The Project Progress Report enables the tracking of actual progress for WBS tasks (based on BOQ lines) during a selected reporting period. It is used to monitor performance, manage progress and support billing processes.

How to create

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. 

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 project work in a structured, hierarchical format based on the Work Breakdown Structure (WBS). It includes not only tasks, but also major phases, deliverables, and measurable item lines.

Code - Displays the hierarchical WBS code assigned to each line item. For example-

• 1 is the main task “Detail Design & Engineering…”

• 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 progress each task contributes to the parent level.

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, 5.000% 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.
• Content- Details, explanation or context.
• Responsible- The person assigned to resolve or follow up on the issue.
• For Print Form- A Checkbox to indicate whether this issue should appear in the printed version of the progress report.

Print form

This print form provides a structured summary of the project's physical progress for a specific period. It includes:

• Project, contractor, and client details.

• Breakdown of work items according to the project structure (WBS).

• Units, estimated quantities, and quantities reported in the current period.

• Percentage of work completed in this period and cumulative to date.

• Total cumulative progress is displayed at the bottom.

• Issues table – populated from the Issues tab in the system when the For Print checkbox is enabled

• Remarks - populated from the Comments section in the Main tab.

• Site Photos - displayed when picture attachments are added to the document.