Workflow

A monthly control cycle your whole team can actually follow.

Valuation, review, action, reporting: the governance rhythm, structured.

The Cycle

From valuation cut‑off to board pack

Each stage below is the live workspace as it looks at that point in the month.

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1. Configure the project workspace

Foundation live

Set the project up once, from the live contract and delivery structure.

Contract logic, valuation cadence, notice periods, project roles and reporting structure are configured into one shared workspace rather than rebuilt in separate spreadsheets.

Contract AdminValuationsCost ReportCapExProgramme

What teams are doing here

Contract particulars entered

Payment and notice rules now linked

Payment schedule generated

Future valuation dates preserved in-sequence

Project roles assigned

Employer, EA and contractor access mapped

Why it matters

Each step updates the same commercial record, so the next team and the next report inherit live project truth rather than a copied version of it.

FlowMetrics / projects / blackacre-phase-2 · Illustrative data

OverviewClient DashboardContract AdminValuationsCost ReportCapExProgrammeDetails

Set the project up once, from the live contract and delivery structure.

Contract logic, valuation cadence, notice periods, project roles and reporting structure are configured into one shared workspace rather than rebuilt in separate spreadsheets.

Contract setup · Step 0

Contract formJCT Design & Build 2016

Contract sum£38,600,000

Valuation cycleMonthly · 15th

Retention5% · moiety on PC

Derived from the contract

Payment scheduleGenerated

Payment Notice datesContract + 5 days

Final Date for PaymentContract + 14 days

RolesEmployer · EA · Contractor

Contract particulars entered · every derived date recalculated automaticallyLogged to the audit trail

Active Stage

Foundation live

Contract logic, valuation cadence, notice periods, project roles and reporting structure are configured into one shared workspace rather than rebuilt in separate spreadsheets.

What teams are doing here

Contract particulars entered

Payment schedule generated

Project roles assigned

Why it matters

Each step updates the same commercial record, so the next team and the next report inherit live project truth rather than a copied version of it.

See FlowMetrics on a scheme like yours.

A structured walkthrough, tailored to your role and reporting pressure points.

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