A budget that stays live
The budget set at kickoff is tracked across the whole lifecycle rather than standing up in a spreadsheet and going stale by week three.
Platform / Projects & Delivery
Know the margin while you can still change it.
The engagement is the unit of work and the unit of profit. Everything in Octayne hangs off it.
Delivery 1 project at risk — 97% on track.
36/37 97% on track
✦ Octayne · summary
36 of 37 active projects are on track. One at risk — $408K of project budget off track.
On track 36/37 97% of the active portfolio
At risk 1 burn projects an overrun
Over budget 0 budget or hours exceeded
Budget off track $408K at-risk and over-budget work
Spend against hours burned Above the line is spending dollars faster than hours. Size is budget.
On track At risk Over budget On hold
Delivery health by practice area Project budget split by status.
- Transformation $908K3 projects $408K off track
- Finance Advisory $7.4M17 projects
- Technology Enablement $1.3M3 projects
- Operations $763K3 projects
- Data & Analytics $320K1 project
Delivery health by client Click any row to drill in.
| Client | Proj | On track | At risk |
|---|---|---|---|
| Keystone Clinics | 10 | $1.0M | $408K |
| Meridian Foods | 5 | $2.7M | — |
| HarborPoint Logistics | 7 | $2.1M | — |
| Baker Hughes | 1 | $1.7M | — |
| Gridline Energy Partners | 4 | $1.4M | — |
Spend against hours burned. Above the line is a margin problem before it is a budget problem.
In the product
How Octayne handles it.
- Engagements, workstreams and tasks
- Jira, SharePoint and QuickBooks provisioned with the project
- Resource planner and bookings
- Budget-to-actuals with forecast at completion
- Delivery health scoring per engagement
- Portfolio, practice-area and client rollups
- Invoices, bills, entries and expenses on the project
- Documents and exports
Engagements and workstreams
Structured the way the client bought the work, not the way finance codes it.
Jira, SharePoint and QuickBooks
Created with the project, or linked to whichever already exists.
Resource planner
Bookings against real capacity, with the plan and the staffing on one record.
Budget-to-actuals
Planned against actual by workstream, refreshed as cost lands.
Delivery health score
One score per engagement, decomposed into the four things that move it.
Forecast at completion
Where the current burn rate lands, drawn from week six rather than at close.
Bills and expenses on the project
Vendor cost hits margin the day it posts.
Portfolio rollups
The same engine grouped by practice area, client or firm.
Workstream-level truth
Burn is measured per workstream, so drift is attributable to a part of the engagement rather than showing up as one bad number at the end.
Change without losing the baseline
The plan and the budget it was priced against stay on the engagement, so a scope change shows as a change against what was originally committed rather than as a new normal.
The agentic layer
What the agentic layer does here.
Margin is decided in the weeks nobody is looking. The agent watches burn against the plan on every engagement and escalates the week the gap opens, not at close.
- 01 Hold the plan The budget set at kickoff stays live for the whole engagement instead of being stood up in a spreadsheet and abandoned.
- 02 Count every cost as it lands Delayed timesheets, vendor invoices, subcontractor cost and scope creep are counted when they occur, not when they are finally entered.
- 03 Forecast the finish Margin at completion is projected continuously, so a below-target finish is visible in week six rather than at the close.
- 04 Name the drift When a workstream diverges from plan, it says which one, by how much, and what is driving it.
In week six
The forecast crossed your target, and it said so.
Forecast margin crosses your target in week six
Every input to margin is counted as it lands — time, expense and vendor commitment. The forecast at completion has moved off target and the trend is monotonic, not noise. Eight weeks of budget remain to correct it.
−3.5 pts against a 45% target
Clinic Revenue Cycle Redesign week 6 of 22 · 61% elapsed · 66% consumed ✓ Approve all clean
CR Clinic Revenue Cycle Redesign Integration build
Integration build Workstream 112% burn
Budget burn is running twelve points ahead of hours burned on this workstream alone. The other three are on plan. Vendor cost of $21k is committed but not yet invoiced.
Octayne · The engagement still finishes above 41%. Raising it now because the correction is cheap this week and expensive in week fourteen.
Flag to the engagement lead · sent to Ava draft from Octayne · edit freely
Ava — integration build is running 12 points ahead of plan and it is pulling the forecast to 41.5% against a 45% target. Worth a scope conversation this week rather than at the close.
Send flag ✓ Acknowledge, no message Nothing is sent until you submit
2 more entries this week
Down one level
One engagement, all the way down.
Hours against budget, workstream by workstream, with the forecast to completion drawn from the burn rate you are actually running — so a below-target finish is visible in week six rather than at the close.
Projects›Clinic Revenue Cycle Redesign
Over plan SummaryPlannerBudget to actualsInvoicesEntriesDocuments
Delivery health sub-score 62/100 · contributes 18.6/30 pts (30% weight)
Hours burned 73% 1,613.5 of 2,210
Budget burned 86% $350,900 of $408,000
Variance −13 pts spend ahead of delivery
Workstreams 13 11 on plan · 2 over
Forecast at completion $471K $63K above cap
✦
86% of the budget is consumed against 73% of the work delivered. At the current rate this engagement finishes $63K above its cap — there are six weeks left to change that.
Budget against actuals Cumulative planned and actual spend, with the forecast to completion.
$0$200K$400K
Cap · $408K +$63K Today
JanFebMarAprMayJunJul
Planned Actual Forecast Cap
Key insights
Spend outpacing delivery budget vs hours
86% / 73% Workstreams over budget actual vs budgeted cost
2 of 13 Weeks left to correct before the cap is reached
6 Inputs and outputs
What it uses, and what you get.
What it uses The systems and records it reads from.
- Engagement plan
- Workstreams
- Bookings
- Approved time
- Vendor commitments
- Rate card
What you get out What a partner can act on Monday morning.
- Margin at completion
- Burn by workstream
- Forecast to complete
- Baseline against current
- Practice and portfolio rollups
The agentic layer
Agents that work here.
Next step
See it run against one of your live engagements.
Bring an engagement that worried you. We will show you where the margin went, and the week Octayne would have told you.