Contractor Insights

When viewing your Project, you can take a closer look at your Contractor data making it easy to stay informed.

Click Projects and select your Project

Click the Contractor Insights tab-

Overview

The Overview screen allows you to easily filter by contracts to refine the information displayed -

There are multiple charts shown outlining the data including:

COR Status Summary
T&M Tag Status Summary
Contract Summary
T&M Tag Labor Hours Summary
COR Aging Report by Contractor
Status Summary by Contract
Contract Summary by Contract

Customer REF #

The Customer REF # tab shows every unique Customer Reference number and all of the associated costs and CORs related to that reference number:

Contract Snapshot

This tab serves as a central hub that consolidates your CORs and CNs:

Contract Summary - displays the original contract value and the increase in contract value from CORs in each status from the selected contract(s).
Snapshot Summary - displays the number of open Pricing Request/ Open Authorized T&M Work Change Notifications and the number of open CORs in Revise and Resubmit status to the selected contract(s)
Data Table - displays all Received CORs and all Sent Change Notifications to the selected contract(s)

Revision Insights

This tab allows you to view the number of revisions and change in value for CORs on a given project. It also provides a breakdown of revisions and change in value for CORs by contractor

Screenshot 2025-11-19 at 11.23.48 AM

The top line cards demonstrate:

CORs Submitted- Number of CORs created for a given project
Total Number of Revisions- Number of Revisions for a given project
% of CORs revised- % of Total CORs with at least one revision
Total COR Change in Value-$ difference between requested and approved COR values
% Change in Value-% change between requested and approved COR values

The table shows a breakdown per Contractor and Contract of COR data on a more granular level with:

CORs Submitted- Number of CORs created by a given contractor for a given project
Requested Total- Requested total for the CORs submitted by the contractor for this contract on this project.
Total Number of Revisions- Number of revisions requested by the contractor for the CORs submitted for this contract on this project.
% of CORs that Needed Revision-Percentage of CORs that needed revision for this contract on this project.
Average Revisions Per COR- Average number of revisions per COR for this contract on this project.
Approved CO Issued-Total number of revisions approved by a given contractor for the CORs submitted for a contract on the given project.
% Change in Value-% change between requested and approved COR values

Both the CORs Submitted and Total Number of Revisions cells are clickable to reveal the underlying CORs that were submitted or required revision for a given contractor: