What this report shows
Project Snapshot gives you a real-time view of how your jobs are performing financially so you can spot issues early and take action. In one place, you can see:
how much you’ve billed vs. earned
whether you’re over- or under-billed
how much cash you’ve collected
current and projected profit
which jobs need attention (via Snapshot Score)
👉 Think of it as a lightweight WIP inside Siteline, updated in real time.
Where to find it
Go to Reporting → Project Snapshot
You can also view the Snapshot Score and related details directly on each project under Billing.
How to get the most out of this report
To fully populate Project Snapshot, make sure your projects have:
Cost data (imported from your ERP or added manually)
Project terms (Net, Pay-when-paid, etc.)
Change orders tracked in Siteline (optional but recommended)
If your company has a supported ERP integration, cost data may be imported into Siteline in bulk.
You can also add job costs on individual projects by clicking + Costs next to the project name, then choosing the import option (if available), or choosing the Add manually option, which will open a modal where you will be able to enter your cost information.
Once your cost data has been added, you may still need to add payment terms if you did not do so when creating the project. When this is the case, you can click the + Terms option that will appear next to the name of the project, and quickly add Net payment, Pay-when-paid or Pay-if-paid terms.
Once your costs and terms have been added, your Snapshot scores will begin to appear.
How to read the report
At a glance
Each row represents a project. Each column helps answer a key question:
Are we billing fast enough? → Gross Bill vs Earned Revenue
Are we collecting cash? → Collections & Cash Position
Are we profitable? → Gross Profit metrics
Is anything off? → Snapshot Score + warnings
Snapshot Score (where to focus first)
Each project receives a score:
A (green) → healthy
B (yellow) → needs attention soon
C (red) → needs attention now
Click the score to see exactly what’s impacting a project’s health. The score reflects:
over/under billing
collections timing
unsubmitted or unapproved change orders
past-due pay apps
Score Calculations
Over/under billing:
A - you're overbilled
B - you're underbilled by no more than 2.5% of the contract value
C - you're underbilled by more than 2.5% of the contract value
Collections outstanding:
A - Non-retention collections are outstanding by less than the current terms
B - Non-retention collections are not outstanding for more than 7 days beyond the current terms
C - Non-retention collections are outstanding for 8 or more days beyond the current terms
Unsubmitted change orders:
A - Draft, unsubmitted change orders have been on Siteline for 7 or fewer days
B - Draft change orders have been on Siteline for between 8 and 14 days
C - Draft change orders have been on Siteline for 15 or more days
Unapproved change orders:
A - 14 or fewer days since change order request submission
B - More than 15 to 30 days since change order request submission
C - More than 30 days since change order request submission
Filtering the report
You can filter to focus on the projects that matter most.
For example:
only projects with a C score
projects for a specific GC
projects that need immediate attention
What you can see in the report
Depending on your workflows and available data, Project Snapshot may include the following fields:
Field | What it means |
Current Cost Budget | The current cost budget or estimate for the project in Siteline. |
Cost to Date | The total costs incurred on the project to date. |
Contract Value | The total contract amount for the project. |
Gross Bill to Date | The total gross amount billed on the project to date. |
Earned Revenue | Revenue recognized based on project progress. This is calculated using percent complete and contract value. |
Over/Under Billing | The difference between earned revenue and gross bill to date. This helps show whether the project is under-billed or over-billed relative to progress. |
Collections to Date | The total amount collected on the project to date. |
Cash Position | The difference between cost to date and collections to date. This helps show whether collected cash is keeping pace with project costs. |
Unapproved Change Orders | Submitted change orders that have not yet been approved by the GC. This appears when change orders are managed in Siteline. |
Current Gross Profit | Gross bill to date minus cost to date. |
Current Gross Profit % | Current gross profit divided by gross bill to date. |
Projected Gross Profit | Contract value minus current budget. |
Projected Gross Profit % | Projected gross profit expressed as a percentage. |
Snapshot Score | An overall A, B, or C grade that helps you quickly spot projects that may need attention. |
Excess Cost Warning: Indicates cost data may be outdated or inaccurate
How key calculations work
Percent complete
Siteline uses the relationship between Cost to Date and Current Budget to calculate percent complete.
Percent Complete = Cost to Date ÷ Current Budget
Earned revenue
Earned revenue is based on percent complete and contract value.
Earned Revenue = Percent Complete × Contract Value
This is not a new calculation in Siteline. It has already been part of the over/under billing calculation and is now shown as its own field in Project Snapshot.
Over/under billing
Over/under billing compares earned revenue to gross bill to date.
Over/Under Billing = Earned Revenue - Gross Bill to Date
If earned revenue is higher than gross bill to date, the project is under-billed.
If earned revenue is lower than gross bill to date, the project is over-billed.
For more details about how these are calculated in Siteline, click here.
Current gross profit
Current gross profit compares gross billed revenue to costs incurred so far.
Current Gross Profit = Gross Bill to Date - Cost to Date
Current gross profit percentage
This shows current margin based on billed revenue.
Current Gross Profit % = Current Gross Profit ÷ Gross Bill to Date
Projected gross profit
Projected gross profit compares the total contract amount to the current budget.
Projected Gross Profit = Contract Value - Current Budget
Why Numbers May Look Different
Project Snapshot vs. Billing
You may notice differences between Project Snapshot and Billing totals. This happens because fully billed projects do not appear in Billing, which can affect totals like contract value.
Differences from Excel
Some numbers may differ slightly from Excel because Siteline rounds certain calculations to five decimal places.
Over/under billing may be hidden
If Siteline detects that your Current Budget may be outdated or inaccurate, it may:
show an Excess Cost Warning
hide the over/under billing value in the table
The value is still available:
in the tooltip
in Excel exports
This helps prevent misleading financial conclusions based on outdated cost data.
Best practices
To get the most value from Project Snapshot:
keep cost data up to date
review and update project terms
watch for excess cost warnings
check the report regularly
👉 The more accurate your data, the more powerful Project Snapshot becomes.
Related reports
Project Snapshot works well alongside other Siteline reports:
Overview report to get a high-level snapshot of billing, collections, and project health
Billing report to review billed-to-date, retention, and remaining contract value by project
A/R Aging report to see which outstanding balances may be increasing collection risk
Billing Forecast report to understand expected future billing across projects
Time to Payment dashboard to see how quickly billing is turning into cash