Create a Progress Evaluation

If you are a project manager (or someone with a similar function), you can perform progress evaluations at various points during the life cycle of a job. This allows you to analyze how the various tasks are progressing and adjust your estimates if needed.

To create a progress evaluation on a job:

1. Under the Jobs menu section, go to Jobs > Progress Evaluation > Progress Evaluation tab.
2. Use the search filter and/or the Search field to select the job on which you want to perform a progress evaluation.
3. Click Reopen Budget, then New Progress Evaluation. iAccess displays the New Progress Evaluation wizard.
4. In the Estimate Date field, click the calendar icon to select a date. You can also type in the date.
5. Click New Progress Evaluation.

   iAccess updates the line fields in the Planning Budget Lines sub-tab. These lines correspond to the tasks/lines of your working budget for the job.

   If the job is using Time as the unit of measure, the Actual field displays the number of hours or days spent on each task as of the estimate date specified. The values of the other fields on each line are also updated accordingly.

   If the job is using Cost Price as the unit of measure, the Actual field displays the amount spent on each task as of the estimate date specified. The values of the other fields on each line are also updated accordingly.

6. If you need to adjust your estimates on a task, click the ETC field on the line and enter a new value. Repeat this step for each task that you need to update.
7. Press ENTER.

   iAccess saves your changes and refreshes the page. The application also updates the other field values on the line/s based on the new value/s you entered on the ETC field.

8. Click Approve Budget to finish working on the progress evaluation.

   Any updates you made in the Progress Evaluation workspace are reflected in the job's working budget.