Find Contractor Foreman projects going over budget

1. Open Projects, select a project and click the Financials tab to see the Cost Comparison By Type chart of budgeted, committed and actual cost per item type.
2. Switch the chart to a table with the icon at its top right to read Remaining Committed and Remaining Actual, in dollars and percent.
3. For budget against actual, open the Reports module, expand Job Costs, click View next to Job Cost Actual Report (Detailed) and click Generate Report; the Job Cost Committed Report (Detailed) breaks the budget down per cost code.
4. Go back and repeat for the next project. Contractor Foreman has no notification when a project goes over budget, so an overrun is found only by whoever remembers to check.

Every Monday, check job costing on all my open Contractor Foreman projects and tell me which ones have spent more than estimated on labor or materials, and by how much.

1. 01

   Take every open job, not only the big ones

   list_projects returns the jobs still in progress. The agent reads job costing for each one, because small service jobs overrun by a larger share and are the ones nobody opens.

2. 02

   Judge overruns per cost code

   A project can look fine in total while labor runs 20 percent over and materials came in under. The agent flags each cost code where actual cost passes the estimate, and ranks projects by the dollar amount over, not by percent alone.

3. 03

   Read the overrun against progress

   get_project gives the revised contract amount and dates. Spending 90 percent of the labor budget on a job that is 40 percent complete is flagged as a warning even though nothing is over yet.

4. 04

   Point at the likely cause

   Costs with no cost code land in an "Unassigned" bucket in Contractor Foreman. The agent reports that bucket separately, because a large Unassigned figure usually means bills or time cards were coded wrong, not that the job is losing money.

5. 05

   Keep the week-to-week view

   On a weekly run the agent compares with last Monday's figures and says which overruns are new and which grew, so the same three projects are not reported as news every week.

Open projects checked: 8
Over estimate: Maple St Remodel, Labor $19,250 vs $18,000 (-$1,250), job 42% complete
Over estimate: Oak Ave Deck, Materials $6,880 vs $6,100 (-$780)
Watch: Johnson Bathroom, Labor 88% spent at 50% complete
Unassigned costs: Pine Rd Addition $2,140 with no cost code, check last week's bills
New since last Monday: Oak Ave Deck

• Contractor Foreman builds Estimated Cost from the approved estimate, Schedule of Values items, approved change orders, approved work orders and service tickets on the project, without markup.
• Contractor Foreman counts Actual Cost from bills (without markup), expenses, time cards and equipment hours logged in daily logs.
• In Contractor Foreman job costing, a cost with no cost code or no item type is grouped as Unassigned.
• Contractor Foreman's Committed Cost includes purchase orders and subcontracts once they are submitted or approved, before they are billed, so it can pass the estimate before any bill arrives.

Every tool here only reads, so it can run weekly from n8n, Make, Zapier or cron without waiting for your OK.

Sources: Contractor Foreman KB: An Overview of the Financial Tab of Projects · Contractor Foreman KB: Notification when a Project goes over Budget · Contractor Foreman KB: Budget vs Actual report for a lump sum project · Contractor Foreman KB: Job Costing Calculations Explained

curl https://cotlet.dev/api/v1/contractor-foreman/get_job_costing \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"project_id":"84213"}'

{
  "project_id": "84213",
  "cost_codes": [
    {
      "code": "Labor",
      "estimated": 18000,
      "actual": 19250,
      "difference": -1250
    },
    {
      "code": "Materials",
      "estimated": 22000,
      "actual": 20100,
      "difference": 1900
    },
    {
      "code": "Subcontractors",
      "estimated": 9000,
      "actual": 9000,
      "difference": 0
    }
  ],
  "totals": {
    "estimated": 49000,
    "actual": 48350,
    "difference": 650
  },
  "currency": "USD"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is contractor-foreman_get_job_costing. Example data.

• Turn site notes into Contractor Foreman daily logs
• Build a Contractor Foreman estimate from a scope list and send it
• Write and send Contractor Foreman change orders from a client request
• Contractor Foreman API and MCP server: every tool
• All use cases