Original & Active Budgets
Set up budget lines, quantities, units, taxes, and cost details. Import a budget spreadsheet and compare the original budget with the active view as the project develops.
Project Financials
Keep the budget connected to the work.
Bring budgets, quotes, changes, purchase orders, invoice approvals, and pay applications into the same project. Follow the numbers with the records behind them.
Project financials Image placeholder
The budget is only useful when you can explain what changed. RogaFlow brings the original plan and the project's financial activity into a connected workspace, giving your team a practical way to review costs before the next decision.
Inside the workspace
The tools for the job, together.
Quotes where you need them
Attach one or more quote PDFs to a budget line. Open that line to switch between its quotes and invoices, and add supporting quotes as you receive them.
Change Orders
Document requests, prepare change orders, and follow their review status. Keep approved changes in view when evaluating the revised budget.
Purchase Orders
Document purchases and commitments with line items and supporting attachments. Give your team a record to reference when reviewing incoming costs.
Invoice Approvals
Submit invoices, review supporting information, and track approval status. Approved invoice lines linked to the budget contribute to its billed totals.
Pay Applications
Prepare progress billing using the project's schedule of values, billing periods, and retainage settings. View or download the resulting PDF.
A practical workflow
From information to follow-through.
- 01
Establish the baseline
Set up the budget and attach the quotes that support it. Review the values before finalizing the budget.
- 02
Record the activity
Create commitments, review invoices, and manage changes using their project records.
- 03
Review before billing
Look at the active budget and the records behind a line, then prepare the project's pay application.
Financial records feed the bigger picture.
Margin Guard uses budget, approved change, invoice, and commitment information to show cost exposure. Keeping the underlying records current makes those views more useful.
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Questions worth asking.
Can we bring in an existing budget?
Yes. Use the budget spreadsheet template to prepare your lines for import. The original and active budgets also have export options for sharing and review.
Does RogaFlow replace our accounting system?
RogaFlow manages project workflows and project financial visibility. Your accounting system remains the place for your company books, payroll, banking, and accounting requirements.
Does recording a field event automatically bill it?
No. Your team reviews the event, documents the potential change, and completes the appropriate approval and billing steps.
BRING IT ALL TOGETHER
Your next project.
One place to run it.
See how RogaFlow fits the way your team builds.