Flowsite automatically transfers data from Dashpivot templates such as Timesheets and Site Diaries into Excel and Power BI, helping teams monitor project costs, track budget performance, and improve financial reporting processes.
Project costing is the process of estimating, tracking, and managing all costs associated with a project. This includes direct costs such as labour, materials, equipment, and subcontractors, as well as indirect costs like overhead expenses, permits, and administration costs.
By connecting existing Dashpivot templates to Power BI through Flowsite, teams can bring together project cost data and automate reporting across labour, subcontractor, equipment, and material costs.
Features of Project Cost Tracking
Project Cost Tracking helps teams monitor and manage project expenses to ensure projects remain within budget. Data is automatically transferred from existing Dashpivot templates, such as Timesheets and Site Diaries, into Power BI using Flowsite.
1. Unified Cost Breakdown
Create one master dashboard to display:
Labour costs
Subcontractor costs
Equipment costs
Material costs
Cost codes
Project and activity breakdowns
2. Custom Filters
Filter project cost data by:
Project
Work type
Cost code
Date
Budget status
This enables faster analysis and easier tracking of project spending.
3. Planned vs. Actual Summary
Automatically calculate:
Planned costs
Actual costs
Budget variances
Percentage of budget used
4. Cost Charts and Graphs
Visualise project cost performance using:
Planned vs. actual cost charts
Budget variance reports
Cost breakdowns by project or activity
Note: There may be instances when manual manipulation of data is required such as data not found or sourced from Dashpivot, you might need manual manipulation of data we need to link an excel file to Power BI for the manual entry corrections. Contact Support if your have any questions.
How to set up the integration
1. Connect Dashpivot to Flowsite
Log in to Flowsite.
Navigate to Connections.
Find Dashpivot and select Connect.
Enter your Dashpivot credentials and authenticate the connection.
Confirm the connection appears in your Connections table.
Tip: Correctly configuring your Dashpivot template structure helps prevent formatting and mapping issues in Excel and Power BI.
2. Create a flow
Select your existing Dashpivot templates, such as:
Timesheets
Site Diaries
Choose Excel as the destination.
Set the recurring sync schedule in the Flow Editor (for example, hourly or daily).
Flowsite will automatically transfer template data into Excel and Power BI for reporting and cost tracking.
3. Configure your Excel file
Select or create the Excel workbook and structure the required columns, including:
Project
Cost code
Labour cost
Material cost
Equipment cost
Subcontractor cost
Planned cost
Actual cost
Date
4. Test the workflow
Submit sample records in Dashpivot using your Timesheet or Site Diary templates.
Trigger the flow manually.
Confirm the data transfers correctly into Excel and Power BI.
Sample Dashboards
