How to create a progress report/site progress report document

1. Open the desired contract from Your Company’s Contracts and select the “Progress Reports” tab:

Here you will see a summary of all the progress reports created for the contract.

2. Select “+ Add Progress Report” and enter a description for the report. Click “Save.”

  • A progress report number will automatically be assigned:

3. Enter the quantities completed for the progress report:

  • Click “Save.”

Next Steps:

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