Everything You Need to Manage Projects
From portfolio oversight to financial management, Project Centerline provides the tools you need to keep projects on track and stakeholders aligned.
Schedule DemoPortfolio Management
Track and manage all your projects from a single dashboard. Monitor progress, coordinate teams, and ensure every project stays on schedule.
Portfolio Overview
Track all projects in one dashboard. Executives see financial summaries and progress across properties. Property managers monitor maintenance requests and tenant issues. Lenders review draw requests and project health. Contractors view assigned work across multiple sites.
Check Ins
Field workers submit location-verified check-ins with photos showing work progress. Property managers verify tenant move-ins and unit conditions. Inspectors document site visits with timestamped, GPS-verified evidence. Admins review all submissions and track compliance.
Inspections
Inspectors complete property assessments using customizable checklists with photo documentation. Property managers order inspections and review detailed reports. Lenders use inspection data for draw approval decisions. All parties access the same inspection history in real-time.
Tasks
Assign surveys and checklists to field workers, contractors, or inspectors. Track completion status, location verification, and response data. Administrators create custom survey templates. Managers review aggregated responses and generate reports for stakeholders.
Work Orders
Property managers create maintenance requests and repair orders. Contractors receive assignments, view details, and submit bids. Lenders monitor construction progress and approve payments. Workers update status in the field. Everyone sees the same work order timeline.
Bid Invitations
Send bid requests to contractors for repair or construction work. Contractors submit proposals with cost estimates and timelines. Property managers and lenders compare bids side-by-side. Award work and automatically notify selected contractors.
Project-Level Tools
Comprehensive tools for managing individual projects. From budgets to team coordination, everything you need in one place.
Project Overview
Single source of truth for each property. View budget status, team members, recent activity, and key metrics. Executives get high-level summaries. Managers dig into details. Field workers see their assigned tasks and updates.
Budget Import
Lenders upload construction budgets from Excel or CSV. System automatically parses line items, categories, and amounts. Contractors see approved budget allocations. Property managers track maintenance budgets. Everyone references the same budget throughout the project.
Check In Management
Review location-verified submissions from field teams. Property managers verify maintenance completion. Lenders confirm construction milestones. Contractors document progress. Administrators export check in data for compliance reporting.
Draws
Contractors request payment against budget line items with supporting documentation. Lenders review draw packages, approve amounts, and track fund disbursement. Property managers monitor spending. Financial administrators process payments and maintain audit trails.
Files
Centralized document storage for contracts, invoices, photos, and reports. Contractors upload proof of work. Inspectors attach detailed reports. Lenders access all project documentation. Property managers organize tenant files. Everyone works from the latest version.
Invoicing
Generate invoices for completed work tied to specific budget line items. Contractors submit invoices with attached documentation. Property managers approve vendor payments. Lenders track disbursements. Accounting staff export data for financial systems.
Task Management
Assign project-specific surveys and checklists. Field workers complete tasks with location verification. Inspectors follow standardized assessment protocols. Managers track completion rates and review responses. Generate compliance reports for stakeholders.
Team
Manage who has access to each project. Add contractors, lenders, property managers, and field workers. Assign roles that control what each person can see and do. Update permissions as the project evolves. Everyone sees only what they need.
Work Orders
Track project-specific maintenance and construction work. Property managers create requests. Contractors update status from the field. Lenders monitor progress. Inspectors verify completion. Full history of all work performed on the property.
Payments
Process payments for invoices and draw requests. Contractors receive payments via ACH or credit card. Lenders track fund disbursements and payment history. Property managers pay vendors and track accounts payable. Accounting staff reconcile transactions and export payment data.
Administration & Configuration
Powerful admin tools to configure your account, manage users, and customize the platform to match your workflow.
User Management
Add team members, contractors, lenders, and inspectors to your account. Assign system-wide roles. View user activity across all projects. Deactivate users when they leave. Import users in bulk from spreadsheets.
Account Management
Configure organization settings, billing information, and subscription preferences. Set company branding, default project settings, and notification preferences. Manage account-level permissions and feature access.
Email Templates
Customize automated emails sent to contractors, inspectors, and team members. Edit templates for bid invitations, task assignments, draw notifications, and inspection requests. Maintain consistent, professional communication.
Default Settings
Set organization-wide defaults for new projects: budget categories, work order types, inspection checklists, and approval workflows. New projects inherit these settings, ensuring consistency while allowing project-level customization.
Notifications
Control when and how team members receive alerts. Configure email, SMS, and in-app notifications for check-ins, draw requests, bid responses, and task completions. Set notification preferences by user role and project type.
Feedback
Submit feature requests, report bugs, and provide feedback on system functionality. Track submitted feedback status. Help improve the platform for all users across lenders, property managers, contractors, and inspectors.
QR Code Management
Generate QR codes for properties and equipment. Field workers scan codes to quickly submit maintenance requests or check ins. Property managers place codes on units, buildings, or assets. Track which codes are active and where they're deployed.
Ready to Get Started?
See how Project Centerline can streamline your project management workflow and keep every stakeholder aligned.
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