Construction
Budget, WIP, and PM self-serve. Certified definitions for budget, WIP, and job cost reports, so project managers self-serve without a request to finance, and overbilling or underbilling surfaces before it becomes a cash flow problem.
Get guided setupCertified budget, WIP, and job cost, available directly to project managers
Project managers frequently need budget, work-in-progress, and job cost figures that traditionally require a request to finance. QuaerisAI resolves these questions through certified definitions of budget, WIP, and job cost, so a project manager can ask directly and receive a figure that matches what finance would independently calculate.
Every answer traces back to the underlying job cost or ERP record it was calculated from, so a project manager can trust the number without waiting on a finance team review cycle, and can spot cost variance against the original budget as soon as it appears rather than at the next scheduled report.
Benefits
This agent framing helps project managers self-serve budget and WIP questions without waiting on finance.
- Time efficiency: Answer budget and WIP questions directly instead of filing a request to finance.
- Consistent definitions: Budget, WIP, and job cost are calculated the same way for every project.
- Traceable answers: Every figure traces back to its source job cost or ERP record.
- Governed access: Project managers see only the projects their role permits.
- Faster decisions: Budget questions are answered directly, without a finance review cycle.
- Consistent methodology: The same certified logic applies across every project and every PM.
Problem addressed
Project managers routinely need current budget, WIP, and job cost figures to manage a project, but those figures often sit with finance, requiring a request and a wait before the PM can act on the answer. That delay can slow decisions that need to happen while a project is actively underway.
Certified definitions of budget, WIP, and job cost let project managers self-serve these questions directly, with the same governed logic finance would use.
What the agent does
- Resolves budget, WIP, and job cost questions through certified definitions
- Lets project managers self-serve without a request to finance
- Traces every figure back to its source job cost or ERP record
- Applies consistent logic across every project
- Enforces role-based access, so PMs see only their assigned projects
Why do this with AI
Budget and job cost questions are repetitive across projects even though the specific numbers change, which makes them well suited to a certified, consistently applied definition rather than a manual finance lookup each time. The underlying calculation logic stays the same; only the project changes.
Instead of waiting on finance for a budget or WIP figure, project managers can ask directly and get an answer grounded in the same certified logic finance already relies on.
Who this agent is for
- Self-serve budget and WIP questions without waiting on finance
- Trust that job cost figures match what finance would calculate
- Trace every figure back to its source job cost or ERP record
- Manage active projects without a finance review cycle delay
- Apply the same certified budget logic across every project
How it works
The agent resolves each question through the same governed pipeline as every other QuaerisAI agent: identity and permissions are checked first, the question is mapped to certified definitions, a governed query runs against the source data, and the result is returned with a full audit record attached.