Portfolio · ConstructINS
Reconciliation
Where the numbers are checked against each other — mismatched counts, duplicate codes, stale feeds, impossible dates and totals that do not tie.
What changed in Reconciliation recently
Improved · Release 1.92 · 29 October 2026
Reconciliation compares the contractor view, the developer view and the whole project four ways — the registers, a report generated for the check, its CSV export and the dashboards — on the same projects, role and workflow status, and flags any difference instead of agreeing at 0.
Fixed · Release 1.67 · 26 October 2026
Reconciliation compares amounts as well as counts — including the developer’s sales, collections and budget — and fails on a difference instead of calling it reconciled.
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.
Fixed · Release 1.9 · 20 September 2026
Reconciliation describes only the checks it performs (portfolio-level ties on the live dataset).
Fixed · Release 1.5 · 20 September 2026
Reconciliation now checks the same live workspace dataset the dashboard shows (imported projects included).
More in Portfolio
- PortfolioReal-time overview of every project, with value, health and forecast roll-ups.
- Data & InsightsUpload client data and get it checked, cleaned and turned into insights.
- 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.