For finance
For delivery
Track fee burn, monitor utilization, and protect margins with project insights
The project insights application gives Architecture, Engineering, and Construction (AEC) firms role-based dashboards to track how projects are performing across fee, effort, and delivery progress. Project leaders and finance teams can monitor fee burn, utilization, WIP movement, and billing readiness in one place so action happens before margins erode.
Why do project margin issues only surface after it is too late?
Most AEC firms only see margin erosion after billing or project close. The root cause is disconnected visibility across project execution, resource activity, and financial performance. When these signals are fragmented, teams react after fee burn has already exceeded plan.
Project performance data sits across delivery, finance, and reporting tools
Fee burn, WIP movement, and billing readiness are not visible early enough
Resource allocation across phases and disciplines lacks clarity
Write-offs, overruns, and delays appear only after invoices are reviewed
Unified dashboards for AEC project execution and financial performance
The project insights application brings together delivery progress, resource utilization, and financial indicators into role-based dashboards. Project leaders can move from portfolio-level visibility to phase, task, or discipline-level performance within seconds.
Connected reporting exposes the drivers behind margin performance so teams can act earlier and protect project profitability.
- Track project progress alongside fee burn, WIP, and billing signals
- Monitor utilization across disciplines, roles, and offices
- Analyze performance through drill-through dashboards and dynamic filters
Detect delivery risks and margin pressure before they escalate
The project insights application surfaces operational and financial signals across projects so firms can identify issues early and respond before they impact billing or profitability.
Spot margin risk before fee burn exceeds plan
Projects often drift because fee consumption is not tracked against progress in real time. This leads to overruns that only become visible at billing or review stages. The project insights app tracks fee burn against project progress so leaders can intervene before margins decline.
- Highlight projects exceeding planned fee burn thresholds
- Compare planned versus actual effort across phases and disciplines
- Identify projects trending toward reduced realization
Expose utilization gaps across teams and disciplines
Uneven workload distribution leads to under-utilization in some areas and overloading in others, which directly impacts delivery efficiency and margins. The project insights application provides visibility into how resources are allocated so teams can rebalance work proactively.
- Analyze billable utilization by role, discipline, and office
- Identify under-utilized or overallocated resources across active projects
- Compare billable versus non-billable hours by role, discipline, or project type to surface hidden utilization losses
Link financial outcomes to project execution signals
Financial results are often reviewed separately from delivery activity, making it difficult to understand why margins shift. Project insights connect financial metrics with execution data so teams can trace outcomes back to project behavior.
- Compare planned fees with actual time and cost consumption
- Monitor WIP, realization trends, and billing readiness
- Evaluate profitability across projects, clients, and sectors
Drill into project performance without delays
Project leaders often depend on static reports or finance teams to investigate issues, which slows down decision making. Interactive dashboards allow immediate exploration of performance drivers without waiting for reports.
- Filter data by project, phase, discipline, or office
- Drill into time entries, utilization, and billing status
- Analyze delivery and financial data within a single view
Flag delivery exceptions before billing is impacted
Delays, scope drift, and effort overruns often go unnoticed until they affect invoicing or client conversations. The project insights application surfaces exceptions early so corrective action can happen before billing cycles are affected.
- Detect deviations between planned and actual effort
- Identify stalled phases or delayed milestones
- Track exception patterns across project portfolios
Use copilots within evergreen to investigate performance instantly
Project data is often difficult to interpret quickly, especially across large portfolios. Copilots within evergreen allow teams to query project data directly and retrieve insights without navigating multiple systems.
- Ask questions like “Which projects are exceeding planned fee burn?”
- Generate summaries of utilization and margin trends
- Retrieve insights and reports directly within Microsoft Teams
Access, investigate, and act on project performance in just a few steps
The project insights application simplifies how teams access and act on delivery and financial data.
- Step 1
Access dashboards through Microsoft Teams or Power BI for role-specific visibility
- Step 2
Filter and drill into fee burn, utilization, and WIP movement
- Step 3
Use copilots within evergreen to investigate trends and retrieve insights
Give every role clarity on project performance
The project insights application provides role-based visibility so every team understands how delivery impacts financial outcomes.
Project managers and discipline leads
Track fee burn, utilization, and milestone progress to keep projects on plan
Finance teams
Monitor WIP, billing readiness, and profitability across projects and portfolios
HR and resource managers
Understand utilization trends, workload distribution, and capacity gaps across teams and offices
Firm leadership and business development
Review portfolio performance, identify growth signals from delivery data, and use project outcomes to inform client strategy and pursuit decisions
Built on a unified project and financial data foundation
evergreen provides the operational and financial foundation for AEC firms, connecting project activity, time capture, and financial data within one governed system.
empower acts as the decision intelligence layer across your Microsoft environment. It interprets project and financial signals, applies service-centric context, and uses AI agents and copilots to guide actions across delivery and finance workflows.
Because insights are grounded in real project data, firms can identify margin risks earlier, understand fee burn and utilization trends faster, and make decisions that protect profitability across their project portfolio.
Explore other evergreen end user applications
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finance insights
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pulse application
Manage approvals, requests, and workflows across delivery and finance teams
FAQs
What is project insights used for?
The project insights application helps AEC firms monitor project performance across fee burn, utilization, and financial indicators. Dashboards surface signals that influence margin, WIP movement, and billing readiness so teams can act earlier.
How does project insights improve delivery visibility?
The application connects project execution data, resource utilization, and financial metrics into unified dashboards. Teams can identify risks earlier and investigate performance drivers faster.
Can I track fee burn, WIP, and realization?
The project insights application surfaces fee burn, WIP movement, billing readiness, and realization trends so teams can understand project profitability in real time.
How do copilots within evergreen support analysis?
Copilots allow users to ask questions about project performance using natural language. Insights and reports are retrieved directly from project and financial data without navigating multiple systems.
Can project insights track performance across multi-phase or long-duration projects?
Yes. The project insights application supports phased delivery structures with drill-through visibility at phase, discipline, and task level, across projects that run over extended timelines.
Can it handle large project portfolios?
Yes. The project insights app supports portfolio-level visibility across multiple projects while allowing detailed analysis at phase, discipline, or task level.