Progress

Progress List

The Overall Progress refers to the cumulative advancement of a project, considering all phases and tasks completed relative to the project's objectives. It involves tracking key milestones, resource utilization, and adherence to timelines. The progress is measured through planned versus actual performance, ensuring alignment with the project scope, quality standards, and predefined goals. Regular assessments and adjustments are made to optimize efficiency and address any challenges.

• Select Progress from menu. Now you would the see the overall progress summary in short.
• There is a daily report section too. Use the dropdown to switch between overall progress and daily report.
• We will discuss regarding Daily Report later.

Tag

• To add a new tag just click on +New Tag button as shown.
• Mention name and click on Add.
• You would see the previously added tags if added already.

• If you want to edit an already existing tag, click on the first button under Action column.
• Now change the tag name if you desire to do so and click on Update.
• The second button under Action column allows you to delete a particular tag entry.

Type

• Click on +New Type to add a new type. Now mention name and click on Add.
• All previously added progress types will be shown in the list.

• If you want to edit an existing type just use the first button under Action column. Now update the type. Just click on Update thereafter.
• You can also delete a particular type entry. Just click on Delete (Second Button under Action column).

Activity

• Click on +New Activity to register a new activity.
• Fill the form fields and click on Add.
• Similarly you can edit/update an activity. Just click on the button under Action coumn as highlighted.
• Change the fields as required and click on Update.

Comment

• Click on Comment button as shown. Fill in the required details. Mentioned proper inputs and click on Save button.
• You can view the report by clicking on the Eye icon as shown. A pdf will be opened. You can download or print the pdf as per your choice.
• To download a report directly, just click the Download button.
• Use the Kebab Menu to edit the report.

• Click on Edit from Kebab Menu to edit the report.
• Change desired data.
• Here you would be able to view previously added attachments. You can simply remove them using the x button.
• Ultimately click on Update.

• There is another option below Edit button, i.e Preview button.
• Use this button to view the image for progress (if present).
• Similary you have an Eye button below Action column as shown. This also is the same.

Audit Report

What is an Audit Report?
Audit Report is a statement of collected and considered facts, so drawn up as to give clear and concise information to persons who are not already in possession of the full facts of subject matter of the report.

• Click on the option under Action (button next to the eye button) to open Audit Report. Just hover on the icon and you would know which is the audit button. It shows the actions (add, update, delete) performed by a user if any.
• Click on Create to add new feed
• You can also select a user/users while creating a feed
• You can also upload a relevant file. Just click on Attach File

Approval

• Click the button under Action column to see the Approval list.
• Just hover on the icon to know which button is for approval.
• On opening you would be able to see the users with their approval status and approval workflow.

Kebab Menu

• Click on the last option under Action to open the Kebab Menu. It shows the operations such as (Report, Delete) for the user to perform.
• Report allows you to download a report locally and using delete you can delete a record directly
• Similary for Daily Report you will have other options such as view, report, email and print.
• Functionality of all of these are same as their names. Click on any of these options to know its working.

Category

• Click on Plus as shown to add a new category.
• You will see all the category list which were already added.
• Add data and click on Add to add a new category.
• You can use the first button under Action to edit that particular category. Modify the name and ultimately click on Update.
• Use the next button to delete that category.

Daily Report

• Coming onto Daily Report. Here you would see the report in brief.
• You can add a daily report by clicking on the button as shown.
• Now you can mention the data as required. You can add a Site Staff, Site Worker, Equipment & Visitors by clicking on the respective buttons as shown.
• You can delete a particular entry for each of these by clicking on the Delete button present for each table.
• Once you are done with everything, just click on Save Report. In some cases you need to scroll down to see this button.

• Similarly you can edit a report. Update fields as required. You can add and remove Site Staff, Site Worker, Equipment & Visitors by clicking on the respective buttons as discussed earlier.
• After all alterations are done, click on Update Report. In some cases you need to scroll down to find this button.

Manpower

• Click on the button as shown to add a manpower. Mention name and select the type of person for manpower.
• Now you can click on Add.
• You would be able to see the manpower list if added already. You can easily edit a particalar entry by clicking the edit button as shown. Click on Update once all changes are done.
• Delete button, i.e. second button under Action column allows you to remove that particular entry.

Equipment

• Click on the button as shown to add an equipment. Mention name and click on Add.
• You would be able to see the equipment list if added already. You can easily edit a particalar entry by clicking the edit button as shown. Click on Update once all changes are done.
• Delete button, i.e. second button under Action column allows you to remove that particular entry.

Column Visibility

• You can control what column you prefer to be seen.
• Just click on the Settings icon as shown in the below image.
• Tick the columns that you want to view and untick the ones you don't desire to view.
• In case you change your mind, you can tick the untick ones and vice-versa.