Financial Health
Read the project’s financial dashboard — projected final cost, margin, cash position, and variances — to spot risk early.
Updated June 1, 2026Who this is for:
Open in SyntectonProject Manager
Accountant
Company Admin
Financial Health rolls the project’s numbers into one dashboard so you can see where the job stands without digging through individual tools. It draws on the budget, commitments, invoices, pay applications, and forecasts.
What it shows
- Projected final cost vs. revised budget — your estimate at completion.
- Margin — contract revenue against projected cost.
- Cash position — billed and received vs. paid out.
- Variances — cost codes trending over or under budget.
Use it in reviews
1
Open Financial Health
Go to Financial Control → Financial Health.
2
Scan for red flags
Look for cost codes with negative variance or a projected final cost above the revised budget — these are where margin erodes.
3
Drill into the source
Click through to the underlying tool to investigate and update forecasts.
Troubleshooting
Numbers look stale
Confirm change orders and invoices are posted (not draft) — drafts don’t roll up here.
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- Draw ManagementAssemble lender draw packages from project costs, track disbursements against funding sources, and manage the draw approval cycle.
- Pay ApplicationsBill the owner against the prime contract schedule of values each billing period, apply retention, and produce the owner pay application.