Matthew Clay Architects
Project Dashboard
Commercial position, time, cost and invoicing in one place.
Import-first prototype: starts with project 314's admin structure but no Xero/Toggl source rows. Import the CSVs to populate it.
Project
£0MCA-administered project value
£0Time × charge-out rate
£0Time × at-cost rate
£0Professional fee position
£0Agreed fee less fee invoices
£0Worked value less fee invoices
Worked value vs fee0%
Fees invoiced vs fee0%
Internal cost vs fee0%
Fee stages / Toggl task mapping
Quoted stage values are MCA-controlled; time is grouped from Toggl aliases.
| Stage | Mapped tasks | Quoted | Hours | Worked | Cost | Status |
|---|
Team contribution
Additional project position
Invoice / cost information kept outside the headline fee.
Live project overview
Commercial position across every active or on-hold project.
Fee utilisation by project
Worked value and internal cost measured against each agreed fee.
Worked valueInternal costAgreed fee
Portfolio health
Live projects grouped by fee utilisation.
0
Live projects
Open a project or move it to completed or archived.
| Project | Client | Status | Fee | Worked | Internal Cost | Fee used |
|---|
Completed and archived projects
Historical projects stay available with all imported time, invoice and fee data intact.
Project archive
Reopen a project at any time.
| Project | Client | Status | Fee | Worked | Invoiced |
|---|
Import additional data
Imports append only. A source row with the same fingerprint as an existing record is ignored; existing project/admin values are never replaced.
Toggl detailed CSV
Expected fields include Project, Task, Member, Teams, Start date/time, Stop date/time, Description and Duration. New time rows are added; duplicate time rows are skipped.
No file imported this session.
Xero sales invoice CSV
Expected fields include ContactName, InvoiceNumber, Reference, InvoiceDate, Description, Quantity, UnitAmount and LineAmount. New invoice lines are added; duplicate lines are skipped.
No file imported this session.
Data backup
Useful while testing the prototype before a database-backed Docker version.
Import history
Session-independent log saved with the prototype.
Administration
These are MCA-managed values. Imports will not overwrite them.
Projects & clients
Edit names, client ownership, agreed fees and project status.
| Project | Client | Status | Agreed Fee |
|---|
Fee stages & Toggl task mapping
One stage can recognise several task labels, solving issues such as “2-1” vs “RS 2-1”.
| Stage | Task aliases | Quoted Fee | Notes |
|---|
Role rates
Charge-out drives worked value; at-cost drives true internal cost.
| Role | Charge-out / hr | At cost / hr |
|---|
Manual time entries
Kept separate from Toggl imports so imported records remain untouched.
| Project | Date | Person | Role | Task | Hours | Description |
|---|
Manual invoice adjustments
Useful for statement information not yet present in the latest Xero export.
| Project | Invoice | Date | Fee | Expenses | Status |
|---|
Password protection
Change the password used to open this prototype.
This protects the on-screen prototype from casual access. A standalone HTML file cannot encrypt its source code or browser storage; production access control should be handled by the hosted application.