The Project Progress Billing Report combines financial and billing information for projects, showing the movement from estimated values to billed, certified, and invoiced amounts.

Structure

Generate - Runs the report based on the selected filters or parameters.

Find - Search within the report for specific projects, tasks, or items.

Collapse/Expand Groups - Show or hide grouped WBS sections.

Print Button - Opens a print preview or sends the report directly to a printer.

Fit to Screen/Zoom Button - Adjusts the layout to fit the screen or zooms in on specific sections.

Search Button (Magnifying Glass) - Advanced search tool for locating specific records.

Edit Mode Button - Allows modifications or notes to be made directly in the report.

Save Disk - Export the report in formats like Excel or PDF.

Send - Share the report via email or other channels

Report Fields

Project-Name or description of the project.

Project WBS- The detailed breakdown of tasks and BOQ lines within the project.

Estimated- Represents the planned quantities and corresponding contract values for each project. 

  • Quantity- Planned quantity for the project 

  • Amount (Cur)- Total planned estimated contract value for that quantity.

  • Discount (Cur)- Any discount applied to the estimated amount.

Progress Reports- Tracks the actual physical progress of work completed on the project relative to the planned estimate.

  • Quantity- Indicates the actual quantity of work done based on site progress.
  • Progress %-Percentage of actual work completed and reported.

Payment Application (PA)- The official request to get certificate for the work done. It shows the value of the work the contractor is claiming.

  • Quantity- The actual value of work being completed, as checked on-site by contractor

  • Amount (Cur)- Value claimed based on progress. 

  • VAT (Cur)- Tax on the claimed amount.

  • Retention (Cur)- Amount withheld as retention.

  • Retention VAT (Cur)- VAT portion related to retention.

  • Progress %- Percentage of work billed.

Payment Certificate (PC)- Represents the amount of payment approved and certified by the client after reviewing the contractor’s payment application. It confirms how much of the claimed work is officially accepted for payment.

  • Qty-Certified progress quantity.

  • Amount (Cur)-Certified payment value.

  • VAT (Cur)-Tax on the certified amount.

  • Retention (Cur)-Amount withheld as retention.

  • Retention VAT (Cur)-VAT related to the retention.

  • Progress %- Percentage of work certified as payable.

Invoiced- Actual invoice issued based on the Payment Certificate.

  • Qty- Progress-based quantity invoiced.

  • Amount (Cur)- Value invoiced.

  • VAT (Cur)- VAT on invoiced amount.

  • Retention (Cur)- Retention withheld.

  • Retention VAT (Cur)- VAT related to retention.

  • Progress %- Percentage of the total project value that has been invoiced.

Filter

  • Report Date: Limits the report to data till the selected date.

  • Entity: Option to generate the report for a specific entity.

  • Project: Option to generate the report for a specific project.

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