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Reporting progress

Auf dieser Seite
  1. How progress works
  2. Which rows take progress
  3. How to report progress
  4. What progress drives
  5. When the BoQ quantity changes
  6. Progress history
  7. Progress on a subcontractor slice
  8. Common questions
  9. Related
WhereConstruction schedule → table column % Done (Изп. %). URL: /projects/{project}/schedule.
Who canPermission Schedule (График) at Edit (Редакция). With View (Преглед) the column is visible but your entries are refused. Paid plan or trial.
RelatedGantt view and dependencies, Versions, locking and comparing, Publishing to subcontractors (slices), Linking the BoQ: distribution and matching

How progress works

  • Percent, not quantity. You always enter a whole percent from 0 to 100. There is no field for an executed quantity; the executed quantity is calculated as planned quantity × percent.
  • Append-only. Every entry is a new record with its date and reporter. The table shows the latest value; earlier values stay in the journal.
  • Independent of versions. Locking freezes the plan, not the actuals. You can report progress on a Final version without creating a draft.
  • Latest entry wins. If you report on a group task and later on one of its tasks, the later entry counts for that task.

Which rows take progress

RowCan you enter % Done?What happens
Task linked to a bill of quantities (BoQ) positionYesThe value is stored for the task.
Group task (Групирана задача)YesThe same percent is given to every task inside the group.
Merged task (Обединена задача)YesThe same percent is given to each instance below it.
Category (Категория)NoComputed from the rows inside as an equal (unweighted) average of their latest percents.
Milestone (Етапна цел)No—

Category values are recalculated in the background right after each entry, so they may update a moment later than the task you changed.

How to report progress

  1. Open the construction schedule. If % Done (Изп. %) is not visible, click Columns (Колони) and move it out of Hidden.
  2. Click the % Done cell of the task. It becomes an input with the placeholder "0–100".
  3. Type a whole number from 0 to 100.
  4. Press Enter, click the checkmark, or click outside the cell to save. Esc or the cross cancels.
  5. The toast "Progress updated successfully" (Изпълнението беше обновено успешно) confirms the entry. A decimal, an empty value or a number outside 0–100 is refused with "Invalid percentage (0–100)" (Невалиден процент (0–100)).
Figure: Reporting progress in the Gantt table.
Figure: Reporting progress in the Gantt table.
  1. The % Done (Изп. %) cell in edit mode.
  2. The checkmark saves the value; the cross cancels.
  3. The filled part of the bar shows the reported progress.
  4. Executed Value and Remaining Value recalculate from the percent.

What progress drives

Column or elementCalculation
Executed Qty (Изп. количество)Planned Qty × % Done
Executed Value (Изп. стойност)Planned Value × % Done
Remaining Qty (Остатъчно количество)Planned Qty − Executed Qty
Remaining Value (Остатъчна стойност)Planned Value − Executed Value
Bar on the timelineFilled from the left in proportion to % Done (legend Progress, Напредък)
Group task valuesSum of the value columns of the tasks inside it
Category row with computed progress and executed and remaining value columns
Figure: Progress rolled up to a category, with the executed and remaining columns.
  1. A category row: its % Done is computed from the rows inside and cannot be typed.
  2. Task rows with their reported % Done.
  3. Executed Value (Изп. стойност) and Remaining Value (Остатъчна стойност) calculated from the percent.

Rows with distribution Manual, rows without a priced BoQ position and milestones show no quantity or value. Progress in the schedule does not create a payment application; payment applications have their own quantities. See Payment applications.

When the BoQ quantity changes

  • Distribution Full: the percent is rescaled so the executed amount stays the same. Example: 50 % of 15 m³ becomes 25 % after the quantity grows to 30 m³.
  • Distribution Percent or Quantity: the percent is not changed. You see "Some schedule tasks must be redistributed manually after the quantity change." Adjust those rows in the structure editor.
  • Distribution Manual: nothing changes.

See Linking the BoQ: distribution and matching.

Progress history

The table shows only the latest percent of each task; there is no history screen. To see the full journal of a task — every entry with its date, who reported it and the note — ask BORO, for example "When did the slab formwork reach 50 % and who reported it?" BORO can also record progress for you, with an optional note; in the BORO panel the entry goes through an approval card by default. See What BORO can do.

Progress on a subcontractor slice

A subcontractor sees a read-only slice of the main contractor's master schedule, but it can still report % Done on its tasks there, the same way. See Publishing to subcontractors (slices).

Common questions

Can I report an executed quantity instead of a percent?

No. The schedule accepts only a whole percent. The executed quantity is calculated from it. If you know the quantity, divide it by the planned quantity of the row.

Why can't I type progress on a category?

Category progress is computed as the average of the rows inside it. Report on its tasks or group tasks.

Do I need to create a new draft to report progress on a locked schedule?

No. Progress works directly on a Final version and does not create a new version.

Why does the category value update a moment later?

The roll-up runs in the background right after your entry. Wait a moment; the page refreshes by itself.

I typed 45.5 and got "Invalid percentage (0–100)". Why?

Only whole numbers are accepted. Type 45 or 46.

Can I see who reported a value?

Yes, through BORO: ask for the progress history of the task. It lists every entry with date, reporter and note.

Why are Executed Qty and Executed Value empty for a row with progress?

The row has distribution Manual or quantity 0, or its BoQ position has no price, so there is nothing to multiply.