Project Management Prototype
RM

Project Management Dashboard

Pre-construction pipeline and schedule health across active projects.
Sitting, no permits
12
▲ 3 vs last month
Unsold, sitting
7
est. exposure $2.9M
Last 5 permit time
96d
incl. pilot 88d
Owned 80+ days, no permit
4
oldest 142d

Sitting projects, no permits

by current stage
ProjectDays
21
14
9
ProjectDays
17
6
ProjectDays
11
3

Unsold, sitting projects

target days vs days in
ProjectSuperTargetDays inDiffUnits to sellCompletion
1402 Cortlandt St · The HeightsGilbert436392−442 / 5Mar 2026
2215 Yale St · The HeightsWally520498−223 / 6Jun 2026
5202 Larkin St · Rice MilitaryWally436461+254 / 4Feb 2026

Project Board

Pre-construction stage gates. First-touch dates lock on check; escalation colors red ≥14d first pass, ≥3d subsequent.
ProjectArchEngCiv EngMCDPMT RunCityNotes
3d 9d 2d · · · Resubmit for framing
5d 21d 4d 1d · · Engineer escalation — city comments
2d 6d 3d 4d 2d · Awaiting 1st submit
14d · · · · · Arch first pass over threshold
1d 2d · · · · On schedule

Estimated Current Project Schedule

Rolling last-5-projects average per phase; red fallback when an estimate passes today + 2 weeks.
ProjectSuperCurrent phaseTargetDaysDiff%Est. completion
1230 Arlington StGilbertFoundation6458−691%Jan 2026
812 W 26th StJamesWindstorm4052+12130%Mar 2026
4510 Bellaire BlvdJoshFrame final9295+3103%Apr 2026
2215 Yale StWallySheetrock70141+71201%Jul 2026
1402 Cortlandt StGilbertCompletion4840−883%Feb 2026

Current Inventory

Units, contract status, and pricing vs target — sent to lenders regularly.
UnitProjectFloorplanLiving SFTarget priceContract priceStatusCurrent phase
A1230 Arlington StRosedale2,410$685,000$699,000Under ContractFoundation
B1230 Arlington StRosedale2,410$685,000On MarketFoundation
C812 W 26th StMonterey1,980$545,000$542,000Under ContractWindstorm
A4510 Bellaire BlvdBriargrove2,880$820,000$815,000Under ContractFrame final
A2215 Yale StRosedale2,410$688,000Off MarketSheetrock

Projects

All projects from the IMA Inputs hub. Select a row to open project detail.
AddressNeighborhoodTypeUnitsSuperStatusLenderLoan $
The HeightsFourplex4GilbertActiveTexas Capital$1,840,000
Garden OaksTriplex3JamesActiveProsperity$1,210,000
BellaireDuplex2JoshActiveFrost$960,000
The HeightsSixplex6WallyNot ActiveTexas Capital$2,450,000
The HeightsTownhome5GilbertActiveProsperity$1,720,000
West UniversityDuplex2JoshSoldFrost$890,000
Rice MilitaryFourplex4WallyActiveAmegy$1,505,000

1230 Arlington St

The Heights · Fourplex · Superintendent Gilbert · Active

Land & tax

Lot size
6,250 SF
Land price
$412,000
Land close
2025-03-12
Total app value
$398,000
Property condition
Good
Year built
1948

Admin & schedule

Project type
Fourplex
Units
4
Total covered SF
9,640
Permits
2025-11-02
Richard's est. sold
2026-06-30
Last data update
2026-09-01

Unit A · Rosedale

1230 Arlington St · The Heights · Under Contract

Administration

Project
1230 Arlington St
Unit #
A
Floorplan
Rosedale
Living SF
2,410
Lot SF
6,250
Elevator ready
No
Target sales price
$685,000
Contract sales price
$699,000
Close date
2026-01-30

Sales & listing

Listing status
Under Contract
MLS list price
$685,000
Suggested price
$685,000
Promotions
Standard Pkg
Exec. contract date
2025-11-18
Sold before complete
No
Non-MLS sale
No
Sell-side commission
3.00%

Buyer & agent

Maria Herrera
Heritage Realty · maria@heritage.co
Not yet recorded
Not yet recorded

Investors

Active notes with computed interest-to-date. Archive moves rows to Investors (Closed).
InvestorProjectNote balanceRateInterest to dateFundingUnits / UC
1230 Arlington St$400,0008.00%$31,2142025-03-204 / 2
812 W 26th St$250,0009.00%$22,4042025-05-023 / 1
4510 Bellaire Blvd$175,0007.50%$11,8902025-06-112 / 1
1402 Cortlandt St$500,0008.25%$39,0272025-02-145 / 2

Warranty Data

Monthly spend vs trailing-12-month and 6-month-average target.
MonthT12 units soldWarranty spendAnnual / unit6-mo avgTargetGoodwill
Aug 202638$8,120$2,564$2,488$3,000$1,240
Jul 202636$7,430$2,477$2,431$3,000$960
Jun 202635$6,980$2,393$2,376$3,000$1,100
May 202634$7,110$2,509$2,355$3,000$820
Apr 202633$6,540$2,378$2,302$3,000$1,470
Mar 202631$6,210$2,404$2,261$3,000$640

Admin & Settings

Catalogs that drive every dropdown across the app.
NeighborhoodRegionActive projects
The HeightsInner Loop11
Garden OaksInner Loop6
BellaireSouthwest4
West UniversityInner Loop3
Rice MilitaryInner Loop5

Lenders

Bank limits drive the Finance Lender Detail report.
LenderLimitDrawnAvailableUsage
Texas Capital$12,000,000$8,420,000$3,580,000
Prosperity$8,000,000$3,150,000$4,850,000
Frost$6,000,000$2,780,000$3,220,000
Amegy$5,000,000$1,505,000$3,495,000

Lines of Credit

LOCs selectable on investor notes.
LOCProviderLimitOutstandingStatus
Revolving LOC #1Texas Capital$2,000,000$640,000Active
Mezz LOC #2Private$1,500,000$1,120,000Active

Investors

Investor catalog with active / inactive status.
NameStatusNotesTotal balance
C. MendezActive2$400,000
L. WhitfieldActive1$250,000
R. AlvaradoActive1$175,000
D. KimActive1$500,000
J. OkaforInactive3$0

Project Types

Each type drives its milestone target durations.
TypePermitFoundationFrameSheetrockCompletionTotal
Single Family6452966448324
Duplex70581047054356
Triplex76621127658384
Fourplex82681208262414
Sixplex968014096108520

Floorplans

Floorplan-driven living SF for auto-created units.
FloorplanLiving SFBedsBathsElevator ready
Rosedale2,41033.5Yes
Montrose2,18032.5Yes
Monterey1,98022.5No
Briargrove2,88043.5Yes

Agents

Selling agents selectable on units.
AgentBrokerageEmailActive listings
Maria HerreraHeritage Realtymaria@heritage.co4
Tom BeckerBecker Homestom@beckerhomes.com3
Angela WuCompassangela.wu@compass.com2

Owners P&L — Dashboard

Rolling averages, closings, and schedule variance.
12-mo gross sales
$46.2M
▲ 8.4% YoY
Net profit
$9.8M
21.2% return on sales
Closings (last 30d)
11
next 30d 14
Active WIP
$18.6M
vs bldg loan $21.4M

Project P&L snapshot

lock-aware final est. cost
ProjectGross salesCostsNet profitROS
1230 Arlington St$2,744,000$2,102,000$642,00023.4%
1402 Cortlandt St$3,180,000$2,540,000$640,00020.1%
812 W 26th St$1,635,000$1,388,000$247,00015.1%

Project Review

Per-project P&L, lock-aware.
ProjectUnitsSoldRevenueLandConstructionNetROS
1230 Arlington St42$2,744,000$412,000$1,690,000$642,00023.4%
1402 Cortlandt St53$3,180,000$388,000$2,152,000$640,00020.1%
4510 Bellaire Blvd21$1,630,000$320,000$1,148,000$162,0009.9%

Project Recap

Closeout distribution and investor splits.
ProjectClose dateNet profitInvestor $Developer net
3312 Weslayan St2026-07-28$486,000$160,000$326,000
980 Heights Blvd2026-06-15$312,000$0$312,000

Income Data

Profit recognized at last-unit closing month; 12 / 24-month forecasts.
MonthRecognized profit12-mo forecast24-mo forecast
Sep 2026$1,420,000$11.8M$23.6M
Aug 2026$1,280,000$11.4M$22.9M
Jul 2026$980,000$10.9M$21.8M

Sales Dashboard

Inventory, days on market, and closing pipeline.
Sitting finished
6
avg 84 days on market
Trailing 12-mo sales
41
▲ 6 vs prior year
6-mo forecast
23
last-5 sold 52d
Closings next 30d
14
across 9 projects

Sitting finished homes

on market / staged
UnitProjectList priceDays on marketStatus
B1230 Arlington St$685,00042On Market
D1230 Arlington St$640,00037On Market
A2215 Yale St$688,000128Staged

Estimated Current Project Schedule

Shared component from Project Management.
ProjectCurrent phaseTargetDaysDiffEst. completion
1230 Arlington StFoundation6458−6Jan 2026
1402 Cortlandt StCompletion4840−8Feb 2026
812 W 26th StWindstorm4052+12Mar 2026

Construction Scorecard

Last-5 vs goal per milestone, per superintendent.
MilestoneGoal (days)Last-5 avgVarianceTrend
Permit8296+14Behind
Foundation6864−4Ahead
Frame final120131+11Behind
Sheetrock8279−3Ahead
Completion6260−2Ahead

By superintendent

behind-schedule snapshot
SuperActive projectsOn / behind
Gilbert44 / 0
James32 / 1
Josh33 / 0
Wally31 / 2

Current Project Active Schedule

Current phase, target days, diff, %.
ProjectSuperCurrent phaseTargetDaysDiff%
1230 Arlington StGilbertFoundation6458−691%
812 W 26th StJamesWindstorm4052+12130%
4510 Bellaire BlvdJoshFrame final9295+3103%

Estimated Current Project Schedule

Shared component from Project Management.
ProjectCurrent phaseTargetDaysDiffEst. completion
1230 Arlington StFoundation6458−6Jan 2026
2215 Yale StSheetrock70141+71Jul 2026
1402 Cortlandt StCompletion4840−8Feb 2026

Finance Dashboard

Banks, balances, WIP vs building loan, investor totals.
Total loan balances
$21.4M
across 4 banks
WIP
$18.6M
vs bldg loan $21.4M
Investor total
$1.33M
4 active notes
LOC available
$1.74M
of $3.5M limit

Bank balances

operating accounts
BankBalanceLast draw
Texas Capital — operating$2,140,0002026-08-18
Prosperity — operating$980,0002026-08-25
Frost — operating$640,0002026-08-30

Lender Detail

Per-bank limit usage.
LenderLimitDrawnAvailableUsage
Texas Capital$12,000,000$8,420,000$3,580,000
Prosperity$8,000,000$3,150,000$4,850,000
Frost$6,000,000$2,780,000$3,220,000
Amegy$5,000,000$1,505,000$3,495,000

LOC Available

Line of credit headroom.
LOCProviderLimitOutstandingAvailable
Revolving LOC #1Texas Capital$2,000,000$640,000$1,360,000
Mezz LOC #2Private$1,500,000$1,120,000$380,000

Project Balances

Draw urgency per project.
ProjectBank budgetLoan balanceAvailableDraw urgency
1230 Arlington St$1,840,000$1,212,400$627,600Low
812 W 26th St$1,210,000$1,088,000$122,000High
2215 Yale St$2,450,000$2,210,000$240,000Medium

Mezz Investor Detail

Mezzanine and LOC-backed investor positions.
InvestorNote balanceRateInterest to dateLOC used
C. Mendez$400,0008.00%$31,214Revolving LOC #1
D. Kim$500,0008.25%$39,027Mezz LOC #2
Saved