Follow the steps below for instructions on the most basic way
of entering progress on a phase/cost type on a job. Organizations generally enter progress
monthly, or weekly with timesheets.
Tip: You can print out JC Progress Worksheet reports
and distribute them to employees so that they can record the progress and return
them with their timesheets. The JC Progress Worksheet report is in the Reports
folder in the JC module.
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Select JC Progress Entry
on the Programs folder. This will open the Batch Selection form.
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Click the Create a new
batch box, enter the current month in the Batch
Month field, and then click OK. Click here for more information on the Batch
Selection form.
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Enter the date of the
progress in the
Actual Date
field. This date should occur during the month selected in the
Batch Month
field back on the Batch Selection form. You can also leave this
field blank More
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Enter the job/project
that you want to enter progress on using the Job
field. You can leave this field blank if you want to enter progress on more than
one job in the same batch. More
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The JC Progress Filter
form will open. This form allows you to select which phases and cost types will
populate in the grid so that you can enter progress on them.
-
Select the phases and
costs types you would like to include and then click the Set
Filter button. This will close the JC Progress Filter form and
populate the JC Progress Entry form.
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Enter progress into the
Newly Completed
column.
Tip: You can also enter values in the
Total Completed
or
Total Percent
columns and the system will automatically calculate the
Newly Completed
column.
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Once you have entered
the progress, select to post the entries. This will open the JC Batch Process form.
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Click the Validate
button and then preview or print any audit reports.
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Click the Post button to post the progress batch and complete.
