Project Management

One place for the entire build.

WBS, budgets, pay apps, change orders, and WIP tracking — from NTP through final inspection. Built for the way solar and storage projects actually work.

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[Project Management Dashboard Screenshot]

Budgets that stay honest

Track committed costs, actual spend, and forecasts in real time. See budget health at the project and portfolio level before surprises hit.

  • Real-time budget vs. actual tracking
  • Committed cost visibility across vendors
  • Portfolio-level financial dashboards
[Budgets that stay honest Screenshot]

Pay apps and change orders, simplified

Generate pay applications, track approvals, and manage change orders without spreadsheet gymnastics. Everything ties back to the original contract.

  • AIA-style pay app generation
  • Change order tracking with full audit trail
  • Subcontractor payment status at a glance
[Pay apps and change orders, simplified Screenshot]

WIP tracking that finance trusts

Automatic work-in-progress calculations based on actual project data. No more end-of-month guessing games with your accounting team.

  • Percentage-of-completion calculations
  • Revenue recognition aligned to milestones
  • Exportable reports for accounting systems
[WIP tracking that finance trusts Screenshot]

Generic PM Tools vs. PhaseOne PM

The Old WayWith PhaseOne
Solar-specific workflowsForce-fit construction into generic templatesBuilt for NTP-to-PTO project lifecycle
Financial trackingSeparate spreadsheets for budget and actualsIntegrated budget, cost, and forecast tracking
Pay applicationsManual Excel templates every monthAuto-generated from project progress data
Change ordersEmail threads with lost approvalsTracked workflow with full audit trail
Portfolio visibilitySpreadsheet dashboards updated weeklyReal-time portfolio health across all projects
The PhaseOne team bridges the gap between design intent and constructability. Their deliverables are clean, compliant, and always on time. It feels like working with an in-house department that just happens to be remote.
Lee Barken
Lee Barken
CollectiveSun
Integrations

Works with your existing tools

QuickBooksSageProcoreGoogle WorkspaceSlack

Ready to see Project Management in action?

Book a call and we'll walk you through how PhaseOne fits your workflow.

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