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For the owner's side of the table

Run capital projects on live numbers — not last month's spreadsheet.

SiteOps360 keeps budget, contracts, change orders, invoices, and approvals on one auditable project record, so board and committee reporting comes out of the work you already track.

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Meridian Health — Capital Projects
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Central Utility Plant — Transformer Replacement

Overview

Financials

Operations

Team and Settings

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Central Utility Plant — Transformer Replacement

Budget, commitments, cash flow, and cost-code mix for this project.

Project

Key facts, schedule, and location.
Status
Construction
Reference
CUP-2026-04
Schedule
Apr 16, 2026 → Jan 11, 2027
Location
4001 J Street, Sacramento, CA
Facility
Meridian Medical Center — North Campus

Accounting Summary

Budget, commitments, incurred costs, and forecast at a glance.
Current Budget$3,670,000
Initial Budget$3,570,000
Budget Changes+$100,000
Pending Budget Changes$0
Projected Budget$3,670,000
Uncommitted Budget$1,197,250
Remaining Balance$1,246,000
Committed Cost(66% of projected)$2,424,000
Current Commitments$2,424,000
Pending Commitments(incl. pending change orders)$48,750
Commitments Total$2,472,750
Incurred Costs$969,600
Invoiced to Date$969,600
Forecast$3,542,750
Estimate at Completion$3,542,750

Budget Breakdown

Current budget by cost code.
5 cost codes
01-000 General Conditions & Project Management$180,0004.9%
26-100 Electrical – Normal Power$2,600,00070.8%
26-241 Switchgear & Distribution Equipment (Owner-Furnished)$420,00011.4%
25-500 Building Automation System Integration$120,0003.3%
99-100 Owner Contingency$350,0009.5%

Cumulative Cash Flow

Actual spend compared with projected cash requirements.
Cumulative
ActualProjected
$3.2M$1.6M$0Apr 2026Aug 2026Dec 2026

Critical Tasks

Overdue, due soon, and high-priority tasks.
View all
TaskDuePriority
Release switchgear sections for fabrication2 days overdueOverdue
Review PCO-014 pricing backupDue Aug 28, 2026High

Schedule Milestones

Milestone status from the active project schedule.
View schedule
On track54% completeMilestones: 2/5 done

Upcoming

Switchgear procurementSep 26, 2026On track
Transformer installationNov 20, 2026Planned
Shutdown, cutover & commissioningJan 16, 2027Planned

Recent results

Demolition & temporary powerAug 2, 2026
Design & HCAI permittingJun 8, 2026

Open Approvals

Approvals and assigned work waiting on a decision.
View all
ItemDueActionStatus
Switchgear lead-time acceleration — PCO-014 · CO-002— · 5dApproveNeeds My Action

Waiting on others: 1 item

Interactive preview — click any module

The problem

Capital project work scatters across workbooks, inboxes, and drives.

Bond funds and grants carry restrictions, plan check and procurement shape the schedule, and the board meets monthly regardless. The project paper multiplies, and someone has to keep the picture current.

The old way

The budget lives in a workbook, the contracts in email, the approvals in someone’s inbox. Which number is current depends on who you ask.

With SiteOps360

Every module reads and writes the same project record. There is one number, and everyone is looking at it.

The old way

A change order gets approved, and months later nobody can produce who signed it or the backup it was signed against.

With SiteOps360

Every approval keeps its packet: backup documents, signatures, and timestamps stay attached to the record.

The old way

Month-end means chasing pay apps and reconciling tabs to rebuild the same picture the committee saw last quarter.

With SiteOps360

Budget, EAC, and cashflow stay current as work happens, so month-end reporting is mostly an export.

Who it's for

Built for the people who answer for capital money.

Healthcare districts, school districts, municipalities, and public agencies — the owner teams accountable for public money, and the reps who carry it day to day.

Executives, CFOs & facilities directors

It's the Thursday before the board meeting. The main project has two pending change orders, the October pay app is still in review, and finance wants a number that will hold until the next meeting.

SiteOps360 keeps that picture standing all month. EAC and variance move as commitments change, each pending change order shows its budget impact, and the exports match the record your project team works in.

When a committee member asks how a decision got made, the approval and its backup are one click into the record.

Owner's reps

Three projects, two clients, one of you. When the CFO asks why a change order is on the budget, you open its record: the quote, the plan-review comment behind it, who signed, and when.

  • Approval packets your owner clears with the backup attached.
  • Meeting minutes and action items tied to the numbers they affect.
  • A paper trail that answers for you when the question comes months later.

The product

Twelve modules, one project record.

The paper stays attached to the project: every module writes to the same record, so the work, the decision, and the financial impact stay traceable in one place.

Budget + Budget Changes

Approve the original baseline, then route every change through an auditable cost code adjustment.

Financials
Forecast + Cash Flow

Keep estimate at completion, projected draws, and actual spend current from the same source data.

Planning
Contracts + Change Orders + Invoices

Every change order priced, routed, and logged against its contract; pay applications and retainage tracked against the budget lines they draw from — signed with built-in e-signatures, and the executed document keeps its signers and timestamps.

Controls
Schedule + Action Items

Milestone dates and schedule impacts tracked alongside action items with owners and due dates. Approvals route through sequential sign-off, and My Court shows each person what needs their decision.

Workflow
Drawings + Documents + Notes

Drawings with markups, meeting minutes, photos, and shared document links stay attached to the decisions they support, so the number in the report has its paper.

Operations
Contacts

Every company and person on the project in one place, invited with role-based permissions that fit their job.

Team

See these modules on a real project.

Book a demo

How it works

Implementation is part of the agreement.

Judging fit takes one short call. Getting your program onto the record is scoped work we do with you — migration, configuration, training — not a checklist handed over at signing.

01

Book a demo

Twenty minutes, on a real project record — budget, change orders, invoices, approvals — not a slide deck. Bring the messiest project you have.

02

See your program in it

We set up a workspace shaped like your program, with a fully populated sample project so your team can see how the pieces connect before your own data goes in.

03

We set it up with you

The scoped agreement covers the work of getting live: budgets, contracts, and actuals imported from your workbooks, cost codes configured, roles and permissions set, approval routing matched to how you delegate, and your team trained on the record.

04

Run and report

Your team works the record day to day, and the executive reporting comes out of the work itself. Support stays direct — a person who knows your program, not a ticket queue.

Why trust it

A record built to be defended.

SiteOps360 is built around owner-side accountability: every number traces to its backup, every approval keeps its chain of custody, and the audit trail is a property of the record itself — not an add-on report.

That matters months and years later, when an auditor, a board, or a successor asks how a decision was made — and the answer is on the record.

Complete audit trail

Approvals, budget changes, contracts, and invoices keep who did what, when, and the backup behind it.

Role-based access

Invite owners, reps, accountants, and consultants with permissions that fit their role. Each person sees what they should.

Encryption

Your project data is encrypted in transit and at rest.

Yours to take

Budgets, cashflow, and reports export cleanly, and documents stay downloadable.

Pricing

Priced to the program, on paper before you sign.

The software line is billed per project — every module included, and everyone you invite with it: architect, contractor, inspector of record, accountant. No per-seat licenses, so it sits in each project's soft costs alongside permits and inspection.

Around that, a program agreement scopes what your program actually needs — onboarding, data migration, training for your team, integrations — priced together in one agreement. The details are on the pricing page.

Book a demoPricing details

FAQ

Questions owners ask.

How do we evaluate it?

Book 20 minutes and we walk a real project with you — budget, change orders, invoices, approvals, the actual record, not slides. If it fits, the same conversation becomes the setup conversation. If you want to poke around first, the interactive demo on this page runs a worked change order without an account.

Who is SiteOps360 built for?

Owner teams and the people who run their capital work: healthcare districts, school districts, municipalities, and public agencies — their executives, CFOs, and facilities directors, and the owner's reps they hire. It's the owner-side system of record for the money — budgets, commitments, change orders, invoices, and the approvals behind them.

How is it different from contractor-side construction software?

Most construction platforms are built around the general contractor's field workflows. SiteOps360 is built around owner-side controls: the budget, approval discipline, the audit trail, and reporting you can defend to a board, a committee, or an auditor. Your GC keeps their field tools; the two meet at pay apps and change orders.

How does pricing work?

Pricing is sized to the program and priced on paper before you sign. The software line is billed per project — every module included, unlimited collaborators, no per-seat licenses — so it sits in each project’s soft costs alongside permits and inspection. Program services around it (onboarding, data migration, training, integrations) are scoped with you in the same agreement. Book 20 minutes and we’ll put a number on your program.

Can my whole team work in it?

Yes. Invite your team with role-based permissions, route approvals through sequential sign-off that matches how you delegate, and let My Court show each person what’s waiting on their decision.

What happens to my data?

It stays yours. Financials and reports export cleanly, documents remain downloadable, and every change is preserved in the audit trail. Data is encrypted in transit and at rest.

Book 20 minutes and we'll walk a real project with you.

Book a demo

Questions first? Email michael.eads@siteops360.com

Owner-side capital project controls: budgets, contracts, change orders, invoices, and approvals on one auditable record.

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