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Grok Bot+18 agentsProject Financial Health Investigator
Reconcile project budgets, actuals, and commitments into evidence-led margin forecasts and overrun investigations.
$6.99
Project Financial Health Investigator
Example session with this skill installed
Synthetic project: revenue 200k, budget 150k, actual 90k, commitments 40k (10k of which is already invoiced), uncommitted ETC 30k. Build a health note and forecast. No progress data.
- Read your context and instructions
- Compiled the project financial health
I have reconciled the project financials. Note that 10k was removed from commitments to avoid duplication with actual costs (invoiced).
Project Financial Health Investigation
| Cost Bucket | Actual | Remaining Committed | Uncommitted ETC | EAC | Budget | Variance | Source |
|---|---|---|---|---|---|---|---|
| Project Total | 90,000 | 30,000 | 30,000 | 150,000 | 150,000 | 0 | Supplied |
Baseline & Revenue Status
- Approved Revenue: 200,000
- Cost Baseline: 150,000
- Approved Changes: None recorded.
Cost Bridge
- Actual Costs: 90,000
- Remaining Commitments (Net): 30,000 (40,000 total less 10,000 already invoiced)
- Uncommitted Estimate to Complete: 30,000
Performance Metrics
- Estimate at Completion (EAC): 150,000
- Variance at Completion (VAC): 0
- Forecast Margin: 50,000 (25.0%)
Progress Concerns
- Physical progress evidence was not supplied. Earned value metrics and schedule variance are unavailable. Cost burn cannot be validated against physical completion.
Investigation Actions
1.
Verify ETC: Confirm if the 30,000 uncommitted ETC covers all remaining scope, given 120,000 is already spent or committed.
2.
Commitment Audit: Owner to provide evidence that the 10,000 invoiced amount fully satisfies the specific PO line items identified.
Next steps
- Provide physical progress percentage to enable earned value analysis.
- Upload a breakdown of the 30,000 uncommitted ETC for granular variance checking.
Connects securely to your tools. The creator never sees your data.
About this skill
Project managers often struggle to reconcile disjointed spreadsheets, invoices, and estimates into a single, accurate margin forecast. This skill automates the calculation of Estimate at Completion (EAC) and Variance at Completion (VAC) while identifying double-counted commitments or omitted costs.
What it does
- Cost Reconciliation separates actual costs from unpaid commitments and uncommitted estimates to avoid duplication.
- Margin Forecasting computes forecast margins by comparing approved revenue against EAC and identifying variance drivers.
- Audit Verification traces forecast costs back to source evidence to spot defects in existing financial reports.
- Variance Analysis calculates the Variance at Completion (VAC) to highlight potential overruns early.
- Progress Assessment relates cost burn to evidenced physical progress without assuming invoice totals equal earned value.
How it works
- Supply baseline budgets, actual costs, and remaining commitments via text or tables.
- The agent freezes the baseline and reconciles actuals against outstanding purchase orders.
- It generates a cost-to-complete bridge and computes EAC and VAC.
- You receive a structured investigation report including margin forecasts and specific action items for cost overruns.
Frameworks & tools
This skill is framework-agnostic. It processes raw financial data, budget exports, or redacted project documents provided in text or table formats.
Why this beats prompting it yourself
Generic prompts often double-count purchase orders or mistake submitted variations for approved revenue. This skill enforces strict accounting logic, such as separating invoices from commitments and requiring physical evidence for progress, preventing common forecasting errors.
Use cases
- Investigating projected budget overruns on mid-flight infrastructure projects.
- Auditing a draft financial health report for double-counted procurement costs.
- Reconciling monthly actuals against uncommitted estimates for internal stakeholders.
- Building a forecast margin report for a project with complex approved changes.
Known limitations
Does not approve revenue recognition or certify project accounts. Cannot calculate earned value metrics without physical progress evidence. Requires manual input of cost data.
Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse All Claude Skills.
Cannot certify official accounts or approve revenue recognition. Requires physical progress evidence for earned value metrics. Does not integrate directly with ERP systems.
How to use
- 1
Connect your agent to the Agensi MCP
Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup
- 2
Sign in to Agensi
Your agent shows a sign-in link. Sign in and click Allow.
- 3
Ask for what you need
Your agent loads this skill and uses it on your task. It always asks before buying a skill.
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