1. Open the project in “My Contracts” and select the “Progress Reports” tab:
2. To create a progress report, select “+ Add Progress Report” and enter a description for the report. Click “Save.”
- A report number will automatically be assigned to the progress report:
3. Enter quantities for each item:
- You can enter negative quantities for the appropriate item(s):
Note: You cannot enter a negative quantity that exceeds the item’s original contract quantity.
- You can also record the progress report as quantities or percentages:
- Or add comments and/or photos to each item:
4. To create a Proposed Change Order in the progress report,
- Select the ‘Add/Edit Extras’ tab and click “Add Extras”:
- Enter a name for the proposed change and click “Accept”:
- Enter positive or negative values to adjust item quantities:
The item name will appear with ‘DELETE’ or ‘ADD’ prefixed to it.
Note: negative quantities can exceed the item’s original contract quantity in a proposed change.
- Save any changes
- A proposed change order will be automatically created and can be found under the ‘Change Orders’ tab on the main page. Learn more about change orders here.
5. Review progress report document:
- Select the “Site Progress Report” tab and complete the relevant details:
Your progress report is complete and ready for invoicing. You can still edit the report.
Next Steps:
