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Budget & Contract Values

Set the budget. Track every dollar.

Overruns don't announce themselves. They compound quietly until the project is underwater. Aimsio ties contract values to real-time spending so you catch problems early.

Aimsio budget and contract values dashboard

Before & After

What changes when you switch to Aimsio

Before

Without contract value management

  • Contract values tracked in spreadsheets that fall out of sync with actual amendments and change orders.
  • Amendments negotiated verbally with no formal record, leading to disputes and unclaimed billables.
  • Actuals vs budget only compared at month-end - overruns discovered too late to act on.
  • Project managers guessing at remaining budget because the data lives in multiple systems.
After

With Aimsio Budget & Contracts

  • Contract values visible to everyone who needs them - Original, amended, and remaining values in one place, no digging through contracts.
  • Every amendment documented with full history - Scope changes tracked automatically so nothing gets lost between versions.
  • Real-time burn rate against your budget - You see where the money is going while there's still time to adjust.
  • No more month-end budget surprises - Remaining budget is visible daily, not after the overrun has already happened.

Core Capabilities

Everything you need to manage contract finances

Keep original values, amendments, and actuals in sync - so your financial picture never lags behind the field.

Contract Value Tracking

Store original contract values and see the full history of every amendment in one place. always in sync with the latest scope.

Budget vs Actual

Compare live field actuals against your contract budget as work is captured. not at the end of the month after the damage is done.

Amendment Management

Log every contract amendment with full change history, timestamps, and a reason trail. no more verbal agreements falling through the cracks.

WBS Integration

Tie contract values to your work breakdown structure so budget and actuals are tracked at the phase level. not just the job level.

Real-Time Burn Rate

See how quickly you are spending against your contract. updated every time field data flows in, so you always know where you stand.

Financial Forecasting

Project remaining costs against remaining contract value so project managers can course-correct before the overrun becomes a reality.

How It Works

From contract setup to live financial visibility

1

Set up contract values and budget

Enter your original contract value and define your WBS structure and phase budgets. Set the financial baseline once - and let Aimsio do the tracking.

  • Define original and amended contract values
  • Assign budget per WBS phase
  • Log amendments with reason and timestamp
Aimsio WBS table showing contract values
2

Actuals flow in as work is captured

Every field ticket, timesheet, and purchase order automatically flows into your job cost - updating the budget-vs-actual comparison in real time without manual entry.

  • Tickets and timesheets feed actuals automatically
  • No spreadsheet exports or manual reconciliation
  • WBS phase costs updated as each entry is saved
Aimsio WBS configuration screen
3

Compare contract to actuals in real time

Open the budget dashboard and see your contract value, amendments, cumulative actuals, and remaining budget at a glance - at the job level and per WBS phase.

  • Live burn rate vs contract value
  • Variance flagged at the phase level
  • Remaining budget visible to project managers and finance
Aimsio budget vs actuals dashboard

See It In Action

Budget & contract tracking in the platform

Watch how Aimsio tracks contract values and actuals in a real field operations environment.

youtube.com / Aimsio Platform Walkthrough
Aimsio platform walkthrough video
Aimsio has given us the visibility and confidence to pursue larger, more complex projects without fear of going over budget.
Garion Olfert Former CTO, Swift Underground

Integrations

Works with the tools you already use

Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.

QuickBooks OnlineQuickBooks Online
Sage IntacctSage Intacct
ADPADP
Explorer EclipseExplorer Eclipse
Sage 300Sage 300
NetSuiteNetSuite
MS NavMS Nav
MS Business CentralMS Business Central
Viewpoint VistaViewpoint Vista
AcumaticaAcumatica
FAQ

Frequently asked questions

Aimsio Budget & Contract Values is a module that lets you set original and amended contract values, assign phase-level budgets via WBS, and automatically compare those values to live actuals flowing in from field tickets, timesheets, and purchase orders.

Every amendment to a contract value is logged with the date, changed amount, and a reason field. You can see the full history of amendments on any contract, giving you a clear audit trail and eliminating disputes over what the agreed scope was.

Yes. You can break your contract budget down by WBS phases, and actuals from field work are automatically assigned to the correct phase. This lets you track budget performance at the phase level - not just the total job level - so overruns in one phase cannot hide behind savings in another.

The budget vs actual comparison updates in real time as field data is captured. Every approved ticket, timesheet, and purchase order flows directly into the cost calculation - so your budget dashboard always reflects the current state of work on the ground.

Yes. Aimsio's role-based access control lets you define who can view or modify contract values, amendment records, and budget dashboards. Project managers can see remaining budget in real time, while finance teams can drill into the full breakdown without needing to request reports from someone else.

Aimsio integrates with QuickBooks, Sage Intacct, Sage 300, NetSuite, MS Business Central, Viewpoint Vista, Acumatica, and more. Cost data, invoices, and job actuals can flow directly into your accounting system - eliminating double-entry and keeping your books aligned with field reality.

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revenue in the field?

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