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Product record · Exhibits A through F

What it does, on the record.

Six tools, presented the way owners review anything worth money: as exhibits. Each one states what the product does beside the artifact it produces. Verify any of it inside the 30-day trial.

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Index of Exhibits6 + Schedule 1
  1. APortfolio
  2. BBudget & cost
  3. CSchedule
  4. DApprovals
  5. EReports & records
  6. FTeam & access
S1What’s included by plan
Exhibit A

Portfolio

Every active project on one screen, with the signals that decide where your week goes.

  1. A.1

    Each project reports budget, schedule, approvals, and health on a single roster row.

  2. A.2

    Health rolls up from live project data, not from a status field someone remembers to update.

  3. A.3

    Data enters through three doors: Procore connection, CSV import, or manual entry. Same record either way.

  4. A.4

    One click moves you from the roster row to the full project record behind it.

Portfolio12 active
94%Budget
7Approvals
2At risk
Riverside Medical
Northgate Commerce
Harbor View
Exhibit B

Budget & cost

The whole cost of the project: hard, soft, and contingency classes, reconciled to the one number your board asks about.

  1. B.1

    Cost classes cover construction, design, FF&E, and financing, not construction alone.

  2. B.2

    Every cost code carries budget baselines. One is active at a time, and revisions are kept.

  3. B.3

    A change order posts against budget, contingency, and prior commitments the moment it lands. $212,400

  4. B.4

    Contingency draws and budget transfers are logged and voidable, never silently edited.

  5. B.5

    Variance is computed per line item. Overruns are flagged where you will see them.MEP +6%

Total Project CostRiverside Medical
Hard Construction$38,400,000
Soft Design & engineering$4,100,000
Soft FF&E$2,600,000
Cont. Contingency$2,000,000
Reconciled total$47,100,000
MEP +6%Variance flagged per line item
Exhibit C

Schedule

Milestones with memory. Every date change is on the record, and slips surface before the monthly meeting.

  1. C.1

    Phases and milestones structure every project, with critical items marked as critical.

  2. C.2

    Items nearing their due date surface themselves. Overdue items alert daily until resolved.

  3. C.3

    Every date revision is logged: what moved, who moved it, and from what.

  4. C.4

    A slip shows up on the portfolio screen, not just inside the project.Slipping 4d

ScheduleQ2 2026
Foundations
Superstructure
MEP Rough-in
Fit-out
Slipping 4dRevision logged 09:16
Exhibit D

Approvals

Money only moves with a record attached.

  1. D.1

    Nothing at or above the confirmation threshold moves without an explicit sign-off. The threshold is yours to set, per client. $10,000 default

  2. D.2

    Items route automatically when a threshold is crossed, and reminders repeat until resolved.

  3. D.3

    Delegation carries a defined scope and date range, so authority is never ambiguous.

  4. D.4

    Every decision writes an audit entry: who, when, and against which baseline.On record

Approvals2 pending
Pay App #8$486,900Confirm
Change Order #14$212,400Approved
RFI #61SubmittalApproved
Confirmation required at or above $10,000
Exhibit E

Reports & records

The monthly owner report assembles itself from live data and goes out on your schedule.

  1. E.1

    Reports generate weekly, biweekly, or monthly, prefilled from the live project record.

  2. E.2

    Delivery is PDF and web view, to the recipient list each client expects.

  3. E.3

    On Business plans, the report carries your firm’s name and logo, not ours.

  4. E.4

    Export everything, anytime. At closeout the record stays yours, even after a Procore connection ends.Permanent

Monthly Owner ReportMarch 2026
PDFSent to 4 stakeholders
Exhibit F

Team & access

Everyone sees exactly what their role and their projects allow. Nothing else.

  1. F.1

    Access is granted per project, not per company. A viewer on one project sees nothing of another.

  2. F.2

    Three roles: admin, editor, viewer. Viewers read everything they are given and change none of it.

  3. F.3

    Outside consultants get a restricted scope: schedule and oversight, never your financials.

  4. F.4

    Invites come from your company directory, so identity is never a free-text guess.

Team Access5 seats
AWA. WhitfieldAll projectsAdmin
MRM. Reyes4 projectsEditor
JTJ. Thornton2 projectsViewer
Access assigned per project, by role
Schedule 1

What’s included by plan

Limits below match what the product enforces. The full comparison, including Enterprise, lives on the pricing page.

Feature inclusions by plan
FeatureStarterProfessionalBusiness
Exhibit A · Portfolio
Active projects31050
Portfolio dashboardIncludedIncludedIncluded
Project archivingIncludedIncludedIncluded
Exhibit B · Budget & cost
Change order trackingIncludedIncludedIncluded
Contingency trackingIncludedIncludedIncluded
Per-line variance trackingIncludedIncludedIncluded
CSV budget importIncludedIncludedIncluded
Exhibit C · Schedule
Milestone trackingIncludedIncludedIncluded
Milestone at-risk alertsIncludedIncludedIncluded
Date changes on the recordIncludedIncludedIncluded
Exhibit D · Approvals
High-value confirmation thresholdIncludedIncludedIncluded
Approval routingIncludedIncludedIncluded
Approval delegationIncludedIncludedIncluded
Approval audit logIncludedIncludedIncluded
Exhibit E · Reports & records
Standard report templatesIncludedIncludedIncluded
Auto-scheduled report deliveryIncludedIncludedIncluded
Executive summary (AI-generated)·Not includedIncludedIncluded
Report branding (logo + colors)·Not included·Not includedIncluded
Document versionsIncludedIncludedIncluded
Exhibit F · Team & access
User seats31020
Role-based access controlIncludedIncludedIncluded
Per-project access scopingIncludedIncludedIncluded
Platform
Document storage5 GB50 GB500 GB
Procore integration·Not includedIncludedIncluded
AI contract and insurance (COI) reading·Not includedIncludedIncluded
Priority email support·Not includedIncludedIncluded
Feature inclusions for the selected plan
FeatureProfessional
Exhibit A · Portfolio
Active projects10
Portfolio dashboardIncluded
Project archivingIncluded
Exhibit B · Budget & cost
Change order trackingIncluded
Contingency trackingIncluded
Per-line variance trackingIncluded
CSV budget importIncluded
Exhibit C · Schedule
Milestone trackingIncluded
Milestone at-risk alertsIncluded
Date changes on the recordIncluded
Exhibit D · Approvals
High-value confirmation thresholdIncluded
Approval routingIncluded
Approval delegationIncluded
Approval audit logIncluded
Exhibit E · Reports & records
Standard report templatesIncluded
Auto-scheduled report deliveryIncluded
Executive summary (AI-generated)Included
Report branding (logo + colors)·Not included
Document versionsIncluded
Exhibit F · Team & access
User seats10
Role-based access controlIncluded
Per-project access scopingIncluded
Platform
Document storage50 GB
Procore integrationIncluded
AI contract and insurance (COI) readingIncluded
Priority email supportIncluded
Full plan comparison on the pricing page

Figures shown in exhibit artifacts are illustrative. OwnerLogix is an independent owner-side platform that connects to Procore. Not affiliated with or endorsed by Procore Technologies, Inc.

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