Favourites Launchpad

Quick access to your most-used project tools, your way.

The Cheops Favourites Launchpad gives you personalised, one-click access to your essential functions, so you can jump straight into the tools you use most. No navigating menus or clicking through layers – just faster, smarter access to the daily actions that keep your projects moving.

Whether you’re a Site Manager, Contracts Admin, Project Manager or Financial Controller, the Launchpad adapts to the way you work – saving you time, improving focus, and making Cheops even more intuitive.

Features

• Personalised Dashboard: Pin your most-used Cheops functions for instant access.
• One-Click Navigation: Launch key tasks without navigating multiple menus.
• Role-Based Visibility: See the tools that matter to your job – nothing else.
• Customisable Shortcuts: Easily update or reconfigure your favourites as your role evolves.
• Embedded in Cheops: Fully integrated and accessible across the Cheops platform.

Benefits

• Save Time Daily: Cut down on repetitive clicks and start tasks faster.
• Work Smarter: Stay focused with only the tools you need, right where you need them.
• Tailored for Your Role: Whether you’re managing budgets or site progress, Launchpad keeps your essentials front and centre.
• Simplifies Training & Onboarding: New team members can find key tools faster with a personalised start screen.
• Fits Your Workflow: Customise as you go – Launchpad evolves with your needs.

Menu Security

Control access. Protect data. Empower your team.

With the Cheops Menu Security module, you design who sees what—across users, teams, projects or entities—so that your construction business stays secure and efficient. The module allows you to set custom menu access, apply role-based permissions and enforce multi-factor authentication so you keep sensitive project and financial information exactly where it belongs.

Features

• Multi-Factor Authentication (MFA) – Require each user to log in with verified credentials for added security.
• Role Based Security – Create user-groups with specific menu access; assign individuals to groups so permissions inherit automatically.
• Custom Access Configuration – Design tailored access for new groups or individual users to match your business or project needs.

Benefits

• Strengthen data security – Ensure only the right people access the tools and information they need, reducing risk of accidental or inappropriate data exposure.
• Simplify user management – With groups and inheritance rules, you reduce admin overhead and keep permissions aligned with your structure.
• Support project-specific workflows – Tailor access for site staff, contractors, admin teams or executives to match their role and responsibilities.
• Enhance compliance readiness – Maintain clear records of who accessed what and when, helping with audits and accountability.
• Boost operational efficiency – Reduce clutter and confusion by showing users only the menus and modules relevant to them—so they work smarter.

Request a Demo today to see how Cheops Menu Security gives you precision control over access, strengthens your team’s productivity and safeguards your critical project and financial data.

Alerts & Notifications

Stay ahead with automated notifications that keep your projects on track.

In a fast-moving construction environment, it’s easy for critical tasks and deadlines to slip through the cracks. Cheops Alerting helps your team stay proactive with real-time notifications triggered by key financial and project events—so nothing important gets missed.

Whether it’s overdue claims, expiring insurances, or unapproved variations, Alerting ensures the right people are notified at the right time—directly from within Cheops.

Features

• Custom Alerts & Notifications – Set alerts for key events like claim deadlines, expiring insurances, or approval hold-ups.
• Multi-Channel Delivery – Send alerts via email, SMS, or within the Cheops dashboard.
• Trigger-Based Logic – Alerts are automatically generated based on real-time system activity.
• Role-Based Targeting – Notify specific users, teams, or roles based on the task.
• Fully Integrated with Cheops – Works across financials, contracts, payroll, compliance, and more.
• Easy Configuration – Set up and adjust alerts without custom development.

Benefits

• Reduce Delays – Stay ahead of due dates, compliance issues, and financial risks.
• Support Proactive Management – Act before issues escalate—no more reacting too late.
• Keep Everyone Aligned – Ensure stakeholders are notified when action is needed.
• Improve Compliance – Never miss an insurance, safety, or documentation expiry again.
• Enhance Accountability – Clear notifications help assign responsibility and track follow-through.

Cheops Alerting helps your team act faster, stay compliant, and keep projects moving—without the manual follow-up.

Business Forecasting

Confident decisions backed by real-time financial insight.

Forecasting shouldn’t be a guessing game. With Cheops Business Forecasting, you gain a live, accurate view of your project and portfolio financials—driven by real-time data from across your Cheops environment.

From the site to the boardroom, Cheops gives decision-makers the visibility they need to stay proactive and in control.

Features

• Live Forecasting Tools – Instantly view updated forecasts as costs change.
• Cost-to-Complete Calculations – Auto-calculate future costs based on live data.
• Portfolio-Level Visibility – Consolidate forecasts across projects.
• Drill-Down Reporting – Analyse forecasts at any level.
• Fully Integrated – Connects with job costing, claims, variations and procurement.
• Customisable Forecast Views – Tailor dashboards for different roles.

Benefits

• Improve Financial Accuracy – Make decisions using live data.
• Save Time on Reporting – Remove manual updates.
• Stay Ahead of Risk – Identify issues early.
• Align Teams Around One Source of Truth
• Support Executive Insight – Clear visibility into performance.

Make proactive, profit-driven decisions with confidence—powered by Cheops Business Forecasting.

KPI Dashboards

Cheops Business Analytics gives organisations real-time visibility into performance across projects, finance, operations, and corporate functions.

With powerful, role-based dashboards and deep drill-down capability, users can move from high-level KPIs to the underlying data table and documents in just a few clicks.

Features

Role-Based ‘Out-of-the-Box’ Dashboards

• Pre-configured dashboards for executives, project managers, finance, commercial, and operations
• Immediate insights without needing to build reports from scratch
• Consistent metrics across the organisation

Build Your Own Dashboards

• Create custom dashboards tailored to your business processes
• Combine data from multiple modules (projects, finance, procurement, Subcontracting, variations, etc.)
• Add custom KPIs, charts, tables, and calculations

Drill-Down to the Data Behind the Numbers

• Click any KPI, chart, or metric to see the underlying transactions
• Drill all the way down to the source document (invoice, variation, timesheet, PO, etc.)
• Instantly validate anomalies, investigate issues, and confirm data accuracy

Advanced Filtering, Sorting & Grouping

• Filter by project, region, cost code, supplier, date range, or user
• Sort and group data to uncover trends and patterns
• Save favourite views for quick access

Custom Calculations & Totals

• Add custom calculation fields (e.g., margin %, cost variance, productivity ratios)
• Display subtotals, grand totals, and conditional formatting
• Tailor metrics to your organisation’s reporting standards

Real-Time Data Refresh

• Dashboards reflect live Cheops data
• No manual exports or spreadsheet manipulation
• Ensures decisions are based on current, accurate information

Create Reports

• Create standard report templates for all departments, projects teams to utilise.
• Consistent Report interface for the whole business.
• Share insights with executives, project teams, or stakeholders
• Supports board reporting, monthly reviews, and project governance

Benefits

Faster, More Informed Decision-Making

• Leaders see performance at a glance
• Project teams identify issues before they escalate
• Finance gains clarity on cashflow, commitments, and cost performance

Immediate Visibility Into Anomalies

• Spot unusual trends or outliers instantly
• Drill down to the exact transaction causing the issue
• Reduces time spent investigating discrepancies

Stronger Project Control

• Track cost performance, variations, productivity, and forecasts
• Monitor subcontractor performance and procurement status
• Improves project delivery outcomes

Reduced Reporting Overhead

• Eliminates manual spreadsheets and duplicated effort
• Automated dashboards reduce admin time for PMs and finance teams
• Ensures consistent reporting across the organisation

Better Alignment Across Teams

• Everyone works from the same KPIs and definitions
• Reduces confusion and conflicting reports
• Strengthens governance and accountability

Supports Digital Transformation

• Moves reporting away from static spreadsheets
• Creates a dynamic, data-driven culture
• Scales with organisational growth

Strategic Outcome

Cheops Business Analytics transforms raw data into actionable intelligence – empowering teams to make faster, smarter, and more confident decisions across every level of the organisation.

Request a Demo

Custom Reports

Cheops Custom Reports allow organisations to combine data from multiple Business Analytics enquiry apps and automatically populate pre-formatted, professional report layouts. Stakeholders simply run the report – no spreadsheets, no manual consolidation, no formatting required.

Features

Multi-Source Data Integration

• Pulls data from multiple Business Analytics enquiry apps at the same time
• Combines project, financial, procurement, Subcontracting, and operational data into a single report
• Ensures consistency across all reporting outputs

Pre-Formatted Microsoft Word Report Layouts

• Reports are generated directly into structured Word templates, saved as a PDF
• Supports tables, charts, summaries, headers, footers, and corporate branding
• Uses all native Word tools: styles, auto-numbering, indexing, tables of contents, etc.

Auto-Indexing & Structured Output

• Automatically generates tables of contents, section numbering, and index entries
• Ensures long or complex reports remain easy to navigate
• Ideal for board packs, monthly project reviews, and audit documentation

One-Click Execution for End Users

• Stakeholders simply run the report — no technical skills required
• Eliminates manual data extraction and formatting
• Ensures consistent reporting across the entire organisation

Suitable for All Stakeholders

• Executives: high-level summaries and KPIs
• Project teams: detailed cost, progress, and risk reporting
• Finance: commitments, cashflow, accruals, and variance analysis
• Commercial: subcontractor performance, procurement status, variations

Benefits

Faster, More Accurate Reporting

• Eliminates manual consolidation of data from multiple systems
• Reduces errors caused by spreadsheets or copy-paste workflows
• Ensures reports are always based on the latest Cheops data

Better Decision-Making

• Combines high-level KPIs with detailed supporting data
• Enables leaders to validate numbers instantly
• Improves confidence in reporting accuracy

Consistency Across the Organisation

• Everyone uses the same report templates and definitions
• Reduces variation in reporting quality and structure
• Strengthens governance and accountability

Reduced Administrative Overhead

• Saves hours of manual formatting, data extraction, and report building
• Frees project managers, finance teams, and administrators to focus on value-adding work

Improved Project Control

• Provides clear visibility of cost, progress, risks, and performance
• Supports monthly reporting cycles, commercial reviews, and board reporting
• Ensures project teams and head office are aligned

Supports Digital Transformation

• Moves reporting away from spreadsheets and manual processes
• Creates a scalable, automated reporting framework
• Future-proofs the organisation with consistent, data-driven insights

Strategic Outcome

Cheops Custom Reports transform complex, multi-source data into polished, professional, and reliable reporting — giving every stakeholder the clarity, confidence, and consistency needed to make informed decisions.

Request a Demo

Business Analytics

Real-time insights that drive smarter construction decisions.

Construction businesses generate vast amounts of data, however without the right tools, it’s difficult to turn that data into meaningful insight. With Cheops Business Analytics, you gain a clear, real-time view of your projects, financials, and performance – so you can make faster, more confident decisions.

From dashboards and KPIs through to detailed reporting, all your data is centralised and accessible in one place. No disconnected systems, no manual spreadsheets – just accurate, actionable insights when you need them.

Features

• Customisable Dashboards – Build role-specific dashboards with KPIs, charts, and data views tailored to your business.
• Real-Time Data – Access live project and financial data to stay up to date at all times.
• Unlimited Reporting – Create and generate unlimited reports with flexible formatting and layout options.
• WYSIWYG Reporting – Design reports with intuitive “what you see is what you get” functionality.
• Advanced Word Reporting – Produce professional, fully customised reports in Microsoft Word format.
• Multi-Data Integration – Combine data across projects and systems for deeper, more meaningful insights.
• Flexible General Ledger Views – Display and save your chart of accounts in ways that suit different users and reporting needs.
• Mobile Access – View dashboards and reports anywhere, on any device.

Benefits

• Make Faster Decisions – Access clear, real-time insights to act quickly and confidently.
• Improve Visibility – Gain a complete view across projects, financials, and business performance.
• Reduce Risk – Identify trends, issues, and opportunities before they impact your bottom line.
• Save Time on Reporting – Eliminate manual data handling with automated, integrated reporting tools.
• Empower Your Team – Give every role access to the data they need—without complexity.

Request a Demo

General Ledger Report Writer

The Cheops GL Report Writer gives finance teams complete control over how they view, analyse, and present financial data. It transforms raw ledger information into structured, consistent, and professional on-screen tables and Microsoft Word reports — without relying on spreadsheets or manual formatting. No more exporting to Excel

Features

Custom On-Screen Table Views

• Build tailored GL views using filters, groupings, and sorting
• Display account balances, transactions, variances, and period comparisons
• Save custom views for recurring reporting cycles
• Drill into account details and underlying transactions

Flexible Data Manipulation

• Add custom calculations (e.g., margin %, variance %, accrual adjustments)
• Insert subtotals, grand totals, and conditional formatting
• Group by cost centre, project, account category, or period

Multi-Level Drill-Down

• Move from high-level GL summaries to detailed transactions
• Drill all the way down to the originating document (invoice, PO, journal, etc.)
• Ensures transparency and validation of financial data

Microsoft Word Report Generation

• Populate pre-formatted Word templates with GL data
• Supports tables, charts, commentary sections, and corporate branding
• Uses all native Word tools: styles, auto-numbering, headers/footers, TOCs, indexing
• Produces consistent, professional financial reports every time

Controlled & Repeatable Reporting Framework

• Standardised templates ensure consistent reporting across the organisation
• Role-based access ensures only authorised users can modify report structures
• Eliminates version drift and uncontrolled spreadsheet variations

Real-Time Data Refresh

• Reports always reflect the latest Cheops GL data
• No manual exports or offline spreadsheets
• Ensures accuracy for month-end, board packs, and audits

Benefits

Faster, More Accurate Financial Reporting

• Reduces manual data manipulation and spreadsheet risk
• Ensures numbers are always current and consistent
• Speeds up month-end, forecasting, and board reporting cycles

Full Transparency & Auditability

• Drill-down capability provides complete traceability
• Supports internal and external audit requirements
• Reduces time spent validating figures or investigating anomalies

Better Financial Insight

• Custom views highlight trends, variances, and performance drivers
• Enables deeper analysis without exporting data
• Supports proactive financial management

Consistency Across All Stakeholders

• Everyone uses the same report templates and definitions
• Eliminates conflicting versions of financial reports
• Strengthens governance and financial control

Reduced Administrative Overhead

• Less time spent formatting reports or reconciling spreadsheets
• Finance teams can focus on analysis, not data wrangling
• Improves productivity across the finance function

Supports Digital Transformation

• Moves financial reporting into a controlled, automated environment
• Reduces reliance on manual spreadsheets and legacy processes
• Creates a scalable, future-proof reporting framework

The Cheops GL Report Writer delivers a controlled, consistent, and highly flexible financial reporting environment – empowering finance teams to produce accurate, professional, and insightful reports with minimal effort.

Request a Demo