Portfolio · ConstructINS
Portfolio
Real-time overview of every project, with value, health and forecast roll-ups.
What changed in Portfolio recently
Fixed · Release 1.67 · 26 October 2026
Amounts keep their exact value everywhere: a EGP 250,000 bill stays EGP 250K in headers, Portfolio, reports, exports and Ask; totals are rounded once, where they are shown.
Fixed · Release 1.66 · 25 October 2026
Risk exposure: one probability-weighted figure on Portfolio, in reports and in Ask, with the gross figure beside it; a late-payment risk is raised only when a certificate is past its payment term, and is shown as prospective otherwise.
New · Release 1.59 · 23 October 2026
Upload center (Portfolio → Upload center). Start a new project from its priced BOQ or just its key facts, or bring in a project already on site. Then upload its files as you have them, on tabs that follow the project: tender & contract terms, variations, claims & EOT, program, procurement, budget & cost to date, interim payments, workforce, site progress, quality inspections, NCRs & snags, handover checklist and risk register.
Improved · Release 1.59 · 23 October 2026
Every module now shows an uploaded project’s own data instead of “No records yet”: Planning shows its program, replan and plans; Cost, Commercial and Contracts its budget, cash, contract and changes; Workforce and Crew its roster and plans; Site Operations its progress; Quality, Handover, Procurement and Risks their registers. Where a file has not been uploaded the screen names it and links to it. Portfolio figures for the project (progress, forecast, slip, health, headcount, open risks) come from the uploads, and the sample header figures are hidden for it.
Fixed · Release 1.19 · 20 September 2026
A selected imported project now shows its own data or a clean “no records yet” on every tab — the Project 360 “Planning/Cost/Safety” tabs, Handover, and the Portfolio, Command Center and Autopilot analytics no longer show another project’s sample figures under the header.
Fixed · Release 1.19 · 20 September 2026
Portfolio, Reconciliation and the AI now count the same projects — archived projects are excluded everywhere, so the header, the checks and the AI answer can no longer disagree; a reconciliation check now guards this automatically.
More in Portfolio
- Data & InsightsUpload client data and get it checked, cleaned and turned into insights.
- ReconciliationWhere the numbers are checked against each other — mismatched counts, duplicate codes, stale feeds, impossible dates and totals that do not tie.
- Upload centerBring a project in from its own files — tender and contract, program, budget, workforce, site progress, quality and handover — for a new project or one already on site.
- Connections & inboxEmail, WhatsApp and chat, task tools, Google Drive and OneDrive, ERP and CRM — messages with suggested replies, approved before they are sent.
- Import a projectRead a priced Bill of Quantities and turn it into a project — packages, contract value and retention.
- ProjectsProject 360 — progress, budget, margin at risk and the full activity timeline per project.
- Delivery LifecycleAward to defects liability, with the gate that has to clear at every step and what it holds up.

