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The feature is included within the Project Scheduling and Project Progress modules.To
How to use the functionality
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Project Schedule → right-click BOQ line → Create To-Do Item.
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Author and Timestamps: Logs who created the task and when.
Once all details are filled, post the document.
Once all task details are filled in, post the To-Do item by clicking “Save” or “Save and Close.”
Suspend: Temporarily pauses the task.
Enter Progress: Opens a dialog to record or update the task’s completion percentage.
Tasks: Opens related tasks or subtasks linked to this To-Do item.
How to record the progress
1. Record Progress in To-Do Item
Open My Project To-Do List from Project Costing, click Enter Progress, input the current progress (e.g., 15%), and save. The update is recorded with a timestamp in the progress history.
2. Update Project Progress from To-Do Items
Open the Project Progress Report, select the period and project, and click "Update Progress by To-Do Items". The system retrieves the latest progress from the To-Do list and applies it to the BOQ line. User can also manually adjust the percentage (e.g., from 50% to 70%).
If progress is recorded this way, it appears in the To-Do history as "Recorded by Project Progress Document."
