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The Progress by To-Do Items mode helps track and update project progress based on individual tasks (To-Do Items) created in the Project Schedule. This helps:

Track individual task progress.
Update overall project progress by accumulating detailed To-Do task updates.
Provide clear accountability per team member.
Enable automated calculation of Work Breakdown Structure (WBS) line progress based on completed To-Do items.

Administration → Contracting → Use business processes and tasks

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The feature is included within the Project Scheduling and Project Progress modules.

How to use the functionality

Project Schedule → right-click BOQ line → Create To-Do Item.

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Or create directly from the My To-Do List screen of Project scheduling.

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In the To-Do List, fill in the following fields:

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Duty: Defines the task name.

Assign to: Specifies the responsible user.

Due Date: Sets the task deadline.

Project / Project Task: Links the task to its relevant project and subtask.

Weight: Indicates task importance in progress calculation.

Priority: Defines the urgency level.

Control Buttons: Includes options to start, save, close, or update progress.

Enter Progress: Records progress against the task.

Assign Revision: Delegates responsibility for updates.

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.”

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Suspend: Temporarily pauses the task.
Enter Progress: Opens a dialog box 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.

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FirstBit ERP Contracting User Guide > 3.3.3.1.1.Progress by ToDo items > image2025-7-21_22-50-52.png

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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."

FirstBit ERP Contracting User Guide > 3.3.3.1.1.Progress by ToDo items > image2025-7-21_22-30-19.png

Note:

If several To-Do items are linked to one BOQ line, their progress is combined and recalculated automatically.
If a BOQ line was canceled through a variation, its To-Do items will still show, but no new progress can be added.
Progress is tied to the reporting period; only updates within the selected period will be shown.