Update and Share Task Progress

The cloud-based scheduler continuously tracks project progress and updates progress statistics in real time across various dashboards and reports within the project management console.

Typically:

• The scheduler automatically fetches actual start dates and daily progress updates from the mobile app, based on inputs entered by the responsible foreman.
• The progress of parent-level tasks in the contractor schedule is dynamically calculated from the aggregated progress of their child tasks.
• Subcontractor Project Managers (SC PMs) can manually update progress as needed—for example, if a foreman missed an update or entered incorrect data.

Once satisfied with the accuracy of the task progress, the SC PM can report progress to the General Contractor (GC) for review and approval.

This section explains how the SC PM can manually update and report progress.

Learn More:

• Manually Update progress for a task
• Update Progress from Gantt View
• Report the progress of an assigned item to the GC

Update Progress for a Task

You can manually update progress only for the last tier items of the branches in the WBS tree structure. The progress of the parent tasks is auto-calculated from those of the children at successive levels progressively.

• Navigate to your schedule interface
• Click on the 'Progress' column of the task item for which you want to update the progress.

• Progress - Use the slider to correct/enter the current progress percentage of the task. You can also use the text field under the slider to enter the progress percantage.
• Actual Start Date - Typically, the actual start date is auto-fetched from the field task updates, bytaking the first instance of the progress updaye. You can edit the date if required.
• Actual End Date - The real completion date on reaching 100% progress of the task. This is auto-populated.
• Days to Finish - Enter the estimated duration required to complete the task.
• Planned Quantity - Applies only to the tasks, activities or deliverables, to which a production quantity is specified. The field shows the production quantity expected from the task.
• Actual Quantity Update - Applies only to tasks specified with planned production quantity. Enter the actual work done/deliverables achieved at the time of the progress update. The system validates whether the realized quantity is proportional to the planned quantity and progress percentage. If not, the dialog shows a warning message to alert the project manager.  

•  Click 'Update'

The progress details of the task are updated in the schedule table.

• Repeat the process for all tasks and subtasks that fall under an item, so the overall progress of the parent items is auto-populated. 
• Subcontractors can share the completion percentage of the task at the highest level, that is, the tasks assigned by the general contractor, with the GC.   

Update Progress from Gantt View

You can also manually update progress for the last tier items of the branches in the WBS tree structure from the 'Gantt' view or 'Grid and Gantt' view.

• Navigate to your schedule interface and open the schedule in 'Gantt view' or 'Grid and Gantt view'

• Locate the task item for which you want to update the progress.

• Hover over the end of the existing progress bar until the double-headed arrow cursor appears.

• Click, hold, and drag the arrow to extend the progress bar as needed; the progress percentage will be displayed at the end of the bar.

• Release the mouse button once the desired progress percentage is set.

Note- Any progress updates made in the Gantt View are automatically reflected in the Grid View.Task progress can only be increased, not decreased, in any of the schedule views once it has been updated.

Share the progress with the GC

• Right-click on the item assigned by the GC to notify its progress
• Choose 'Share Progress' from the options

A confirmation appears:

• Click 'Proceed' to share your progress with your GC

General contractors can enter their progress for the tasks assigned to their company. The process is similar to that for subcontractors, as explained above.