-
On the Item Progress tab, click New Progress.
-
This button is available when the last submitted progress is approved, and there are no progress items on this tab.
-
A Period Progress Number is auto-populated.
-
-
To edit the details of the Period Progress Number, click on the respective hyperlink to enter the Period Progress Number Details window .
-
In the Period Progress Number Details window, do the following.
-
Click Add Row.
-
Select the Position from the list and click Fill In.
-
You can also edit the either the Period Progress Value, the Period Progress Quantity or the Period Progress % to track the progress of the item.
On entering the value for either Period Progress Value, Period Progress Quantity or Period Progress %, the other two columns are automatically updated.
-
-
Select the respective dates for the Period From and the Period To from the date picker and click Save.
-
Click Submit.
After clicking Submit, you cannot modify the progress of the line items.
-
To allow a contractor to request the re-submission of a progress item before the approval sequence has been started, click Request Resubmit.
As soon as any of the approvers has approved or rejected, the Request Resubmit button becomes unavailable.
-
To delete a period progress number, select a row, and click Delete Row.
A period progress line can be deleted as long as it has not been submitted or approved.
-
To approve an item progress, click Approval Sequence and then click Approve.
-
To clears all approvals and submit indicators after approval, click Reverse Approval.
-
To attach documents to an agreement, click Attachments.