Secure access

5to9 Dashboard

Portfolio at a glance — billing, fee & delivery health across all active projects

Project roster — every active job, one card · click to drill in

Sort projects & alerts

On track Watch At risk Livedata synced from your Smartsheet workspaces No sourceproject has no synced sheets yet

Where to look first

Attention needed

Drill into a project

These portfolio numbers roll up from your project-level dashboards. Jump to the source views:

Project Financial Dashboard

Signed commitments, SOV rows, invoices, and change order movement.

Pay app

Project Operations Dashboard

Schedule, buyouts, RFIs, submittals, change orders, tasks, field reports, inspections, OAC agenda and compliance.

Project timeline Show activity detail

Critical (0 float) Has float Complete Milestone

Quick Navigation

Your other project dashboards

Forms

Project intake and attachment review.

AI drafting assistant

Start from project data, instructions, and supporting files.

Checking OpenAI

Project

Drafting instructions Optional with source files

Add source filesUp to five files

Create contract work order

Division

Section mode

Select existing section Create new section

Existing section

Contract unique code

Enter a code to complete the contract CSI number.

Project

Company

Commitment ID

Contract title

Contract amount

Retainage %

Contract date

Start date

Completion date

Status

Contract type

Source proposal #

Scope of work

Inclusions

Exclusions

Payment terms

Insurance requirements

Bond requirements

Subcontractor signer

Subcontractor signer email

Internal signer

Internal signer email

Include internal signer’s saved signature when sending for signatureRequires an approved contract and active project authorization. Uncheck to exclude it.

PDF recipient email

Create invoice

Project

Vendor

CSI code

Invoice #

Contract #

Customer #

Location code

Invoice date

Status

Order by

Purchase order no.

Terms

Vendor rep

Order taken by

Job access

Bill to address

Ship to address

Job type

Equipment type

Tract no.

Lot no.

Job contact

Job phone no.

Line items

ItemQtyDescriptionStartEndDaysUnitLine

Subtotal

Damage waiver

Tax

Total

Amount due

Paid amount

Paid? Mark invoice paid

Allocation notes

AI drafting assistant

Request for Information

Pay App Builder

Notification Settings

Project Intake

New project intake

Prefill from documents

Project details

Create proposal

Convert proposal to contract

Create contract work order

Create invoice

Create change order

Add project

Add company

Add CSI code

Add commitment

Add SOV line

Pending invoices