Overview

Open this screen in Saral/projects/overview

The project cockpit: what to do next, the month's progress in one number, then twelve tiles — final value, final cost, margin, applications and cash, retention, variations, subcontractor liabilities, programme, labour, risks, documents — each linking to the screen that owns it and each showing its movement since the last month-end lock. Without a project it is the group's 'Needs attention' list.

You enter

Nothing is typed here. You act on the Next card (Done — next, where Saral cannot see the output itself), dismiss or complete alerts, and run 'Prepare now' on the autopilot.
Prepare now, to run the autopilot's six steps for this project at once instead of waiting for the night — every figure it prepares is reviewed and, where needed, replaced on the screen that owns it

Saral fills in

The Next card: one 'Now:' instruction with its deep link, the next two dimmed, and the month gauge ('Month 7: 8 of 11 outputs in, 3 gaps'). It advances by itself when Saral sees the output.
Every tile from the register that owns it — contract record, variation account, applications, retention registers, payment schedule, programme, attendance, risk register, contract file — and the delta chip against the last lock. A register that could not be read says so; never a zero.
The alerts, from the register rules, as the card's drawer; the group list runs the core commercial rules over every project you can see.
The autopilot's 'Prepared this month': budgets, our application, subcontractors, the CVR lock, cash flow, client report — what was prepared, the standard figures that stood in (on record, worked out, or an industry-standard default), and the month's payment dates watched as a guard that warns and never blocks. A person's own figure is kept from then on.
Appointments owing consent or paperwork, the next meeting, this month's H&S counts, statutory consents blocking work, the site research carried from the won tender, design packages, and the project's VAT status.

It produces

The project's to-do, as one instruction at a time, and the month gauge the team is measured by.
The group's Needs-attention table: action, watch and notes per project with margin to date, forecast margin, movement and last lock.
The month pack: Excel and PDF of every output the autopilot card lists, with an index, as one ZIP — and the drafted application, subcontractor valuations, CVR lock, cash flow and client report, each on its own screen.

What this page is for

The questions a QS or PM opens the month with, answered from the registers they already keep, with movement since the last lock so a change stands out. Nothing here computes a figure of its own: the Overview arranges what the CVR, the contract record, the schedule and the programme already own, and links to each.

The Next card and the month gauge

The card ranks what is outstanding for this month and shows one instruction at a time. It advances when Saral sees the output — an application raised, a notice issued, a month locked — so it is never a tick box. The gauge counts the month's outputs in and the gaps. The alert strip is its drawer: the inputs the ranking read, not a second to-do.

Movement since the last lock

Every money tile carries a delta chip against the last month-end CVR lock on the group basis: anticipated final value, forecast final cost, forecast margin, margin to date. The threshold that turns a chip amber is the account's FFC movement setting. With no lock yet the chips say so — lock the CVR to start the trail.

Memo tiles

Labour this week is attendance priced at current rates — a memo ahead of the ledger, never added to cost. Risks and opportunities is probability × value from the risk register — a memo, never in the forecast. Both say so on the tile.

Prepared this month: a person's figure always wins

Where the autopilot prepared a figure it is marked as the machine's with the rule it used. The moment somebody edits it the figure is theirs and the autopilot leaves it alone. A month with a notice on record, or issued outside Saral, is never redrafted.

Standard figures

A figure marked Standard is an industry-standard default standing in for one not on record — a retention rate, a payment term. Put the real one on the contract record or the package and the next run uses it.

Where to look next

Follow the Next card's link. Our application on Valuation → Application; each subcontractor's month on Subcontracts → Applications; the notices on Payment notices; what was sent on Correspondence. For the figures behind the tiles: the CVR Report for value, cost and margin; Contract & Budget for applications and variations; the Payment schedule for subcontractor liabilities; Programme for dates.

Next screen: /projects/reports/cvr

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.