Glossary
Definitions for every term you'll see in the dashboard. Each entry is one to three sentences; if you want more, follow the cross-link to the deep chapter page.
Use Ctrl+F (Windows) or Cmd+F (Mac) to find a term fast. Every entry that has a deep page links to it — the glossary is a landing pad, not the long version.
Jump to: A · B · C · D · E · F · G · H · J · L · M · O · P · R · S · T · V · W
A
Accounting Costed
PO lifecycle status, rendered green. Means accounting has assigned a cost code to the line and the cost is fully resolved. No PM action required. See PO Lifecycle Colors.
Action Queue
The dashboard page that shows POs waiting on your action and PO lines or labor entries with missing cost codes. See Action Queue overview.
Active (job)
A job currently in progress. The default view on the All Jobs page filters to active jobs. See Job Status.
Adjusted Total
Original PO Total plus the total signed Change Order amount. The revised cost view of a job once changes are factored in. See Change Order Terms.
All Jobs
The main landing page showing every job you can see, with the Status column, filters, and search. See All Jobs overview.
Approved (CO)
The lifecycle status used for approved Change Orders. Renders with the same green as Accounting Costed because no further PM action is required. See Change Order Terms.
B
BigQuery
The data warehouse the dashboard reads from. Mentioned in the small "Live ← BigQuery" label at the bottom of the screen, which describes the connection style — not data freshness. See Data Refresh Rates.
Budget
The PM-entered cost estimate for a job, broken down by the 9 PM Sheet budget categories. See Budget Entry.
Budget category
One of the 9 PM Sheet categories used for budget entry: Concrete, Rebar, Materials, Pumps, Equip/Rental, Fuel, Subs, Labor, Other Costs. See Categories.
Budget vs. Actual
The variance view that compares budgeted amounts to actual costed amounts, with drill-down to the cost-code level inside each category. See Budget vs. Actual.
C
Category
A top-level classification of a cost. The dashboard uses two category systems — 7 on the PO side and 9 on the budget side — and maps between them automatically. See Categories.
Change Order (CO)
A signed adjustment to a job's contract value, typically from a scope expansion or rework. The dashboard surfaces approved Change Orders only. See Change Order Terms.
Closed (job)
A job that's been finalized and archived. Closed jobs stay visible in the dashboard but don't accrue new costs, and are hidden by default in the All Jobs filter. See Job Status.
Company
One of the 8 PSS operating companies. Every job belongs to exactly one company. See Companies and Divisions.
Confirmed
PO lifecycle status, rendered blue. Most blue rows are labor lines, which auto-confirm at clock-in. See PO Lifecycle Colors.
Cost Code
A short identifier (something like 03-300) that labels what specific work a cost relates to — finer-grained than a category. See Cost Codes.
Costed
Informal term for PO lines whose cost is fully resolved (Accounting Costed in green or Confirmed in blue). The "% costed" metric on a job sums these.
CO % of Original
Total Change Order amount divided by the Original PO Total, expressed as a percent. Used to flag jobs where Change Orders exceed 10% of the original cost baseline. See Change Order Terms.
D
Daily Report
A field report logged per day per job, including photos, crew, subs, and weather. See Daily Reports.
Deep Link
A URL that opens the dashboard with a specific job, tab, and filter pre-applied. Useful for sharing exact views with colleagues. See Deep Links and Sharing.
Drill-down
Clicking a widget or chart to filter all other widgets on the same page to that selection. See Cross-widget Drill-down.
E
Equipment
A tracked piece of machinery assigned to a job. See Equipment (Field Data).
F
Filter Bar
The row of filter controls (company, PM, category, etc.) at the top of All Jobs and Analytics pages. See Company and PM filters.
G
Gross Profit / Gross Margin
Revenue minus cost (gross profit) and the cost-to-revenue ratio (gross margin). Surfaced through the Gross Margin Indicator widget.
H
High Impact (CO)
A flag that appears on a job's Change Order Impact card when the total CO amount exceeds 10% of Original PO Total. See Change Order Terms.
J
Job
A single construction project, identified by a job number and a job name, belonging to one of the 8 companies.
Job Number
The reader-facing identifier for a job. Appears in URLs, search, filter chips, and on every Job Detail page. This is the only job identifier you'll see in the dashboard.
L
Labor
A PO category representing time clocked by workers. Auto-confirmed at clock-in, which is why most labor lines show as Confirmed (blue). See PO Lifecycle Colors.
Live
Refers to the "Live ← BigQuery" label at the bottom of the dashboard. Describes the connection (no client-side caching) — not the data freshness. See Data Refresh Rates.
M
Material
A PO category covering purchased supplies. On the budget side, materials are split into Materials, Rebar, and Other Costs. See Categories.
Missing Cost Code
A PO line or labor entry without a cost code assigned. Surfaced on the Missing Cost Codes tab of the Action Queue, where you can fix it from a picker. See Missing Cost Codes.
Missing Ticket
PO lifecycle status, rendered gray. Means no ticket image has been uploaded for the line. Distinct from Missing Cost Code, which is a different concept. See PO Lifecycle Colors.
My Jobs
The toggle that scopes views to jobs where you're the PM. Enabled per session. See My Jobs vs. All Jobs.
O
Original PO Total
The sum of all non-CO PO costs for a job — the cost baseline before any Change Orders are layered on. See Change Order Terms.
P
% Costed
The percentage of a job's total cost that's already been confirmed (lines in Green or Blue status). Color-coded green at 80% or more, amber at 40–79%, red below 40%. See Job Status.
Pending PM
PO lifecycle status, rendered red. The line is waiting on your confirmation. Easy to confuse with PM Confirmed — see that entry. See PO Lifecycle Colors.
PM
Project Manager. The role that owns one or more jobs and acts on the Pending PM queue. See Companies and Access.
PM Confirmed
PO lifecycle status, rendered amber. Means you've confirmed the line and accounting is now coding it. The opposite end of the cycle from Pending PM. See PO Lifecycle Colors.
PM Sheet
The legacy PM-facing budget sheet whose 9 categories (Concrete, Rebar, Materials, Pumps, Equip/Rental, Fuel, Subs, Labor, Other Costs) are used in the dashboard's Budget Entry form. See Categories.
PO (Purchase Order)
A recorded purchase commitment on a job. The dashboard treats labor and Change Orders as PO-style lines too — they all live in the unified PO Detail table. See PO Detail tab.
Pump
A PO category for pump-related lines. Always $0 in the dashboard because pump cost data isn't populated in source — a known upstream gap. See Categories.
R
Rebar
Reinforcement steel. A PM Sheet budget category (its own line on the budget side), but typically tagged "Material" on the PO side; the dashboard maps between them via cost codes. See Categories.
Refresh
The scheduled cycle that updates dashboard data. Three tiers: immediate (PM edits), every 4 hours (rollups), nightly (upstream reference data). See Data Refresh Rates.
Rental
A PO category for equipment rentals. On the budget side, rentals are split into Equip/Rental and Fuel. See Categories.
Resolved Cost
The cost of a PO line as confirmed by accounting. Where accounting has confirmed an amount, the resolved cost reflects that figure; otherwise it falls back to the original confirmed amount.
Retainage
Money held back from billing until project completion. Tracked in the Billing sub-tab of Budget. See Billing.
S
Scorecard
A metric card showing a single number — for example, Total Cost or % Costed. Scorecards live at the top of pages.
Search (Cmd+K)
Global search across jobs and recent items. Cmd+K on Mac, Ctrl+K on Windows. The only global keyboard shortcut. See Global Search.
Stage
The current phase of a job — Pre-Construction, Mobilizing, Construction, Demobilization, or Retainage. Sourced from the upstream project system.
Status (job)
Active or closed. A binary attribute of the job itself, distinct from PO status. See Job Status.
Status (PO)
One of the five PO lifecycle colors (six names — Approved reuses green). Distinct from Job Status. See PO Lifecycle Colors.
StatusBar
The visual split bar in the Status column on All Jobs, showing the green "costed" portion of a job's total cost versus the gray "pending" portion, with the % costed number alongside. See Job Status.
Sub / Subcontractor
A hired trade contractor. A PO category on the PO side (Sub) and a budget category on the budget side (Subs). See Categories and Subs (Field Data).
T
Tab (Job Detail)
One of the five main tabs on a Job Detail page: Spend Analytics, Category Cards, PO Detail, Field Data, and Budget. See Job Detail overview.
Ticket
The PDF or image uploaded to prove a delivery, rental, or labor entry. A line with no ticket sits in Missing Ticket (gray) status until one is uploaded.
Toggle
On/off control. The most prominent toggle is My Jobs, which scopes views to your jobs. See My Jobs vs. All Jobs.
V
Variance (budget)
The difference between Budget and Actual for a category, with indicators for over- and under-spend. See Budget vs. Actual.
Viewer
A non-PM authenticated user. Viewers can see every job but don't have a My Jobs toggle. See Companies and Access.
W
Weather
Conditions logged per daily report (Clear, Rain, Extreme Heat, or Wet). See Weather (Field Data).
Widget
A modular data visualization shown on a page — a chart, scorecard, or summary card. See Widgets overview.