Module 2 of 12 · Async + Virtual · 1.5 hours
Project Finance 1
Module 2 resources. Start with the video, keep the quick reference open while you work.
Module 2 throughline — A project can be on budget and still be losing money — what matters is the gap between what you spend and what you earn.Module Videos
The recorded walkthrough that teaches the module — watch first.
Available Open →Module Overview
The full illustrated module overview — a continuous, visual read.
Available Open →Quick Reference Guides
The interactive companion — calculators, diagnostics, and checklists to keep open on the job.
Available Open →Additional Materials
Templates, worksheets, and source documents that support the module.
In productionWhat you’ll be able to do
- ✓Define GRACE’s project economic model and cost structures.
- ✓Interpret rate structures and utilization.
- ✓Apply BST financial data to evaluate budget, burn, and percent complete.
Tools & resources
Tools & resources you’ll use
- Basic Economic Model of the Firm
- Target Multipliers / Factors / Ratios
- Multiplier Mapped Rate Schedule
Listed items are the governance and operational tools tied to this section. Items marked “Participant generated” are built during the work.
The Archetype Lens
On a green budget report, two archetypes relax — and one looks closer.
Project Finance is where the Competent Coordinator and the Obsessed Designer quietly lose money, each for a different reason.
Competent Coordinator
Logs and documents instead of intervening — trusts the meeting cadence over the timely call.
Obsessed Designer
Optimizes for the design — treats budget, client ops, and team load as someone else’s problem.
People Pleaser
Leads with relationship — says yes, softens bad news, absorbs cost to dodge the hard conversation.
Accountable Owner
Owns the intersections — reads signals early, stops work, presents options, protects the outcome.
A phase is 60% complete and 55% of the fee is spent — report is green.
Notes it in the register and moves on; nothing looks wrong.
Compares earned value to effort, spots the Margin Gap in week 3, and intervenes while it's $6k, not $30k.
Margin is eroding on a design-rich project.
Treats finance as accounting's job until it threatens design resources.
Reads the finance signal as a project signal and rebalances roles before the gap compounds.
Meet the four archetypes in depth →