Update task progress

The cloud-based scheduler keeps track of the progress and dynamically updates the progress statistics on various dashboards and reports throughout the project management console.

Subcontractors

Typically, the contractor scheduler fetches the actual start date and daily progress updates of the field-level tasks from the field as input by the foreman. The contractor scheduler dynamically calculates the parent-level tasks' progresses from the progress percentages of the field-level child tasks. The subcontractor project managers can also manually update the progress of tasks if required. Periodically the SC PM shares the progress of the assigned task items with the GC. See Share task progress for more details.

General Contractors

Items assigned to the Subcontractors - The master schedule receives the task progress updates for the items assigned to subcontractors as and when shared by the subs and notifies the GC PM. The GC PM should accept the progress updates to take effect on their schedule.

Items self-assigned to the GC - The GC can update the progress themselves, as explained here.

Note:  The general contractor cannot update the tasks assigned to subcontractors directly. They can only receive the task progress updates shared by the respective subcontractors.

This article explains how the GC receives task updates from the subs.

The general contractor gets notified once a subcontractor shares their progress. They can accept the message and view the progress on their 'Master Schedule' interface.

To record the progress reported by a sub

• Navigate to your 'Master Schedule' screen. 
  • Click the app launcher icon  in the top-right and select 'Schedule'
  • Click 'Planner' on the top, then select 'Grid' on the left to open the master schedule of the project

A 'Sync' icon appears in the progress column of the items for which the subcontractors have reported their progress.

• Click the icon.

A confirmation appears with the details entered by the subcontractor:

• Click 'Proceed' to add the progress details to your schedule

The progress percentage is added to the 'Progress' column of the item. The progress percentages of the items in the upper levels of the hierarchy are updated appropriately.

General contractors can enter their progress for the tasks assigned to their own company as self-performed work. The process is similar to that for subcontractors, as explained here.