{"id":14714,"date":"2016-03-09T11:14:40","date_gmt":"2016-03-09T16:14:40","guid":{"rendered":"https:\/\/www.collabox.com\/2021\/06\/04\/progress-report\/"},"modified":"2023-08-21T17:45:49","modified_gmt":"2023-08-21T17:45:49","slug":"progress-report","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2016\/03\/09\/progress-report\/","title":{"rendered":"Progress report"},"content":{"rendered":"\n

Do you know the progress report? <\/span><\/p>\n\n

It allows you to see at a glance which of your projects are doing well and which ones are on cost overrun. Save time by directly visualizing the progress of the project, the amount sold to the client and the total fees of your employees. <\/span><\/p>\n\n

The report is practical and accessible, it only takes a few clicks and you’re done. Your projects are often in several phases as is the case in architecture or construction. We’ve thought of everything! The progress report becomes a valuable tool since it allows you to follow up by phase!<\/span><\/p>\n\n

Configuration of the rate per employee<\/h3>\n\n

The progress report is soon at your fingertips, you must first check if an hourly rate has been assigned to your employees and meet certain conditions. Here’s how to do it. If you have already done so, continue reading below.<\/span><\/span><\/p>\n[toggle title=”Configuring the hourly rate per employee”]\n

To do this, go to the configuration menu located at the top of the page.<\/span><\/p>\n

Then you have to go and look for the “employees” section in the left sidebar.<\/span><\/p>\n

You will then have a list of all the employees in your company. By clicking on a name, you will display the employee’s file. To consult its hourly rate, click on the “Hourly rate” tab.<\/span><\/p>\n

This page shows you the hourly cost and selling rate for this employee. If no hourly rate is displayed, you must add it by clicking on “Add an hourly selling rate”. The amount of the selling fee is necessary in the calculation of the progress report. Without it, the report will not display. It is also possible to modify an hourly rate for an employee in the project page to indicate a special hourly rate only for this project.<\/span><\/p>\n

[\/toggle]<\/span><\/p>\n\n

View the progress report<\/h3>\n\n

Now that your employees have an assigned hourly rate, you are ready for the progress report. The instructions below tell you which sections to complete to display your progress report.<\/span><\/span><\/p>\n[toggle title=”What to fill in to display a progress report?”]\n

Before you can view your progress reports, your projects must contain certain information.<\/span><\/p>\n

    \n
  1. The amount sold:<\/strong> This is the amount you sold to your client for the entire project.<\/span><\/li>\n
  2. Fees:<\/strong> Your employees should make timesheet entries AND record that they are working on the project. Otherwise, their time will not be counted on the project and the progress report will not be up to date. The hourly cost rate must be configured (see above).<\/span><\/li>\n
  3. Progress status:<\/strong> When you are in the project file, you must indicate the level of progress of the latter in percentage.<\/span><\/li>\n<\/ol>\n

    [\/toggle]<\/span><\/p>\n\n

    Once the projects are completed with the necessary information, the next step is to display the report itself. You will see, it only takes five mouse clicks. <\/span><\/p>\n\n

    <\/span><\/p>\n[toggle title=”How do I view the progress report?”]\n

    To display the progress report, you must first click on the “Reports” icon located in the top bar.<\/span><\/p>\n

    Once in the reports menu, you can find the “Progress report” option in the left navigation bar.<\/span><\/p>\n

    You can then choose the time period you want for the report to be displayed. Collabox will present you with the information of all the projects fulfilling the necessary conditions for the display report. It is also possible to choose the detail of a particular project by indicating it in the drop-down menu.<\/span><\/p>\n\n

    The progress report by phase<\/span><\/h3>\n\n

    This type of report allows you to see the progress of a project and the costs incurred in fees versus the amount sold to the client. It also offers you the detail by phase of the project. Thus, it is possible to see which phases are in cost overrun. <\/span><\/p>\n\n

    For example: the salaries of employees who worked on plans and specifications and on contract administration and site supervision which may be the cause of the cost overrun on a project.<\/span><\/p>\n\n

    \n\n

    Watch several videos on our Youtube channel<\/a> and visit our Tips and Tricks section in the Blog<\/a> to continue your Collabox configuration!<\/p>\n\n

    If you have any questions, please contact us and we will be happy to answer you.<\/p>\n\n

    info@collabox.com (418) 907-9274<\/p>\n","protected":false},"excerpt":{"rendered":"

    Do you know the progress report? It allows you to see at a glance which of your projects are doing well and which ones are on cost overrun. Save time…<\/p>\n","protected":false},"author":1,"featured_media":27259,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[247,194,248],"tags":[],"class_list":{"0":"post-14714","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-progression-en","8":"category-reports","9":"category-timesheet-report"},"yoast_head":"\nProgress report - Collabox ERP management software<\/title>\n<meta name=\"description\" content=\"The progress report shows you the progress of your projects and allows you to avoid cost overruns.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/doc.collabox.com\/en\/2016\/03\/09\/progress-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Progress report\" \/>\n<meta property=\"og:description\" content=\"The progress report shows you the progress of your projects and allows you to avoid cost overruns.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/doc.collabox.com\/en\/2016\/03\/09\/progress-report\/\" \/>\n<meta property=\"og:site_name\" content=\"Collabox\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/collbx\" \/>\n<meta property=\"article:published_time\" content=\"2016-03-09T16:14:40+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-21T17:45:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2018\/03\/SW_Rapports_projets.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2716\" \/>\n\t<meta property=\"og:image:height\" content=\"1954\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"ad2816ed_admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ad2816ed_admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2016\/03\/09\/progress-report\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2016\/03\/09\/progress-report\/\"},\"author\":{\"name\":\"ad2816ed_admin\",\"@id\":\"https:\/\/doc.collabox.com\/en\/#\/schema\/person\/f5c41eec8a13ff07c99a6059ded74439\"},\"headline\":\"Progress report\",\"datePublished\":\"2016-03-09T16:14:40+00:00\",\"dateModified\":\"2023-08-21T17:45:49+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2016\/03\/09\/progress-report\/\"},\"wordCount\":698,\"publisher\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2016\/03\/09\/progress-report\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2018\/03\/SW_Rapports_projets.png\",\"articleSection\":[\"Progression\",\"Reports\",\"Timesheet report\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2016\/03\/09\/progress-report\/\",\"url\":\"https:\/\/doc.collabox.com\/en\/2016\/03\/09\/progress-report\/\",\"name\":\"Progress report - 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