This island is structured as a table with five rows displaying information about the five most recent progress estimates for the planning budget line. The rows are sorted so that the oldest progress history entry is displayed first. The bottom row is the current entry. When a budget is approved, the figures on that row will be moved up in the table as a historic entry.
If you have specified “Hours” in the field “Unit of Measure” in this island, and the current budget line refers to a time activity, the fields in this table display hours. If the value is “Cost Price,” the fields in this table (with the exception of the field “Planned”) display the combined value of time and amount activities in the base currency of the job.
| Field | Description |
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| Date
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This field shows the date for which the progress information for each row was created in the window Job Progress.
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| Planned
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If the value of the field “Unit of Measure” is “Hours,” this field displays the number of hours planned in the detailed planning for the planning budget line, calculated as the number of hours planned for the previous row in the table plus the number of hours planned for the planning budget line between the date of the previous row and the date on this row.
If hours are subsequently inserted into or removed from the detailed planning related to dates before the date specified in the field “Date” above, the content of this field will not be affected.
If the value of the field “Unit of Measure” is “Cost Price,” this field displays the text “n/a,” meaning “Not Applicable.”
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| Actual
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Depending on the value of the field “Unit of Measure,” the default value of this field is the number of hours or the value of the work completed for the combination of job, activity, and task on the current job budget line up to and including the date specified in the field “Date.” The number of hours is calculated as the sum of all registered hours for this planning budget line; the costs are calculated as the sum of all registered entries for this planning budget line.
For historic entries, the value of this field will show one of the following possibilities, depending on whether the field “Show Original Figures” is marked or not:
If the field “Show Original Figures” is marked, this field shows the number of completed hours or the completed costs at the time when the historic entry was created. If registrations are subsequently made on this job for dates prior to the field “Date” of the historic entry, this field will not be updated with the number of hours or the costs imposed by the new registration.
If the field “Show Original Figures” is not marked, the number of completed hours or the completed costs in this field are updated with any hours or costs registered after the creation of the historic entry that would have affected the original numbers if the registrations had been made previously.
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| ETC
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This field shows the number of hours or the expected costs required to complete the planning budget line as of the date specified in the field “Date.” The field thus shows the suggested estimate to completion, but you can change the value if you want to modify the suggested estimate. Note, however, that the sum of this field and the field “Actual” must correspond to the total planned number of hours specified in the field “Total” below.
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| Total
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This field shows the resulting total number of hours or costs estimated for the job. The number is calculated as the sum of the fields “Actual” and “Estimate to Compl.,” and the sum total corresponds to the value of the field “Quantity” (if you are currently displaying Hours) or the field “Total Cost, Base” (if you are currently displaying Cost Price) in the window Job Budgets.
If the planned quantity on a line in the planning budget is written up or down in the window Job Budgets, the value of this field will thus be changed accordingly.
The value of this field may change depending on whether the field “Show Original Figures” is marked or not. See the description of the field “Actual” above.
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| Baseline
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This field shows the number of hours or the costs of the baseline budget line. The field corresponds to the field “Total” above, but displays the total budgeted quantity on the baseline budget instead of the planning budget, and the field cannot be changed in this window. For more information about the baseline budget, please see the introduction to the window Job Progress.
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| Baseln. Dev.
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This field shows the current deviation of the planning budget line from the baseline budget, that is, the difference between the value in the field “Total” and the field “Baseline.”
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| Dev.
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This field shows the deviation of the field “Total” compared to the same field of the previous row. If no previous row exists, this field will have the value “0.” In other words, this field shows the difference between the current and the previous progress evaluation with respect to the total number of hours or costs as planned on the planning budget line.
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| Acc. Dev.
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This field shows the accumulated deviation, which is the sum of the “Dev.” fields of all the previous rows related to the planning budget line, including the current one. The value of this field corresponds to the current deviation compared to the first progress history entry for the planning budget line. If no previous row exists, this field will have the value “0.”
If baseline comparison is selected for the job, this field will show the accumulated deviation since the latest change of the baseline budget, not the current planning budget line. Hence, a change in the baseline budget will affect the accumulated deviation, since the deviation is calculated on the basis of the baseline budget.
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| CP %
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This field shows the completion percentage of the planning budget line. The value is calculated as the value of the field “Actual” divided by the value of the field “Total,” expressed as a percentage value.
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| Remarks
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This field may show a remark associated with the progress entry, if any. If this row is the last in the table, that is, the row which has not yet been finalized, you can assign a remark to the current task progress entry.
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| Unit of Measure
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In this pop-up field, you can choose how you want to present the figures shown in this table and in the table part of the window. You can choose between two values:
Hours — If you select this value, progress information is presented as a number of hours. This information relates to time activities only, and the value is automatically selected when a time activity is displayed. You cannot select this option for amount activities.
Cost Price — If you select this value, progress information is presented as amounts, in the base currency of the job. This information relates to all costs, that is, both time and amount activities, and the value is automatically selected when an amount activity is displayed.
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| Show Original Figures
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If this field is marked, this island and the table part of the window will show the original figures for historic entries. If you do not mark the field, the window will display updated figures for a historic entry. The updated figures include any registrations or estimates made on the planning budget line after the creation of the historic entry that would have affected the original numbers, if these were subsequently made on the planning budget line for dates prior to the date of the historic entry in question. See also the description of the field “Actual” above.
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