Financial ControlUpdated Jun 01, 2026
Financial Health
Read the project's financial dashboard — projected final cost, margin, cash position, and variances — to spot risk early.
AudienceProject ManagerAccountantCompany Admin
Open in SyntectonFinancial 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
01
Open Financial Health
Go to Financial Control → Financial Health.
02
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.
03
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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Related Articles
- 01BudgetSet up the project budget by cost code, track the original budget against approved changes and forecasts, and read the live budget snapshot.
- 02Draw ManagementAssemble lender draw packages from project costs, track disbursements against funding sources, and manage the draw approval cycle.
- 03Pay ApplicationsBill the owner against the prime contract schedule of values each billing period, apply retention, and produce the owner pay application.
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