Keep numbers consistent
Reports read from the same property data as the working project.
Share the current property, not last Friday's export.
Create investment, scope, budget, progress, and outcome reports from the same records your team uses every day.
2026-017 · OakridgeReports and collaboration
OverviewBudgetScheduleTasksFiles
Total budget$632,500of $650,000
Costs to date$318,72049% complete
Projected value$980,000On track
Land$95,000Complete
Hard costs$166,450On track
Soft costs$32,180On track
Financing$23,090On track
What you get
Clear answers, not another pile of data.
Give the right access
Use roles and selected share links instead of sending full-edit spreadsheets.
Reduce status chasing
Let partners see approved progress without asking for another manual update.
Preserve a history
Keep files, decisions, updates, and activity associated with the property.
How it works
From first input to a decision you can explain.
Choose the audience
Decide whether the recipient is a teammate, contractor, lender, partner, or viewer.
Review the property data
Confirm the analysis, scope, budget, schedule, photos, and narrative are current.
Generate the right view
Create a report or selected update that fits the recipient's decision.
Share with control
Use a workspace role, PDF, calendar feed, or public update link as appropriate.
Update once
Change the property record and produce the next report without rebuilding it elsewhere.
Common questions
Know what the tool does before you trust the output.
Can I create lender or partner reports?
Yes. Property reports can combine analysis, estimates, project information, budgets, and supporting details for review.
Do all collaborators need full access?
No. Workspace roles and public update options let you separate editing access from viewing selected information.
Can I share a schedule?
Calendar feeds and project views help keep dates visible without manually copying every milestone.
Can I add company branding?
Workspace company details can support report-ready narratives and branded project information.
Is there an activity history?
Workspace activity records help owners and administrators review important changes and AI requests.
Put the deal, plan, and actual costs in one place.
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