Product record · Exhibits A through F

What it does, on the record.

Six tools, presented the way owners review anything worth money: as exhibits. Each one states what the product does beside the artifact it produces. Verify any of it inside the 30-day trial.

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Exhibit A

Portfolio

Every active project on one screen, with the signals that decide where your week goes.

A.1
Each project reports budget, schedule, approvals, and health on a single roster row.
A.2
Health rolls up from live project data, not from a status field someone remembers to update.
A.3
Data enters through CSV or workbook import or manual entry, with a Procore connection to follow once Procore grants API access. Same record either way.
A.4
One click moves you from the roster row to the full project record behind it.

Exhibit B

Budget & cost

The whole cost of the project: hard, soft, and contingency classes, reconciled to the one number your board asks about.

B.1
Cost classes cover construction, design, FF&E, and financing, not construction alone.
B.2
Every cost code carries budget baselines. One is active at a time, and revisions are kept.
B.3
A change order posts against budget, contingency, and prior commitments the moment it lands. $212,400
B.4
Contingency draws and budget transfers are logged and voidable, never silently edited.
B.5
Variance is computed per line item. Overruns are flagged where you will see them.MEP +6%

Exhibit C

Schedule

Milestones with memory. Every date change is on the record, and slips surface before the monthly meeting.

C.1
Phases and milestones structure every project, with critical items marked as critical.
C.2
Items nearing their due date surface themselves. Overdue items alert daily until resolved.
C.3
Every date revision is logged: what moved, who moved it, and from what.
C.4
A slip shows up on the portfolio screen, not just inside the project.Slipping 4d

Exhibit D

Approvals

Money only moves with a record attached.

D.1
Nothing at or above the confirmation threshold moves without an explicit sign-off. The threshold is yours to set, per client. $10,000 default
D.2
Items route automatically when a threshold is crossed, and reminders repeat until resolved.
D.3
Delegation carries a defined scope and date range, so authority is never ambiguous.
D.4
Every decision writes an audit entry: who, when, and against which baseline.On record

Exhibit E

Reports & records

The monthly owner report assembles itself from live data and goes out on your schedule.

E.1
Reports generate weekly, biweekly, or monthly, prefilled from the live project record.
E.2
Delivery is PDF and web view, to the recipient list each client expects.
E.3
On Business plans, the report carries your firm’s name and logo, not ours.
E.4
Export everything, anytime. At closeout the record stays yours, even after a Procore connection ends.Permanent

Exhibit F

Team & access

Everyone sees exactly what their role and their projects allow. Nothing else.

F.1
Access is granted per project, not per company. A viewer on one project sees nothing of another.
F.2
Three roles: admin, editor, viewer. Viewers read everything they are given and change none of it.
F.3
Outside consultants get a restricted scope: schedule and oversight, never your financials.
F.4
Invites come from your company directory, so identity is never a free-text guess.

Schedule 1

What’s included by plan

Limits below match what the product enforces. The full comparison, including Enterprise, lives on the pricing page.

Feature inclusions by plan
Feature	Starter	Professional	Business
Exhibit A · Portfolio
Active projects	3	10	50
Portfolio dashboard	Included	Included	Included
Project archiving	Included	Included	Included
Exhibit B · Budget & cost
Change order tracking	Included	Included	Included
Contingency tracking	Included	Included	Included
Per-line variance tracking	Included	Included	Included
CSV budget import	Included	Included	Included
Exhibit C · Schedule
Milestone tracking	Included	Included	Included
Milestone at-risk alerts	Included	Included	Included
Date changes on the record	Included	Included	Included
Exhibit D · Approvals
High-value confirmation threshold	Included	Included	Included
Approval routing	Included	Included	Included
Approval delegation	Included	Included	Included
Approval audit log	Included	Included	Included
Exhibit E · Reports & records
Standard report templates	Included	Included	Included
Auto-scheduled report delivery	Included	Included	Included
Executive summary (AI-generated)	Not included	Included	Included
Report branding (logo + colors)	Not included	Not included	Included
Document versions	Included	Included	Included
Exhibit F · Team & access
Paid seats (admins and editors)	3	10	20
Role-based access control	Included	Included	Included
Per-project access scoping	Included	Included	Included
Platform
Document storage	5 GB	50 GB	500 GB
Procore integration (pending Procore API approval)	Not included	Included	Included
AI contract and insurance (COI) reading	Not included	Included	Included
Priority email support	Not included	Included	Included

Feature inclusions for the selected plan
Feature	Professional
Exhibit A · Portfolio
Active projects	10
Portfolio dashboard	Included
Project archiving	Included
Exhibit B · Budget & cost
Change order tracking	Included
Contingency tracking	Included
Per-line variance tracking	Included
CSV budget import	Included
Exhibit C · Schedule
Milestone tracking	Included
Milestone at-risk alerts	Included
Date changes on the record	Included
Exhibit D · Approvals
High-value confirmation threshold	Included
Approval routing	Included
Approval delegation	Included
Approval audit log	Included
Exhibit E · Reports & records
Standard report templates	Included
Auto-scheduled report delivery	Included
Executive summary (AI-generated)	Included
Report branding (logo + colors)	Not included
Document versions	Included
Exhibit F · Team & access
Paid seats (admins and editors)	10
Role-based access control	Included
Per-project access scoping	Included
Platform
Document storage	50 GB
Procore integration (pending Procore API approval)	Included
AI contract and insurance (COI) reading	Included
Priority email support	Included

Full plan comparison on the pricing page

Figures shown in exhibit artifacts are illustrative. OwnerLogix is an independent owner-side platform. Its Procore connection is awaiting Procore API approval. Not affiliated with or endorsed by Procore Technologies, Inc.

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Feature

Starter

Professional

Business

Exhibit A · Portfolio

Active projects

Portfolio dashboard

Project archiving

Exhibit B · Budget & cost

Change order tracking

Contingency tracking

Per-line variance tracking

CSV budget import

Exhibit C · Schedule

Milestone tracking

Milestone at-risk alerts

Date changes on the record

Exhibit D · Approvals

High-value confirmation threshold

Approval routing

Approval delegation

Approval audit log

Exhibit E · Reports & records

Standard report templates

Auto-scheduled report delivery

Executive summary (AI-generated)

Report branding (logo + colors)

Document versions

Exhibit F · Team & access

Paid seats (admins and editors)

Role-based access control

Per-project access scoping

Platform

Document storage

5 GB

50 GB

500 GB

Procore integration (pending Procore API approval)

AI contract and insurance (COI) reading

Priority email support