Use Cases
What owners and owner's reps do with OwnerLogix
OwnerLogix gives the owner's side of a construction project its own system of record. Here is the owner-side work it is built to carry.
OwnerLogix is built for the owner's side of construction, not the field. Each use case below maps to a capability the platform ships today. For where owner-side software ends and the contractor's field tools begin, read the note at the bottom of this page.
Owner's representative project tracking
Run a project from the owner's side with a single record of budget, schedule, approvals, and documents.
- Every project keeps one record the owner controls, independent of the contractor’s system.
- Budget, schedule, approvals, and documents live together instead of in separate spreadsheets.
- Data enters through a Procore connection, CSV import, or manual entry — same record either way.
- A health signal rolls up from live data, so status is computed, not remembered.
Capital program and portfolio oversight
See every active project on one screen, ranked by what needs your attention this week.
- A portfolio dashboard lists every project with budget, schedule, approvals, and health on one row.
- A needs-attention lane surfaces the projects slipping or over-threshold first.
- Each roster row links straight to the full project record behind it.
- Owners running a program of projects manage the whole portfolio from one place.
Construction budget and total-project-cost oversight
Track the whole cost of the project — hard, soft, and contingency — against a baseline you can defend.
- Cost classes cover construction, design, FF&E, and financing, not construction alone.
- Every cost code carries budget baselines, with one active at a time and revisions kept.
- Change orders post against budget, contingency, and prior commitments the moment they land.
- Contingency draws and budget transfers are logged and voidable, never silently edited.
- Variance is computed per line item and flagged where you will see it.
Change order and approval management
Money only moves with a record attached.
- Nothing at or above the confirmation threshold moves without an explicit sign-off.
- The threshold is yours to set, per client, with a $10,000 default.
- Items route automatically when a threshold is crossed, and reminders repeat until resolved.
- Delegation carries a defined scope and date range, so authority is never ambiguous.
- Every decision writes an audit entry: who, when, and against which baseline.
Owner reporting and board updates
The monthly owner report assembles itself from live data and goes out on your schedule.
- Reports generate weekly, biweekly, or monthly, prefilled from the live project record.
- Delivery is PDF and web view, to the recipient list each client expects.
- On Business plans the report carries your firm’s name and logo, not ours.
- On Professional and Business plans an AI-generated executive summary leads the report.
Document and records management
Keep the owner’s authoritative copy of every record, and keep it after the project closes.
- A document library organizes contracts, change orders, invoices, and reports by category.
- Versions are kept, so you always have the record as it stood at any point.
- Export everything, anytime; at closeout the record stays yours even after a Procore connection ends.
RFI and submittal oversight
Watch RFI and submittal status as an owner-side risk signal, without running the field workflow yourself.
- Owners track RFI and submittal status as a schedule- and change-risk signal, separate from the field workflow.
- The RFI/submittal log and the review-and-response workflow stay in the contractor’s connected system, such as Procore.
- Aging items surface as oversight signals, so a slow response does not quietly become a delay.
- When an RFI becomes a change order, that change posts against your budget and contingency automatically.
Team and stakeholder access control
Everyone sees exactly what their role and their projects allow. Nothing else.
- Access is granted per project, not per company — a viewer on one project sees nothing of another.
- Three roles — admin, editor, viewer — set what each person can do.
- Outside consultants get a restricted scope: schedule and oversight, never your financials.
- Invites come from your company directory, so identity is never a free-text guess.
Contractor and company management
Manage the commercial relationship with every firm on your projects — who they are, that their insurance is current, and how they perform.
- A company directory holds the architects, contractors, consultants, and suppliers on your projects.
- Certificates of insurance are tracked per company with a single expiration and a status.
- Expiring and expired COIs trigger alerts and a branded renewal request to the company contact.
- Per-company reviews let you rate firms across the projects they have worked on.
- Approvals and the audit trail govern what each contractor is paid and when, against the budget baseline.
OwnerLogix gives owners oversight of RFIs and submittals — their status and aging as risk signals. The field-level logging, drawings, and review-and-response workflow stay in the contractor's connected system, such as Procore. OwnerLogix does not replace the contractor's field tools; it is the owner's view over them.