Owner reports, OAC packages and executive dashboards from one set of numbers, approved by the project executive before release.
A general contractor or construction manager reports upward and outward at once. Owners expect monthly reports and OAC packages, lenders and sureties want their own formats, and the executive team wants a portfolio view. Each is assembled by hand from the schedule, the ERP and the project management platform, and each can end up with slightly different figures.
PRESWERX builds agents that read those same sources and produce the owner report, the OAC package and the executive summary from one reconciled set of numbers. They draft the narrative, compare it with the previous period, flag changes in cost, schedule and risk, and mark what needs a person to explain.
The project executive approves what an owner receives, and the leadership dashboard reflects the same figures.
The agent reads the ERP, schedule files and project management platform, under the access your IT team approves, so each report draws on the same data.
It reconciles figures across sources, drafts the narrative and flags changes from the previous period and items that need a person's explanation.
The project executive approves owner-facing reports and the controller approves lender material. The executive dashboard updates from the same approved record.
On a civic project delivered under CM at-risk, a city requires a monthly report with a set structure. The agent drafts each section from the project's cost, schedule and change records, compares it with the prior month and flags what changed. The project manager adds explanation, and the project executive approves.
Before each owner, architect and contractor meeting, the agent assembles the open RFIs, pending changes, schedule status and decisions the owner must make. The project manager adds or removes items, and the package goes out with one consistent set of figures.
The COO of a general contractor asks for one view across office, industrial and distribution projects in every region. The agent assembles status, forecast and exposure from the same records the owner reports use. The VPs of operations and project controls check it before it reaches leadership.
For a mixed-use development financed by a lender, the agent prepares the draw reporting from the pay application and the schedule of values, using the same figures given to the owner. The controller reviews it before it is sent.
From the systems that already hold them: the ERP, schedule files and the project management platform, for example Procore or Autodesk Construction Cloud. All connections go through your IT and security review.
Reports are drafted inside the environment your IT team approves, with access limited to the people who prepare and approve them. We review data terms with your IT lead before connecting any source.
The project executive approves owner-facing reports, the controller approves lender and surety material and the department heads review the portfolio view. The agent drafts and flags, and people release.
Yes. Because owner reports and the executive view draw on the same reconciled figures, leadership can see projects across regions and units in one structure.
One project type or business unit begins with the report it already produces. After the project executives approve the format and the figures, the same design extends to other reports and units.
We update the agent's template and mapping. Because the figures come from the same source, only the presentation changes, and the project executive reviews the revised output.