Platform

Seven modules. One governed data spine.

Everything runs on the same confirmed data — a figure on a dashboard, in an estimate, or in a board report is the same figure, traceable to the same source snapshot.

Portfolio & financials

The program at a glance — and to the penny

Budgets, estimates at completion, actuals, and cash flow across every project, campus, and program.

  • Drill from any portfolio tile to the projects and line items behind it
  • Financial measures normalized across source systems
  • Data-health checks that flag gaps and let you fix them in place
Planning & scenarios

Decide with the whole picture

Capital plans, funding thresholds, and what-if scenarios — with an audit trail on every assumption you change.

  • Layered funding flows and threshold alerts
  • Scenario comparisons that keep the baseline intact
  • Plan tasks that shift with the schedule, not against it
Schedules

From milestone list to integrated master schedule

Project schedules with baselines and links, rolled up to portfolio Gantts — built on enterprise scheduling components.

  • Baseline, build, and link workflows with guardrails
  • Milestone tracking that feeds reports automatically
  • Portfolio views for the executive conversation
Documents

A register, not a dumping ground

Every drawing, contract, report, and exhibit versions into a structured register tied to its project.

  • Version history on every file — nothing overwrites
  • Reports and artifacts file themselves on generation
  • Folders that mirror how programs actually work
Real estate

The built portfolio, registered

Buildings, spaces, and leases in one linked registry — the estate your capital program exists to serve.

  • Buildings roll up to spaces and leases, with occupancy and classification carried through
  • Every project ties to the building it changes — the estate view and the program view agree
  • A map of the portfolio and a printable portfolio book for the executive conversation
Estimating

Conceptual estimates you can defend

Estimates grounded in your own comparable projects with explicit escalation and adjustment logic — an analyst's tool, not a black box.

  • Comp selection and weighting you control
  • Escalation curves applied transparently
  • Printable estimate packages for the funding conversation
Reports & artifacts

One pipeline for every artifact

Monthly reports, board books, and project-specific RFPs — drafted by Sam from live data, adjusted in conversation, rendered for one last look, then filed to the archive.

  • Your own Word and PowerPoint files run as masters — formatting untouched
  • Draft → render → push forward: nothing files without your confirm
  • Scheduled jobs stage drafts for review on their day

Walk the platform with your own data

The best evaluation is a working session on a slice of your program.