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14Build Documentation

Reports and Analytics

Reports and Analytics

Reports and Analytics in 14Build offer real-time project monitoring, financial tracking, and cost analysis. This ensures project transparency, data-driven decisions, and financial accountability.

1. Project Progress Reports

Key Metrics in Project Progress Reports

  • Project Completion Percentage: Displays progress based on SOQ tasks.
  • Milestone Tracking: Lists completed and upcoming milestones.
  • Task Progress Breakdown: Shows tasks completed, in-progress, and pending.
  • On-Site Activity Logs: Logs site conditions, crew sizes, and weather updates.
  • Work Delays and Issues: Highlights delayed tasks and causes.

How to Generate Progress Reports

  1. Open Reports Panel: Navigate to Project Dashboard → Reports and Analytics.
  2. Select Project: Choose the relevant project.
  3. Report Type: Select Progress Report.
  4. Customize Report: Define date range and export format (PDF, Excel, or Web View).
  5. Generate and Export: Click Generate Report and share it with stakeholders.

Use Case Example

Scenario:

A client managing the “Smart City Development Project” generates a monthly report showing:

  • Overall Progress: 65%
  • Milestones Completed: Foundation 100%, Structure 90%.
  • Pending Milestones: Electrical Installations due in 2 weeks.
  • Delays Logged: Material shipment delay reported.

2. Financial Reports

Key Financial Metrics

  • Project Budget Summary: Planned costs vs. actual expenses.
  • Escrow Releases: Payment amounts linked to milestones.
  • Payment History: Logs including payment dates, recipients, and amounts.
  • Payment Status: Status for pending, completed, and failed transactions.
  • Cost Comparisons: Estimated vs. actual project costs.

How to Generate Financial Reports

  1. Open Financial Reports Panel: Go to Project Dashboard → Reports and Analytics → Financial Reports.
  2. Report Type: Choose between Budget Summary, Escrow History, or Payment Logs.
  3. Customize Report: Select report format (PDF, CSV, or Web View) and date range.
  4. Generate and Export: Click Generate Report and export it for internal or external audits.

Use Case Example

Scenario:

During the “Tech Park Office Project”, the client generates:

  • Budget Summary: Total project budget of $1,200,000.
  • Escrow History: $900,000 released for milestones, $300,000 pending.
  • Payment Logs: All payments successfully completed on time.

3. SOQ Analytics

Key Analytical Insights

  • Material Cost Breakdown: Analyze costs for raw materials and components.
  • Labor Cost Tracking: Track hours logged and labor charges.
  • Budget Forecasting: Predict costs based on past expenses and upcoming tasks.
  • Cost Variance Analysis: Compare project budgets with actual expenses.

How to Use SOQ Analytics

  1. Access SOQ Analytics Panel: Go to Project Dashboard → Reports and Analytics → SOQ Analytics.
  2. Select Filters: Choose specific job categories, task types, and report periods.
  3. View Analytics Dashboard:
    • Projected Costs: Material and labor projections.
    • Budget Variances: Identify over- and under-budget tasks.

Use Case Example

Scenario:

In the “Mall Expansion Project”, the project manager reviews SOQ analytics showing:

  • Total Material Costs: $450,000 spent vs. $500,000 budgeted.
  • Labor Charges: $320,000 spent, with 10% budget savings.
  • Projected Expenses: Remaining tasks estimated at $150,000.

Best Practices for Reporting and Analytics

  1. Schedule Regular Reports: Generate reports weekly or monthly.
  2. Use Accurate Data Logs: Ensure daily logs and milestones are updated.
  3. Highlight Key Metrics: Focus on progress, costs, and delays.
  4. Review Budget Impacts: Regularly check project financial forecasts.

System Flow Diagram: Reporting Workflow

graph TD
A[Open Reports Panel] --> B[Select Project]
B --> C[Choose Report Type]
C --> D[Define Report Settings]
D --> E[Generate Report]
E --> F[Export and Share with Stakeholders]