Progress reports

What progress reports are for

On site, foremen and technical supervisors record what was built day by day or week by week. The office later turns that into the official payment application (Отчет) to the client. Progress reports (Работни карти) are that first step inside BuildColab: the site files the quantities, the office checks and accepts them, and the accepted quantities are then reused instead of being retyped.

• Internal to your company. The other party of the contract (the client) never sees your progress reports: not in its Reports panel, not in the Report Register, not in exports or notifications.
• No money. A progress report shows quantities only. There is no total, no price column subtotal and no effect on the contract, the payment applications, the financial dashboard or costs.
• Checked by the office. A progress report counts only after a person with Reports at Full access accepts it.
• Reused twice. Accepted progress reports can be pulled into a new payment application with New report from progress reports… (Нов отчет от работни карти…), and the construction schedule can show its progress from them.

Progress report and payment application compared

Statuses

The Progress reports page

Open the project and click Progress reports (Работни карти) in the project sidebar. The entry appears in the execution phase, right after Report Register, and is locked without the Progress reports permission. The page lists every progress report of the project. Everyone with View sees all of them, whoever is their assignee.

When there are none yet, the page says "No progress reports yet." (Все още няма работни карти.)

How to create a progress report

1. Open the project and click Progress reports (Работни карти) in the project sidebar.
2. Click New progress report (Нова работна карта).
3. If your company can file on exactly one contract, the draft is created at once and opens. If there are several, the dialog New progress report opens: choose the contract in Contract (Договор, placeholder "Choose a contract" / „Изберете договор“) and click New progress report.
4. The draft lists the contract's positions with the contracted quantity. Every quantity for the period is 0.

Progress reports can be filed only on a signed contract where your company is the contractor, on your company's main BoQ. If there is none, you see "There is no signed contract to file a progress report on." (Няма подписан договор, по който да подадете работна карта.) Each click creates a new, separate draft.

If the folders of your main BoQ have responsibles (Отговорник на папка) and you are not a Full-access user, the draft contains only the positions of the folders you are responsible for, and you become its assignee. If you are responsible for no folder, creating fails with "You are not responsible for any folders in this BoQ." (Нямате папки, за които сте отговорник в тази КСС.) The rules are in the section "Folder responsibles and progress reports" below.

How to fill in a progress report

The progress report page works like the draft page of a payment application, without the money.

1. Click a This period (За периода) cell and type the quantity done since the last progress report. Edits save automatically.
2. To fill quantities from a measurement sheet, use Import from Excel (Импортирай от Excel); it works as described in Creating and submitting.
3. Add remarks in the remark column where the office needs an explanation.

The header shows the title Progress report #{n}, the status pill and the Assignee (Отговорник). There is no Total, no money subtotals, no rounds, no export, no Pull from contractor reports and no positions outside the contract. While the progress report is a draft, its assignee can be changed; when your main BoQ uses folder responsibles, only a person with Reports at Full access can change it.

How to submit a progress report

1. Check the quantities on the draft.
2. Click Submit (Подай).

The button stays disabled until at least one quantity is above 0. After submitting, the status becomes Submitted (Подадена) and the quantities are locked. The progress report goes to your own office, not to the client. A submitted progress report cannot be withdrawn; if it is wrong, ask the office to return it.

How to accept or return a progress report (office)

Only a person with Reports (Отчети) at Full access (Пълен достъп) sees these buttons, on a submitted progress report.

1. On the Progress reports page, filter by status Submitted and click Preview (Прегледай) on the progress report.
2. Check the quantities and remarks.
3. To accept, click Accept (Приеми) and confirm "Accept this progress report? Accepted progress reports can be used for the next report." The status becomes Accepted (Приета).
4. To send it back, click Return (Върни). The dialog says "The progress report goes back to its author. Say what needs to be fixed." Type the reason in "What needs to be fixed?" (the comment is required) and click Return. The status becomes Returned (Върната).

How to correct a returned progress report

1. Open the returned progress report. The office's comment is shown as Reason for return (Причина за връщане).
2. Click New draft (Нова чернова). A new draft opens with the returned progress report's quantities and remarks.
3. Correct it and click Submit (Подай) again.

New draft is shown to people with Progress reports at Edit who may edit that progress report: when folder responsibles are in use, its assignee or a Full-access user.

Folder responsibles and progress reports

When at least one folder of your company's main BoQ has a responsible (Отговорник на папка), the same rules apply to progress reports as to payment applications:

The folders a progress report was created for are listed on its page under Folders (Папки). Before any folder has a responsible, nothing is restricted: anyone with Progress reports at Edit files for the whole contract and edits any progress report. How folder responsibles are set is explained in Creating and submitting.

Using accepted progress reports

In a payment application

In the contract's Reports (Отчети) panel, open the menu next to Create report (Създай отчет) and choose New report from progress reports… (Нов отчет от работни карти…). The dialog lists every accepted progress report; the quantities of the ones you tick are added up per position into the new payment application's This period. One progress report can be used in more than one payment application. A progress report that was already used says where, for example "Used in reports #2, #5" („Използвана в отчети №2, №5“). One already in an approved payment application is flagged as a warning, for example "Already in approved report #2" („Вече е в одобрен отчет №2“). If you tick such a progress report and click Create report (Създай отчет), the dialog Progress reports in an approved report (Работни карти в одобрен отчет) first says "Some progress reports have already been used in an approved report. Their quantities will be counted again." and lists the affected ones; click Continue (Продължи) to create the report, or Back (Назад) to change your selection. A payment application built from progress reports shows N progress reports (for example 3 progress reports / 3 работни карти) on its card in the Reports panel and in the title row of its page; click it to see the list (Progress report #1, …) and open any of them. The steps are in Creating and submitting.

In the construction schedule

On the Construction schedule page, the progress source select next to Critical path offers Progress reports (Работни карти: the sum of accepted progress reports) and Latest pay app + progress reports (Последен отчет + работни карти: the latest approved payment application plus the accepted progress reports submitted after it). These two sources are offered only to the contractor company. See Reporting progress.

Common questions

Related

• Creating and submitting
• How a payment application works
• Reporting progress
• Permission reference