Enter Cost Progress Form

The Enter Cost Progress form displays the work packages assigned to you for the selected project. Use the Cost Progress grid to enter cost progress. You can save the updates you enter in the grid for future use, or you can submit them for approval.

Use the Enter Cost Progress form to perform the following tasks:

Validations Performed Before the Enter Cost Progress Form Displays

If the Allow Editing a Forecast option on the Progress tab of the Projects form is selected, validations are performed, and a message is displayed if an issue is encountered.

Managing and Viewing Progress Entries

The Enter Cost Progress Navigation menu option under Projects provides an easy way for you to access progress for the last project, or for all projects within a master project. Alternatively, you can access the Project List view, select your project and click Enter Progress from the menu.

For more information, see Master Projects.

If the last project you selected in the Search dialog box uses the schedule for progress, or the project has progress disabled, the form will display No Project selected - Click Search to select a Project at the top. To enter progress for a different  project, use the Search dialog box.

By default, this form displays the progress entries that require your action. If the form is blank, it means there are either no assignments for you, or the process to create progress entries has not run. Use the Search dialog box to select the work packages you want to progress. In addition, you can run the Pending Progress report and select all pending progress to check if the progress entries are being created but not assigned properly.

For more information on delegating assignments in the Progress Entries view, see Delegating Assignments and Progress.

If the Enter Cost Progress form is blank, see Automatically Create Progress Entries and Progress Overview.

Enter Cost Progress Form Toolbar

The Enter Cost Progress Form toolbar includes options for searching, printing, and submitting a progress entry.

You can print progress reports by clicking Print on the toolbar. Progress reports, including the Pending Progress report, are very helpful for determining why there are no default work packages on this form.

For more information, see Pending Progress Report Overview.

Enter Cost Progress Form Tabs

The Enter Cost Progress form contains the following tabs:

The grid and the tabs are also available in the Cost Analysis view, but the fields and options are displayed in read-only mode. The imported progress columns are only displayed on the Enter Cost Progress form.  

To enter progress at the resource assignment level, use the Progress Resources tab.

Enter Cost Progress Form Grid

This grid displays the work packages for the selected project in a non-hierarchical view. If you select a work package in the grid, the tabs at the bottom of the Enter Cost Progress form displays information about the selected work package.

Use this grid to enter progress updates for the work packages assigned to you. You can then save the updated progress for future edits, or you can submit them for approval.

Cost Progress Grid Toolbar

Use the Select Columns in the grid to choose the control accounts or work packages that you want to submit for approval, then click this button to submit the updates you made to your cost data. Once progress is submitted, you cannot edit it without recalling it.

Field

Description

Select Columns

Click this button to display the Select Columns dialog box where you can select the columns that you want to add to the grid.

If you remove any of the required fields, PM Compass automatically adds them back when you next view the form.

Select

Use this button to select all work packages in the grid or to unmark the previously selected work packages. You should submit all progress, not just entries that have changed. Unsubmitted progress is displayed in the pending progress report, which is used to determine if all progress has been submitted.

Cost Progress Grid Columns

These are the default columns for the Cost Progress grid of the Enter Cost Progress form. You can add more columns by using the Select Columns dialog box.

Field

Description

"Delta" column

This column is denoted by the delta () symbol. It is empty if no changes have been made to the field values of the selected work package. If changes have been made, this column displays a hyperlinked, underlined asterisk (). Clicking this symbol displays the Progress Changes dialog box, which displays the prior period, old (what is in the live project), and the newly entered values of all the fields that you updated for the selected work package.

Select

This column contains a checkbox for each work package. Select the checkbox of the work packages that you want to submit for approval. After you click the Submit button to submit your progress entries, the row is disabled for each work package that you submitted. If necessary, you can select a work package and recall progress that has already been submitted for approval.

Tip: Click the Refresh button to remove rows that you have already submitted. This is useful if you have a long list of records and only want to see those that you must still submit.

Workflow Status

This column displays the progress status of the work package.

PM Compass uses color codes to indicate the progress entered is ahead or behind schedule.

For a description of the colors, see Color Codes for Update Progress Workflows.

  • <blank>: The progress entry has not yet been created. Work packages that do not have a progress entry can be added to the form by selecting All in the Show field of the Search dialog box.

  • New: The progress entry has been created but not edited.

  • Active: The progress entry has been edited and saved but not submitted.

  • In Approval: The progress entry has been submitted but not yet approved.

  • Approved: The progress entry has been approved.

  • Rejected: The progress entry has been rejected.

WBS/OBS/WP

These columns display the control account and work package fields in Cobra.

Their labels depend on the names defined on the Fields tab of the Project Properties dialog box in Cobra.

Description

This column displays a description of each work package.

Actual Start

Use this column to update the Actual Start date for the work package.

For more information about this column, see Actual Start/Finish. This date cannot be greater than the Period End Date displayed in the top of the view. You can edit the Period End Date on the Progress tab of the Projects form.

Actual Finish

Use this column to update the Actual Finish date for the work package.

For more information about this column, see Actual Start/Finish. This date cannot be greater than the Period End Date displayed in the top of the view. You can edit the Period End Date on the Progress tab of the Projects form.

Percent Complete

Use this column to enter the Percent Complete value of the work package. You can only update the value in this column if the earned value technique (EVT) for the work package is % Complete.

Forecast Start

Use this column to update the Forecast Start date for the work package.

For more information about this column, see Forecast Start/Finish.

Forecast Finish

Use this column to update the Forecast Finish date for the work package.

For more information about this column, see Forecast Start/Finish.

You can modify the date in this column if there is no date specified in the Actual Finish column for the work package.

Comment

This column displays a link to the comment that you entered in the Comments dialog box when you submitted a progress entry in your role as Assignee. Click the Comment link to view the comment.

You cannot modify the comments in this column.

Baseline Start

This is the Baseline Start date for the work package as specified in the cost system. You cannot modify this date.

Baseline Finish

This is the Baseline Finish date for the work package as specified in the cost system. You cannot modify this date.

Note

This column contains a link to the note on the Notes tab of the Enter Cost Progress form.

You cannot permanently remove the default columns. If you remove them, they will be displayed again the next time you access the form.

Imported Progress Entries Columns

If progress is imported through the API, additional columns are available at the beginning of the Cost Progress grid on the Enter Cost Progress form.

When cost data is successfully imported, cost progress entries are created. If duplicate cost records are encountered during import, the data from the last duplicate record will be loaded into PM Compass.

The imported progress entries are displayed like all other progress entries, regardless of their source, with the appropriate highlighting for updated data. The Select checkbox is always selected for the imported progress entry. Newly imported progress entries have an Active status. When you submit them, the status changes to In Approval.

To learn more about importing progress through the API, see Import Progress API.

Field

Description

Source

This column displays the source of the API process, indicating that the progress entry was created through the Import Progress API. If this column is blank, it means the progress entry was created manually on the Progress form or through the automatic progress creation process.

In the API, Source refers to sourceSystemId, located in the header level.

Import Date

This column displays the date and time the import progress is completed.

Imported By

This column displays the first and last names of the user who performed the import progress.

QBD

This column displays the value associated with an import progress entry. This value links a progress entry record back to its source record.

In the API, QBD refers to systemReferenceId on the cost record object.

Justification

If you edit an imported progress entry, you must enter a justification. This column displays the first 100 characters of the justification notes you entered when changing data for an imported progress entry. The notes are displayed as a hyperlink. Click the hyperlink to display the Justification dialog box, where you can view the full notes entered for the imported progress entry or update the existing notes.

The Justification dialog box displays when you save, submit, or navigate away from the current progress entry row after you change imported progress. You can edit justification notes for an imported progress entry until the progress entry is submitted for approval.

Limiting the Records

The Progress and Analysis Record Limit on the General tab of the System Settings form allows you to set the maximum number of records returned on this form. This improves performance when you have thousands of records in a database.

For more information, see General Tab of the System Settings Form and Set the Maximum Number of Records Returned for the View.

What do you want to do?

Create progress entries

Enter progress for a progress entry that is not displayed

Find control accounts or work packages that are not progressing according to plan

View changes made to a progress record

View explanation of variance for a control account or work package

View time phased resource data for a control account or work package

Set system-level settings for progress

Import progress entries

Process the imported progress entries

Fix import cost progress errors

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