Job costing
Build a cost model that finance can trace and operations can use without confusing commitments, standards, and posted actuals.
Finance and profitability
Solar project finance and profitability workflow
Give finance and operations a controlled project baseline and a traceable view of cost, billing, forecast, and margin decisions.
Record
01Project baseline
02Committed cost
03Actual cost
04Billing milestone
Current reviewEstablish the accepted baseline
Configured during assessment- 01Establish the accepted baselineCurrent decision
- 02Record commitments and actualsNext controlled handoff
- 03Review billing authorizationNext controlled handoff
- 04Forecast remaining cost and cashNext controlled handoff
Three workflows to examine
Define the decisions before you configure the screen.
Explore job costing
Milestone billing
Connect each billing decision to verified commercial and delivery evidence instead of relying on a date or informal status update.
Project profitability
Create a margin review that explains what changed, which records support the answer, and what decision an owner must make next.
Operating context
The people and records that make this workflow real.
Roles
- Finance manager
- Project manager
- Procurement manager
Records
- Project baseline
- Committed cost
- Actual cost
- Billing milestone
- Forecast
Review sequence
- 01Establish the accepted baseline
- 02Record commitments and actuals
- 03Review billing authorization
- 04Forecast remaining cost and cash
- 05Reconcile closeout profitability
Questions to settle
Questions teams ask about finance and profitability.
Can project margin be reconciled to source records?+
The implementation should define each component, grain, source, timing, and exclusion so finance can trace the calculation.
Are purchase commitments visible before invoices?+
Committed-cost treatment can be mapped from approved purchasing records without presenting it as posted actual cost.
How is labor kept from being counted twice?+
Finance should define how standard project labor, approved timesheets, payroll actuals, and reconciliation entries interact.
Next step