Paragon WIP Dashboard v13

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Load Vista Exports

Three anchors drive the full reconciliation: Contract Profit (File 1) = contract entitlement · PC Summation (File 6) = every dollar posted in Vista · Progress vs. Billed (File 7) = what's been invoiced to the owner. Together they close the loop on unrecovered exposure and unbilled contract value. Report 490, CrossTab CT & Report 520 (Files 2–5) add cost-type detail.

JC Contract Profit w/ Change Orders

JCContProfitChgOrders.rpt CONTRACT ANCHOR

What it is: One row per job — original contract, every approved CO, revised contract total, billings to date, actual cost, projected cost, and GP%. This is your contract entitlement register.

Why it matters: This is the only report that shows the full revised contract value including all COs. It tells you what Paragon is entitled to bill. Without it you cannot identify contract value sitting unbilled.

Unlocks: Finance WIP View, projected GP%, cost-to-complete, and the Contract column in the Exposure Summary tab.

How to pull from Vista

Job Cost›Reports›JC Contract Profit w/ Change Orders

JCContProfitChgOrders.rptAll active jobs · Export to Excel (.xlsx)

JC Cost / Estimate by Phase — with Cost Types

Report 490 / rpt490.rpt Budgeted Phases Only

What it is: Budget vs. actual vs. remaining broken out by cost type (Labor, Material, Equipment, Sub, Other) for every budgeted phase.

Critical limitation: Report 490 is built from the HeavyBid estimate. It will never show .888, .999, or .777 health code phases — those are created in Vista after the fact and have no HeavyBid origin. Load alongside File 6 (PC Summation) to get cost-type detail on budgeted phases; File 6 covers the unbudgeted ones.

Unlocks: Cost type drill-down (Labor/Equip/Mat/Sub pills), Block 2 cost driver breakdown, Block 4 variance analysis.

How to pull from Vista

Job Cost›Reports›Report 490 — JC Cost by Job Phase and Cost Type

rpt490.rptAll active jobs · Export to Excel (.xlsx) · Load this same file in File 3 as well

JC Cost / Estimate by Phase — same file as File 2

Report 490 / rpt490.rpt

Load the same Report 490 export here as File 2. Two parsers read it for different purposes: File 2 extracts cost-type breakdown per phase; File 3 extracts the phase-level budget vs. actual totals used for the Full Register and overrun calculations. Same file, different read.

No additional Vista pull needed

Load the same Report 490 export you used for File 2. Two parsers read it for different purposes — no additional Vista run required.

JC Cost by Job, Phase & Cost Type

CrossTabJobPhaseCT.rpt Optional

Estimated hours and actual dollars per phase by cost type. Unlocks labor hour analysis in the Variance Breakdown block — shows estimated hrs vs. implied effective rate per phase.

How to pull from Vista

Job Cost›Reports›JC Cost by Job, Phase and Cost Type

CrossTabJobPhaseCT.rptAll active jobs · Export to Excel (.xlsx)

JC Job To Date Cost (520 Report)

JC_Job_To_Date_Cost.xlsx Optional

Actual hours AND actual dollars per phase by cost type. Adds real hour data to Block 4 variance breakdown and Block 2 cost driver pills — more precise than the proportional estimate from File 2 alone.

How to pull from Vista

Job Cost›Reports›JC Job To Date Cost (520 Report)

JC_Job_To_Date_Cost.xlsxAll active jobs · Export to Excel (.xlsx)

or use the weekly summary report as File 1 alternative

PC Job Summation Report

Report 10021 COST ANCHOR

What it is: Tyler's weekly export — every phase in Vista for every active job: budget, actual cost, and billed amount. The only report that sees all phases including .888 (CO/write-off), .999 (negotiate & bill), and .777 (claim capture).

Why it's the cost anchor: Report 490 (Files 2+3) only shows phases that exist in HeavyBid. The PC Summation reads directly from Vista's job cost ledger, so it captures everything actually posted — including field-created phases that never had a bid budget.

Unlocks: Health code cards (.888/.999/.777) with Cost·Billed·Gap, job list with billing position, and the cost column in the Exposure Summary tab (F1+F6+F7).

How to pull from Vista

Job Cost›Reports›PC Job Summation (Report 10021)

Report 10021All active jobs · Export to Excel (.xlsx)

billing verification

JC Progress vs. Billed

JCProgressVSBilled.rpt BILLING ANCHOR

What it is: Every contract pay item across all jobs with three values: (1) what has been invoiced to the owner, (2) what the field has posted as installed quantities, and (3) the gap between them.

Why it's the billing anchor: This is the only report that connects your owner invoice to field-reported work. It shows items where billing is ahead of posting (watch for owner reconciliation), items where work is ahead of billing (uncollected cash), and items where posting has never caught up with any pay app (data integrity gap).

Unlocks: Billing Verification tab, and the Billed column in the Exposure Summary tab (F1+F6+F7). Without this file you cannot identify contract value sitting uncollected.

How to pull from Vista

Job Cost›Reports›JC Progress vs. Billed

JCProgressVSBilled.rptAll active jobs · Export to CSV or Excel (the grid export named .xls works)

CFO review questions

Monthly WIP — CFO Questions

WIP MM.DD.YY.xls REVIEW

What it is: The monthly WIP workbook carrying the CFO's review comments — the Job #, comments, and Over/Under columns (CFO → VP).

Unlocks: the CFO Questions tab — every comment parsed (claims 888/999, CO status, owners, true-UB) and reconciled three ways: narrated claim ↔ Vista 888/999 ↔ WIP under, with gaps auto-flagged. Drop it alongside the Vista files; it parses on drop.

☰ What each file combination unlocks ▼

Files Loaded	View Name	What You See	Why It's Valid

Step 2 — Select Jobs to Include

All jobs are included by default. Uncheck any you want to exclude from this session. Excluded jobs cannot be recovered without reloading.

All processing happens in your browser — no data is uploaded or transmitted. · Load files manually

Methodology — Earned Value Method

% Complete & Earned Value% Complete = Actual Cost ÷ Est. Final Cost. Earned Value = Revised Contract × % Complete.

Over / (Under) BilledBilled to Date − Earned Value. Positive = collected ahead of work. Negative = cash exposure.

Phase VarianceActual − Budget per phase code. Unbudgeted (.888/.999) = cost with no estimate loaded.

Health Code Phases.888 = CO/write-off (pay-app quantity overrun) · .999 = negotiate & bill (T&M extra work) · .777 = claim capture (unique billing). See Job Health Codes tab.

Active Job Register

Job #	Name	Rev. Contract	% Complete	Earned Value	Billed to Date	Over/(Under)	Proj. GP%	CTC	Status	Field Slice

.888 — CO / Write-OffQuantity overrun on pay-app job (ODOT-style). Bill through CO or log as estimator error.

.999 — Negotiate & BillExtra work on T&M job. Pursue billing while job is negotiated.

.777 — Claim CaptureClaim overrun. Track separately and bill uniquely.

Jobs with Health Code Phases

Methodology — Earned Value Method

⬆ Publish Field Slice

⬆ Publish All to Team