Progress Worksheets

Form ID: (PM303000)

Note:

This form is available only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

On this form, you can create and edit progress worksheets to capture the quantity of units that have been used on the project site on the particular date, and to track overall project progress by financial periods.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Approve	Changes the status of the progress worksheet from Pending Approval to Open. The system may also (based on the settings of the approval map) display the Enter Reason dialog box, in which you enter a comment explaining your decision to approve the progress worksheet. The reason that you enter will be inserted in the Reason column of the row for the approval on the Approvals tab of the current form. This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form, an approval map for progress worksheets has been configured on the Approval Maps (EP205015) form, this map is selected in the Progress Worksheet Approval Map box on the Approval tab of the Projects Preferences (PM101000) form, and the progress worksheet has the Pending Approval status. For more information, see Approval Configuration: Approval Maps.
Correct	Assigns the progress worksheet the On Hold status, which makes it available for editing. This command is available if the progress worksheet has the Closed status.
Hold	Changes the status of the record to On Hold. You click this command when you want to make changes to the record or pause its processing. This command is available if the progress worksheet has the Open, Pending Approval, or Rejected status.
Print Project Progress Report	Opens the Project Progress Report (PM657000) report, for which the project and date of the project worksheet were used as the report parameters. The generated report shows the current progress for the project up to the date of the current progress worksheet.
Reassign	Opens the Reassign Approval dialog box, in which you can specify a new approver to reassign the selected record to this approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form. This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features form, an approval map for progress worksheets has been configured on the Approval Maps form, this map is selected in the Progress Worksheet Approval Map box on the Approval tab of the Projects Preferences form, and the progress worksheet has the Pending Approval status. For more information, see Approval Configuration: Approval Maps.
Reject	Changes the status of the progress worksheet from Pending Approval to Rejected. When you click this button or command, the Enter Reason dialog box opens if on the Rule Actions tab of the Approval Maps (EP205015) form for the applicable map, Is Optional or Is Required is selected in the Reason for Rejection box. In the dialog box, you can (if Is Optional is selected) or must (if Is Required is selected) enter the reason the document is being rejected. This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form, an approval map for progress worksheets has been configured on the Approval Maps (EP205015) form, this map is selected in the Progress Worksheet Approval Map box on the Approval tab of the Projects Preferences (PM101000) form, and the progress worksheet has the Pending Approval status. For more information, see Approval Configuration: Approval Maps.
Release	Releases the progress worksheet. This command is available if the progress worksheet has the Open status.
Remove Hold	Changes the status of the progress worksheet to Open or Pending Approval if an approval map is selected for progress worksheets on the Projects Preferences (PM101000) form. This command is available if the progress worksheet has the On Hold status.
Reverse	Initiates the creation of a new progress worksheet with lines that reverse the impact of the currently selected progress worksheet. This command is available if the progress worksheet has the Closed status.

Reassign Approval Dialog Box

In this dialog box, you can specify the new approver to whom you want to reassign the selected record or records. The dialog box opens when you click Reassign.


Element	Description
New Approver	The name of the employee to whom you want to reassign the selected record or records.
Ignore Approver's Delegations	A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegation set up for the current business date. If the check box is cleared and if the new approver is not available and has a delegation set up for the current date, the system will reassign the selected records to the delegate if the delegate is available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until it assigns an approver that has no active delegations set up for the current date or it detects a loop in the chain of delegations (in which case you will have to specify a different approver).
This dialog box has the following buttons.
Reassign	Closes the dialog box and reassigns the selected record or records to the specified new approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.
Cancel	Closes the dialog box and cancels the reassignment of the selected record or records to a new approver.

Summary Area

In this area, you can enter the basic settings of a new progress worksheet, or select an existing progress worksheet to view or modify its settings.


Element	Description
Worksheet Nbr.	The reference number of the progress worksheet. The system automatically assigns the reference number by using the numbering sequence specified on the Projects Preferences (PM101000) form.
Status	The current status of the progress worksheet. The status can be one of the following: On Hold: The user can edit or delete the progress worksheet but cannot release it. Pending Approval: The progress worksheet has been taken off hold (that is, this status was assigned when Remove Hold was clicked on the form toolbar). On the Approvals (EP503010) form, this progress worksheet is visible to the employee who has been assigned to approve the progress worksheet. This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and a progress worksheet approval map has been configured and then specified in the Progress Worksheet Approval Map box on the Approval tab of the Projects Preferences form. Rejected: The employee who was assigned to approve the progress worksheet has rejected it. The progress worksheet can be assigned the On Hold status for further editing. This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features form and a progress worksheet approval map has been configured and then specified in the Progress Worksheet Approval Map box on the Approval tab of the Projects Preferences form. Open: If approvals are configured for progress worksheets, the employee who was assigned to approve the progress worksheet has approved it. If approvals are not configured for progress worksheets, the system assigns this status to the progress worksheet immediately after a user has taken the progress worksheet off hold by clicking Remove Hold on the form toolbar. The user can release the progress worksheet or assign it the On Hold status if additional edits are needed. Closed: The progress worksheet has been released and cannot be edited.
Project	The project associated with the progress worksheet. If the progress worksheet has at least one line on the Details tab, you cannot change the project for the progress worksheet.
Date	The date on which the completed quantities should be recorded.
Description	The description of the progress worksheet.
Project Manager	The username of the employee who is responsible for managing the project associated with the progress worksheet. The system copies the project manager from the Projects (PM301000) form (if one has been specified) when you select the applicable project.
Created By	Read-only. The username of the user who created the progress worksheet.
Last Modified By	Read-only. The username of the last user who modified the progress worksheet.
Daily Field Report	The reference number of the daily field report to which the current progress worksheet is linked. This box is shown only if the Construction Project Management feature is enabled on the Enable/Disable Featuresform.

Details Tab

You use this tab to add cost budget lines and capture the quantity of units that have been used on the project site.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Load Template	Loads the cost budget lines of the corresponding project that have Template specified in the Productivity Tracking column to the table on this tab.
Select Budget Lines	Opens the Select Budget Lines dialog box, which shows the list of cost budget lines of the corresponding project that you can add to the progress worksheet. These are the lines with Template or On Demand specified in the Productivity Tracking column on the Cost Budget tab of the Projects (PM301000) form).

Table 2. Select Budget Lines Dialog BoxThis dialog box, which the system opens when you click Select Budget Lines on the table toolbar, shows the list of cost budget lines that have *Template* or *On Demand* specified in the Productivity Tracking column on the Cost Budget tab of the Projects form. In this dialog box, you can select specific cost budget lines or all the lines and add them to the progress worksheet.
The table toolbar in the dialog box includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
The dialog box has a Selection area consisting of the following elements. You can use any of these elements to narrow the range of cost budget lines listed.
Project Task	The project task whose cost budget lines will be listed in the table.
Account Group	The account group for which cost budget lines will be listed in the table.
Inventory ID	The identifier of the inventory item whose cost budget lines will be listed in the table.
Cost Code From	The cost code that starts the range of cost codes whose cost budget lines will be included in the table.
Cost Code To	The cost code that ends the range of cost codes whose cost budget lines will be included in the table.
The dialog box also has a table with the following columns.
Included	An unlabeled check box that you select to add this cost budget line to the Details tab if you then click Add or Add & Close.
Project Task	The project task associated with the cost budget line of the project.
Inventory ID	The identifier of the stock or non-stock item associated with the cost budget line of the project, or the empty item code if no item is associated with the line.
Cost Code	The cost code associated with the cost budget line of the project. The column is shown if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
Account Group	The expense account group associated with the cost budget line of the project.
Description	The description of the cost budget line.
Revised Budgeted Quantity	The budgeted quantity for the cost budget line, which is the same as the Revised Budgeted Quantity specified for this cost budget line on the Cost Budget tab of the Projects form.
The dialog box has the following buttons.
Add	Adds the selected cost budget lines to the progress worksheet. The dialog box remains open.
Add & Close	Adds the selected cost budget lines to the progress worksheet and closes the dialog box.
Cancel	Cancels your selections and closes the dialog box.

Table 3. Table Columns
Column	Description
Project Task	The project task of the currently selected project.
Inventory ID	The identifier of the stock or non-stock item associated with the cost budget line of the project. The column is shown if Task and Item or Task, Item, and Cost Code is selected as the Cost Budget Level of the project on the Summary tab of the Projects form.
Cost Code	The cost code associated with the cost budget line of the project. The column is shown if the Cost Codes feature is enabled on the Enable/Disable Features form.
Account Group	The expense account group associated with the cost budget line of the project.
Description	The description of the cost budget line that is associated with the project, project task, account group, and cost code or inventory item.
UOM	The unit of measure of the cost budget line.
Previously Completed Quantity	The total quantity of the released progress worksheets that were created before the current one and that are associated with the same project, project task, account group, and cost code or inventory item. The quantity is calculated as the sum of the Completed Quantity values of the lines of the progress worksheets that were released earlier than or on the date specified in the current progress worksheet and that are associated with the same project, project task, account group, and cost code or inventory item.
Completed Quantity	The quantity of units that have been used since the previous progress worksheet date.
Prior Period Quantity	The quantity of the previous financial period. This quantity is calculated as the sum of the Completed Quantity values of the lines of the released progress worksheets with dates within the previous financial period that are associated with the same project, project task, account group, and cost code or inventory item.
Current Period Quantity	The quantity of the current financial period. This quantity is calculated as the sum of the Completed Quantity values of the lines of the released progress worksheets with dates within the current financial period that are associated with the same project, project task, account group, and cost code or inventory item.
Total Completed Quantity	The total quantity in the lines of the released progress worksheets that were created before the current one and that are associated with the same project, project task, account group, and cost code or inventory item.
Completed (%), Total	The total completion percentage for the cost budget line which is calculated as the Total Completed Quantity divided by the Total Budgeted Quantity.
Total Budgeted Quantity	The total budgeted quantity for the cost budget line, which is the same as the Revised Budgeted Quantity specified on the Cost Budget tab of the Projects form.

Approvals Tab

This tab displays information about the approval history of the progress worksheet. If approval is configured, the progress worksheet is automatically assigned for approval when taken off hold. Authorized users can approve or reject the progress worksheet on the current form by using the Approve or Reject command, respectively, on the More menu. They can also mass-process progress worksheets that are pending approval by using the Approvals (EP503010) form.

Note:

This tab is available on the form only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and an approval map is specified in the Progress Worksheet Approval Map box on the Approval tab of the Projects Preferences (PJ101000) form. If no map is specified in this box, progress worksheets do not require approval.

If the record is rejected, a reason is specified during the rejection process, and then the record is returned for editing, that rejection will be saved on the tab, and all other rejections and approvals will be removed.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Assignee ID	The identifier of the employee who is assigned to approve the document.
Assigned To	The name of the employee who is assigned to approve the document.
Workgroup	The workgroup of the employee assigned to approve the document.
Approved By (ID)	The identifier of the employee who actually approved the document.
Approved By	The name of the employee who actually approved the document.
Approval Date	The date of the approval.
Status	The status of the document, which can be Pending Approval, Approved, or Rejected, depending on the approval action performed.
Reason	The reason the document has been approved or rejected (if applicable).