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JC Progress Entry

The JC Progress Entry form is used to record the units completed on a job, either weekly or monthly. By accurately recording progress, businesses can job tracking and billing are aligned with the actual work completed.

Before you start​

  • The job and its phases are set up in the system.
  • Have the necessary permissions to access and edit the JC Progress Entry form.

Steps​

  1. Open theJC Progress Entryform.
  2. Specify the date of the progress entry.
  3. Enter the job number, which will default all the phases on that job.
  4. Go through each phase and enter the newly completed units.
  5. Once all entries are updated, proceed to post the batch by selecting 'File Process Batch'.
  6. Validate the batch so all entries are correct.
  7. Preview the batch reports to review the entries.
  8. Post the batch to finalize the progress entry.

Notes​

  • All entries are accurate before posting the batch, as incorrect entries can affect job tracking and billing.
  • Once posted, changes to the progress entry may require additional steps to correct.