No invoices logged yet.
Dream Team × Aplin Martin
Project Overview
Total projects
—
Active
—
Portfolio contract value
—
Total billed YTD
—
On track
—
At risk
—
Over budget
—
Write-off exposure
—
Over budget — requires action
At risk (>85% budget consumed)
All projects
Loading…
Dream Team × Aplin Martin
Budget
Contract fee
—
Effort to date
—
Budget remaining
—
Write-off exposure
—
Phase breakdown
Budget vs actuals by phase
Dream Team × Aplin Martin
Billing
Services — select to bill
Loading…
Invoice history
Log invoice
Dream Team × Aplin Martin
3-Month Projection
Assign remaining budget to months
Loading…
Dream Team × Aplin Martin
Import
Proposal Import
AI-parsed — upload PDF or paste text
1
Upload proposalDrop a PDF or paste the proposal text below
2
AI extracts dataClaude reads the proposal and pulls project info, phases, fees, and services
3
Review & confirmEdit anything before saving to the dashboard
Drop proposal PDF here or click to browse
PDF · TXT · DOC
— or paste text —
Uses Claude to extract project data
Unanet Actuals
Weekly upload — updates spent hours on all projects
1
Export from UnanetRun Labor Transactions report, export as XLS
2
Upload & AI parseClaude reads the workbook, maps phase codes, matches projects
3
Upsert actualsSpent hours update on matched projects. New projects flagged for review.
Drop Unanet export here or click to browse
XLS · XLSX · CSV
Maps phase codes, matches project numbers
Edit project
Phases
Services / deliverables
Add phase
Enter hours to see values
Add service
Log invoice
Delete project
This will permanently delete the project and all its phases and services. Type the project number to confirm.