The Owner Portfolio is the company-level Finance page: one table, one row per active project, answering the question a project-level view never can — which jobs are bleeding. Every figure comes from the same forecast engine that powers each project's own Finance screens, so there is no separate reporting layer to reconcile and no month-end lag. The headline number is margin erosion since award: the gap between the margin you signed and the margin you are now heading for.
Who sees it
The portfolio is restricted to owners and company admins. It is company-wide money — contract values, forecast margins and receivables across every project — so it does not follow per-project finance permissions. A project manager keeps full access to their own project's Finance page; they do not see the portfolio. Anyone without access gets a clear no-access page, not an empty table.
The page header shows the number of active projects and, when any exist, the count of tasks at risk across the book.
One row per active project
Each row carries the project's full financial position:
| Column | What it shows |
|---|---|
| Project | The project name — links to that project's Finance overview |
| Contract value | Current contract value: the awarded value plus approved change orders |
| Forecast cost | The engine's forecast of total final cost — the sum of each task's forecast at completion (EAC) |
| Margin | Forecast gross margin in euros: contract value minus forecast cost |
| Margin % | The same margin as a share of contract value |
| Erosion | Margin lost or gained since award (see below) |
| Actual cost | Cost booked to date: allocated expense invoices plus labor from logged hours at cost rates |
| Receivables | Outstanding amounts on unpaid issued certificates — what customers still owe |
| Payables | Outstanding amounts on unpaid supplier invoices — what you still owe |
| At risk | The number of tasks whose forecast cost exceeds their baseline by more than 10% |
A footer row labeled "All projects" totals the money columns and the at-risk count across the portfolio. Margin % and Erosion show no total — a summed percentage or a netted erosion figure would hide exactly what the column exists to expose.
Margin is gross margin: contract value minus direct cost. Overhead allocation and net margin are out of scope by design. A project without a contract value set shows no margin figures; set the contract value on the project's Finance overview to bring it into the picture.
If the company has no active projects yet, the page says so plainly: the portfolio fills in as projects are created.
Margin erosion since award
Erosion is the headline number. It compares two margins:
- Margin at award — the original contract value minus the sum of the original task baselines. This is the margin you signed.
- Forecast margin — the current contract value (including approved change orders) minus the forecast cost. This is the margin you are heading for.
Erosion is the difference. A project that was signed at €120 000 margin and is now forecast to land at €96 000 shows an erosion of −€24 000. A project that has improved since award shows a positive figure. Rows without enough data show a dash.
The forecast cost behind this number comes from the same forecast engine that drives the Cost control grid and the margin card on each project's Finance overview. When a subcontract award raises committed cost, a change order moves a baseline, or logged hours push spend past earned value (the budgeted cost of the work actually done), the project's forecast moves — and the portfolio row moves with it. There is no export, no spreadsheet, no second system of record that can drift out of agreement with what the PM sees.
Sorting and drill-down
Every column is sortable. By default the table sorts by Erosion, worst first — the jobs losing the most margin sit at the top when the page opens. At risk is the other natural sort: it surfaces the projects with the most tasks forecast to overrun, which often flags trouble before it reaches the margin line. Rows with no value in the sorted column sort together at one end of the table.
Each project name links to that project's Finance overview. From the portfolio you land directly on the margin headline, the Cost control grid and the forecast bridge — the row tells you which job is bleeding; the drill-down tells you why.
Why it matters
Margin on a construction project rarely disappears in one event. It erodes: a subcontract awarded above the BOQ line, unpriced extra scope absorbed without a change order, labor running past the estimate on a task nobody was watching. Traditional reporting surfaces this at the final invoice, when the money is already spent.
The portfolio surfaces it while there is still time to act. An owner opening the page sees, in one sort, which projects are heading below their signed margin and by how much — backed by the same numbers the PM works from every day. The conversation that follows is about a specific job and a specific forecast, not about whose spreadsheet is right.