The Project Progress Report enables the tracking of actual progress for project tasks (WBS lines) during a selected reporting period. It is used to monitor performance, manage progress transfers (especially for variations), and support billing processes.
Project Costing → Project Progress → Project Progress Report.
Click Create and select the required Project from the list.
The system automatically fills in the fields using the defined project structure and associated parameters.
How to create
Main Tab
The Main Tab contains key header information relevant to the project progress report. It captures the following details:
- Project- Indicates the project for which the progress is being tracked.
- Company- Refers to the client or project owner.
- Contract- Specifies the contract number and currency under which the work is being executed.
- Responsible- the person accountable for updating and submitting the progress report.
- Period- Defines the timeframe for which the progress is being reported.
- Entity- Specifies the Entity responsible for the physical work on site.
Project Structure tab
The Project Structure Tab outlines the breakdown of tasks in a structured, hierarchical format based on the Work Breakdown Structure (WBS). It includes:
- Code – Displays the hierarchical WBS code assigned to each line item. For example:
a)1 is the main task “Detail Design & Engineering…”
b)1.1 Refer to a specific item line under it (e.g., “Design Fire Fighting Pump”)
- Project Task- Describes each activity or deliverable. Tasks may be general (e.g., "CONSTRUCTION SCOPE") or detailed (e.g., "PIPE SIZE 8").
- Weight- It is set during estimation and distributed proportionally across tasks. It shows how much each task contributes to the overall project progress
- Quantity – Shows work progress in terms of units and is divided into:
Previous – Quantity completed before the current report.
Current Report – Quantity newly completed in this reporting cycle.
Estimated – Total planned or expected quantity for the task.
- Progress (%) – Indicates task completion in percentage and includes:
Previous – Progress achieved before this report.
Current Report – Progress added in the current update.
Cumulative – Total progress so far.
Example: For the "PIPE SIZE 8" task, 30.000% cumulative progress is shown, all of which comes from this report.
Issues Tab
The Issues Tab records any problems or obstacles encountered during the reporting period that may affect project progress. It includes:
- Issue Date: The date the issue was identified.
- Issue: A short title or summary of the problem (e.g., "No materials").
- Content: Additional explanation or context (optional).
- Responsible: The person assigned to resolve or follow up on the issue (e.g., "Siam").
- For Print Form: A Checkbox to indicate whether this issue should appear in the printed version of the progress report.
Print form
This Project Progress Report print form provides a structured summary of the project's physical progress for a specific period. It highlights:
Project and contractor/client details
Breakdown of work items by project structure (WBS)
Units, estimated quantities, and quantities reported in the current period
Percentage of work completed this period and cumulative
Total cumulative progress at the bottom
