Tableau

By audience

Executive Leadership

• Roll firm-wide job cost, backlog and utilisation out of the ERP into one portfolio dashboard instead of reading each system's canned reports.
• Track staff utilisation and realisation by office and studio to steer hiring and workload.
• Compare schedule health and delay exposure across all active projects from project-controls metrics piped in via API.

Accounting & Finance

• Build AR/AP, billing and WIP dashboards on Unanet ERP data pulled through the DataLake ODBC/JDBC drivers.
• Trend budget vs actual by job and cost code, joining ERP figures to project-controls data the ERP does not hold.
• Replace re-exported month-end spreadsheets with scheduled extract refreshes against the same governed data source.

Project Manager

• Combine cost, schedule and field data from separate systems into one project dashboard for owner and internal reporting.
• Watch variance trendlines on active jobs so slippage surfaces before it reaches the monthly report.
• Publish read-only dashboards to the project team so status reporting stops depending on a hand-maintained spreadsheet.

Scheduler

• Dashboard raw CPM schedule data plus SmartPM's calculated schedule-health metrics across the portfolio.
• Chart baseline-vs-update variance and delay attribution over successive schedule submissions.
• Standardise schedule KPIs across projects planned in different tools (Primavera P6, Microsoft Project).

IT & Systems Administration

• Administer Tableau Cloud/Server sites, projects and permissions, and automate provisioning through the REST API.
• Stand up governed connections to ERP, project-controls and telematics systems so teams report off one set of numbers.
• Schedule and monitor extract refresh tasks, including through the Zapier, Make and Workato connectors.

By phase

Design

• A/E firms report on time & labor, utilisation and billing for design projects held in Unanet ERP.
• Track fee burn against design-phase budgets by cost code across the studio's active work.

Construction

• Dashboard schedule health, delay attribution and variance from CPM data pushed out of SmartPM.
• Report equipment utilisation and operating cost from telematics platforms alongside job-cost data.
• Give project controls a single dashboard spanning the cost, schedule and field systems in use during execution.