Secure access
5to9 Dashboard
Sign in by role to access project financials, admin tools, or the client portal.
Portfolio at a glance Billing, stage mix, and delivery health across live projects
Project roster Every project in the backend. Select a card to drill in.
On trackWatchAt risk / behindLivedata from the backend
No imported projects yet. Check the Smartsheet sync status.
Where to look first
Attention needed
Drill into a projectOpen the live project workspaces behind this portfolio rollup.
01
Project Financial Dashboard
Signed commitments, SOV rows, invoices, and change order movement.
No SOV rows yet for this project.
No contracts yet for this project.
No change orders yet for this project.
No approved or signed values yet.
01
Project Operations Dashboard
Schedule, field controls, and operational registers from the backend.
01
Forms
Project intake and structured workflow forms.
AI drafting assistant
Start from project data, instructions, and supporting files.
Pay application package
Pay App Builder
Database documents0 available
Package order0 documents
Cover page first
Project Intake
Build a complete project record from source documents or enter it section by section.
Official intake template
New project intake
109 fields · 14 required for approval
Draft
Prefill from documents
Upload project records, then review every populated field before approval.
