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KAST QuickBase Monthly Report - Overview

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Overview & Purpose

KAST’s Monthly Project Reporting tool in Quickbase streamlines how Project Managers deliver consistent, timely, and accurate updates on financial performance and project status. This unified process supports leadership oversight, aids operational planning, and ensures accountability across all projects and regions.

Click here for button-clicking instructions (under construction)

Click here for data sourcing and field formatting key

Click here for instructions on revising a prior-month report

Why This Matters

  • Automated Reporting Efficiency:
    Reduces manual effort and ensures consistency in data presentation across projects. Integration with Procore ensures real-time accuracy when upstream platforms are properly updated.

  • Deadline Discipline:
    The reporting window and snapshot dates are critical. Delays or inaccuracies create downstream issues in forecasting, executive reporting, and department-wide performance tracking.

  • Standardized Financial Accounting:
    Adopting a unified structure across all teams supports KAST’s commitment to transparency, scalability, and predictable financial health, regardless of project size or region.

Monthly Reporting Timeline & Action Steps

Role

Month

Start

End

Notes

PM

Report Month

4th Tuesday

4th Thursday
  • Generate Report, add attachments, & Review Data
  • make any required changes in Procore prior to 4th Friday

PM

Report Month

 

4th Friday - 5 pm

Auto-Snap

Report Month

 

Last Day of Month

Any report not already snapped

PX

Following Month

1st Wednesday

1st Friday

 

1. Monthly Report is Generated on the 1st of the month

  • Data syncs in from Procore and continues to sync until the report is "snapped".

  • This is the data and report you will see when you are in the app (white background)

2. Project Manager Reporting Window: 4th Tuesday to 4th Thursday

This is your time to complete and finalize your report.

a. Early Review – Auto-Populated Data

  • Data syncs in from Procore. Ensure it reflects the current project status.

    • Update Commitments, convert PCOs to PCCOs, issue CCOs, and enter Budget Changes (BCs) as needed.

b. Manual Entry Fields – What to Review & Update

  1. “Common Pitfalls” – Review the prior month’s entry and revise if needed.

  2. Support Dept. Inputs – Use current scorecard or report card data.

  3. Manual Financial Fields – Adjust based on auto data and latest projections.

  4. Attachments – Upload relevant supporting documents:

    • Progress photos

    • GRIT labor sheets

  5. Add-a-Line Items – Update these as applicable:

    • TROs

    • Liquidated Damages (LDs)

    • Key Milestones

    • Safety Incidents

    • Quality Issues

3. Snapshot Day – 4th Friday

Take a Manual Snapshot of your report. This locks in the report data for review and archival.

4. Auto Snapshot – Last Day of the Month (if Manual Snap not taken)

  • If your live report data is complete: ✅ Your data rolls over cleanly to the next month.

  • If your report is incomplete: ❌ You’ll be responsible for:

    • Manually updating the snapshot for the current month, and

    • Correcting the live data for the upcoming month.

5. Post-Snapshot Rules

  • Financial Data (Auto-populated): Locked after snapshot.

  • Manual Entry Fields: Still editable by using the “unsnap” feature.

  • background and navigation buttons for unsnapped report are orange 

Tips for Success

  • Start early. Don’t wait until Thursday before snapshot day.

  • Double-check your Procore data – it’s the source of truth for financials.

  • Collaborate with support departments early to get accurate scorecard data.

  • Create a ticket in the Quickbase Feature Request & Bug Report form for any issues you discover within the app,or to request future feature improvements