Figures from three places
The schedule is in the contractor’s file, the cost is in accounting and the open questions are in somebody’s inbox. The dates and totals never agree, and the owner’s rep spends the last week of the month reconciling them.
Owner reporting
Owner's representative monthly report: where each section comes from
The owner's representative sends the owner a monthly account of schedule, cost, changes, open questions and decisions, built from what the contractor and consultants have recorded. This page is a checklist of those sections and where each one comes from in Fidrel. Fidrel does not write the report; you assemble it from what the project already holds.
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Why the monthly report takes a week
A narrative without evidence
The text says the work is progressing, but there are no photos, no decision numbers and no list of what is waiting on whom. The owner reads it, believes it, and asks for the backup in a follow-up email.
Last month’s report as a template
Copying last month’s report and changing the numbers hides what changed. Open items that should have been closed are carried forward with the same wording, because nobody checked the source.
The sections of a monthly owner report
A monthly report usually has six parts. The summary states how far along the project is and what changed. The schedule section compares the plan with the baseline, which in Fidrel is the variance in days on the end date and a progress line showing ahead of plan, on track or behind plan. The cost section shows the budget, the commitments, what has been invoiced, the estimate at completion and the variance. The change section lists approved changes, split by kind, and the pending ones. The open-items section lists RFIs and issues with owners and due dates. The record section carries the decisions and the photographs. Each one has a source in the project, and none of them has to be typed twice.
Key metrics & reporting
The same figures the project team sees
Nothing in the report needs a separate system: the figures are the ones the team looks at, calculated when the page is opened from what is recorded in the project at that moment. That makes the report only as complete as the records behind it. If the contractor’s invoices are not coded to the budget, or the schedule has not been updated for three weeks, the owner’s rep sees that gap in the source before it reaches the owner.
Assembling the month from Fidrel
Step 1
Start with the project overview
The overview shows how much of the project’s duration has passed, with tiles for documents, open issues and activities in progress. Use it as the summary line at the top of the report.
Step 2
Take the schedule
Export the schedule to Excel, CSV, PNG, SVG or PDF. Note the variance in days against the baseline, and the overdue and blocked activities listed under the schedule.
Step 3
Take the cost
Open cost tracking for the original budget, approved changes, current budget, committed, invoiced, estimate at completion and variance, and export the cost report to Excel or CSV. Copy any financial alert that is showing.
Step 4
List what is open
Use the Open and Overdue views of RFIs and issues for the open questions, each with an owner and a due date, and the register of change orders for those still waiting for a decision.
Step 5
Add decisions and field evidence
List the decisions of the month by their DEC numbers with who decided, and pick photos from daily reports and inspections that support the narrative, such as the progress of the work or a problem that was fixed.
Photos and decisions for the narrative
Daily reports and inspections carry photos, taken from the phone browser with Take photo, and files up to 25 MB. Decisions are numbered records of their own, DEC-001 and on, with who decided, who is affected and the consequences, and each one links back to the meeting or agenda item where it was made. Quote the number in the report and the owner can find the record.
What Fidrel does not do
Fidrel does not write or lay out the report: you assemble it from exports, screenshots and printouts. Fidrel does not produce a lender report or a payment certification, and no contract clause is built in or followed. The figures are calculated from what is recorded in the project when the page is opened, so anything the contractor and consultants have not entered is not in them.
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Owner reporting
Frequently asked questions
Anything else on your mind? We are happy to help.
Talk to usNo. Fidrel holds the figures and records the report is built from, and the schedule and the cost report export to Excel and CSV. Writing the report and laying it out is your job.
The schedule exports to Excel, CSV, PNG and SVG, and the estimate, cost tracking and the invoice log export to Excel and CSV. Open items and decisions are read from their lists.
Yes. The Financials page lists the organization’s projects with budget, forecast and variance, per currency, and flags the ones that are over budget or need watching.
They are calculated when the page is opened, from what is recorded in the project at that moment. If a figure is old, the record behind it was not updated.
No. Fidrel does not certify payments and does not produce a lender report. What your contract or lender requires is outside what Fidrel does.
Each RFI has a recipient, a deadline and a history, and the Overdue view lists the late ones. List the open RFIs in the report with the recipient and the deadline from there.