.

Materials Pull Request (warehouse module) BETA

At the top of this tab, the Materials Pull Request panel validates stock at the nearest hub or forward site and lets the PM Confirm pull request to spawn warehouse + supplier POs. Full workflow: Warehouse Inventory Help ↗.

Quantity rules: qty comes from the document's QTY column, not product dimensions (e.g. 30 Yd dumpster ≠ 30 units). If qty looks wrong, reclassify the photo from the lightbox.

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Module 10

Materials Delivered Tab

Goal: Review what invoices and bills of lading have been scanned for this job and the line items AI extracted from each document.

Delivered From chart

Horizontal bar chart of totals by vendor/supplier across all invoice and BOL documents.

Line item detail

Table: date, doc ID, type (Invoice / Bill of Lading), item description, qty, and price per extracted line.

Filters

Filter by document type or uploader when many documents are on file.

Where documents come from

Field crews upload invoice and BOL photos via the mobile app or PM uploads on the Photos tab. AI classifies the image, extracts vendor, date, and line items, and stores them against the job. Those lines feed both this tab and the Materials Order match.

Check yourself: Upload or locate an invoice on Photos, confirm line items appear here, then open Materials Order and verify match % updates.

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Module 11

Photos Tab

Goal: Browse field photos, upload new images, and manage receipts, invoices, and job paperwork.

Photo grid

CompanyCam-style gallery with filters by user, date, and tag. Group by date, person, or tag. Click any image for the lightbox.

Upload

Upload photos from desktop. Images are stored on the job log and classified by AI (job site, receipt, invoice, BOL, etc.).

Receipts view

Sub-view for receipt scans — category totals, vendor chart, line items, and flagged personal/non-job spend.

Paperwork types

Invoices, bills of lading, packing slips, material deliveries, fuel logs, and more — each tagged and searchable in Job History.

Materials pipeline: invoice and BOL uploads here (or on field mobile) automatically feed Materials Delivered and trigger delivery matching on Materials Order.

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Module 12

Job History & Escalations

Goal: Keep a clean record of what happened on the job, raise escalations, and review the photo timeline.

Posting a Comment

On the Job History tab, type into the comment box. Any signed-in user can post.

Tick Escalatable to flag the note for attention — escalated items can surface in the Command Center queue.

Submit. Your entry joins the timeline immediately, attributed to you with a timestamp.

Reading the Timeline

The timeline merges system events and user comments, color-coded by topic: What-If / EAC assignments delays / escalations production DELIVERY UPDATE. Filter by topic, date range, who updated it, or free-text search. Field photos appear inline — click any photo to open it full-size in the lightbox.

DELIVERY UPDATE entries are written when invoice/BOL paperwork is matched against the materials plan (on upload or when you click Rerun on Materials Order). They summarize match % and per-line delivery status.

Check yourself: Post an escalatable comment, filter the timeline to "production" events, and open a photo in the lightbox.

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Module 13

Reports & Assistants

Goal: Generate a Daily Foreman Report PDF, read the auto-generated SITREP, and use the Ask Pitch advisor.

Daily Report (PDF)

From the Contract Value Bar, Daily Report builds a printable Daily Foreman Report — crew/timecards, same-day production, optional SITREP narrative, weather/materials/safety/RFI notes, and a signature block. Downloads as a PDF.

PROJECT SITREP

An AI narrative summary of recent production, generated automatically when you open the Labor tab and cached for ~6 hours. Use Regenerate to refresh it.

Ask Pitch

A PM advisor chat on the Contract Value Bar. Ask questions about the job's numbers in plain language and get a grounded answer.

Daily Report notes are for the PDF: the weather/materials/safety/RFI/foreman fields you fill in the Daily Report modal are captured into that document. They are not stored as separate structured job fields, so keep production and history updates in their own tabs.

Check yourself: Generate a Daily Report PDF for today, confirm crew and production populate, and regenerate the SITREP.

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Module 14

Job Editors & Access

Goal: Understand who can edit a job, and use the delegation cog so coverage continues when an owner is unavailable.

Who Can Edit?

Action	Allowed for
View the page, read all tabs, post Job History comments	Any signed-in user
What-If / EAC commit · production reporting (incl. negative)	Admin or PM/PEx owner or a delegated editor
Manage the Job Editors list (add/remove delegates)	Admin or the PM/PEx owner only — delegates cannot manage the list

Delegating Edit Access

Owners add coverage so What-If and production reporting keep moving when the PM is out — permanent until manually removed.

Click the ⚙ cog next to the MAP button in the hero (visible to owners/admins only). The Job Editors modal opens.

In Add editor, type a name to search. Only PM-app users with a PM or PEx role are eligible — results show name, email, and role.

Click a person to select them (they appear as a chip), then click Add editor. They immediately gain edit rights and see a banner on the job.

To revoke, click Remove on a delegate. Confirm inline (Remove? · Yes / No) right in the row. The change is journaled to Job History.

Delegate banner: when you've been delegated a job you don't own, a blue strip under the hero reads "You can edit this job (delegated by …)" so it's clear why you have access.

The PM/PEx of record always keep access and cannot be removed from the editors list. Delegation only adds people; it never takes the owner's rights away.

Check yourself: As an owner, open the cog, search and add a PM/PEx delegate, confirm their banner appears, then remove them using the inline confirm.

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Data Sets

Where the Data Comes From

Goal: Know which numbers are live, where they originate, and why the page reads from two databases.

The Two-Database Model

wzobyCRM / PM data

→

Project Detailreads & displays

←

ydgezauth & secure writes

Project Detail reads job financials and production mostly from the CRM database (wzoby). Every authenticated change — What-If commits, production entries, delegation, job comments — goes through secure Edge Functions on the intelligence database (ydgez), which re-check your permission before writing. You never need to think about this; it just means edits are validated server-side, not only in the browser.

Key Read Sources (wzoby)

vw_pm_variance

The primary row — hero, every KPI, and all financial tabs. Polls every ~60 seconds on the Labor tab and refreshes after each production edit.

job_summary

Historical snapshots that power the cost-trend and cost-burn charts.

tbl_questions · jobsquestionsdaily

Scope-line master (Definable Features of Work) and the individual daily production entries posted against them.

vw_project_scope_metrics · vw_project_daily_production

Aggregated production units/hours per scope and the daily cumulative series for charts, weekly grid, and SITREP.

Manpower views

vw_manpower_job_kpis / _daily / _worker_summary and the normalized Buildertrend timecards behind the Manpower card.

tbl_project_managers · vw_project_job_history

Coordinates, contract type, and dates; plus the merged Job History timeline (including DELIVERY UPDATE entries).

Material plan (ydgez)

vw_material_plan_summary, tbl_material_plan_items — imported plan for Materials Order tab.

Job log photos (ydgez)

tbl_job_log_photos — field uploads, AI classify metadata, invoice/BOL line items for Materials Delivered.

Secure Write Paths (ydgez Edge Functions)

resolve-user-context

Establishes who you are and your roles when the page loads.

pm-whatif-commit

Commits a What-If EAC override (owner / delegate / admin only).

pm-production-scope-mutate

Creates/edits/reorders scope lines and posts daily production, including negative corrections.

pm-job-delegates

Lists, adds, and removes Job Editors. Backed by the tbl_pm_job_delegates table.

pm-job-log-comment

Posts Job History comments and escalations.

production-summary · pm-advisor

Generate the PROJECT SITREP narrative and power the Ask Pitch advisor.

pm-materials-delivery-match

Claude match of material plan vs invoice/BOL lines; writes DELIVERY UPDATE to job history on Rerun.

mobile-upload-job-photo · mobile-classify-job-photo

Upload and AI-classify field photos; extract invoice/BOL line items and qty.

External data: the 7-day weather forecast comes from the Open-Meteo public API using the job's coordinates; the Daily Report PDF is built in-browser. Neither stores anything back to JRCO systems.

Check yourself: Explain in one sentence why a production correction you save is re-checked on the server even though the button was enabled in your browser.

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Checklist

PM Readiness Checklist

Before a PM or Project Executive runs a job from this page unassisted, confirm they can do each of the following.

☐

Open a job by code, read the hero, and navigate every tab (Overview through Materials Delivered).

☐

Interpret Proj/Fcst GM%, Total Var, and Prod CPI — including the color rules.

☐

Define BAC, ACWP, ETC, EAC, Earned Value, and CPI in plain English.

☐

Find the category driving variance on the Cost Variance tab.

☐

Add a scope line and record a daily production entry; explain the lock rule.

☐

Post a negative correction that nets to the right total, with a required note.

☐

Read the Manpower card and spot elevated overtime.

☐

Run a What-If model and commit an EAC override with a reason.

☐

Post an escalatable Job History comment and filter the timeline.

☐

Generate a Daily Foreman Report PDF and regenerate the SITREP.

☐

Review Materials Delivered line items and explain how they feed Materials Order matching.

☐

Use Rerun on Materials Order and find the DELIVERY UPDATE in Job History.

☐

Upload or locate an invoice on Photos and confirm extraction in Materials Delivered.

☐

Use the cog to add and remove a delegated Job Editor (owners/admins).

☐

Explain the two-database model and why edits are re-checked server-side.

JRCO Project Management · Project Detail Online Help · Updated Jun 6, 2026