Roles

Project Controls

a construction professional who manages project budgets, schedules and forecasts, tracking cost and progress against the plan

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Your job, minus the screen work

You measure each job against its plan: budget changes, cost reconciliation, forecasts, schedule updates and the monthly review package. On a PMO you also own cost codes, job setup and reports. Much of it means reconciling the same numbers across systems.

Where your week goes

  1. Exporting job cost and budget from two systems and reconciling them in Excel
  2. Posting budget revisions twice, once per system
  3. Chasing PMs for transfer reasons after the fact
  4. Checking schedule logic by eye before publishing
  5. Rebuilding the KPI dashboard from three exports
  6. Assembling earned revenue inputs job by job at month end

What an agent takes over

  1. Budget revisions

    Posts approved changes to the ERP and project platform with one shared reference.

  2. Transfer checks

    Checks every transfer for balance, pairing and limits before it reaches you.

  3. Weekly reconciliation

    Lists only the differences between systems.

  4. Schedule quality checks

    Runs the same checks on every update before it goes out.

  5. Earned revenue inputs

    Gathers and checks month-end inputs for every job.

What stays with you

  • The estimate at completion and cost-to-complete

  • Risk quantification and delay analysis

  • Recovery strategy and calling margin fade early

  • Deciding which variances belong in the monthly package

Apps you already juggle

ERP, Procore or Primavera Unifier, Power BI and other BI tools, identity and access management, ticketing, integration platform, Excel, SharePoint and Outlook.

  • ERP
  • Procore
  • Primavera Unifier
  • Power BI
  • other BI tools
  • identity and access management
  • ticketing and integration platform
  • Excel
  • SharePoint
  • Outlook

A week, before and after

Before

  • The same revision posted twice
  • Dashboards rebuilt every Thursday
  • Month-end inputs gathered by hope

After

  • Revisions post to both systems with a tie-out record
  • Transfers arrive pre-checked; only exceptions need you
  • Dashboards refresh from verified numbers
  • Month end goes to flagged jobs and forecast reviews

See every workflow for your role

See all 64 controls and PMO workflows, from cost codes to forecast baselines.

Project Controls workflow catalog 64 construction

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