Enter Cost Progress

Use the Enter Cost Progress form to update progress entries for your cost data. You can enter progress for your cost data only at the lowest level of data, which is either the control account or work package level.

For more information, see Progress Overview.

You can enter cost progress only if the Source System to Update option was set to Cost on the Progress tab of the Projects form.

Before you can enter progress updates, you must configure progress.

When you are viewing the Enter Cost Progress form, it displays records for which you can enter progress or that are not yet complete. The progress records are filtered to display only those records that you have access to in your role as either Assignee or Approver. These records can be in the previous, current, or next period, depending on the options selected in the Control Account Search dialog box.

For more information on control accounts see Control Account and Work Package Source Fields.

To enter cost progress, complete the following steps:

1. On the Navigation menu, click Projects » Projects.

2. On the Projects form, select a project.

3. On the Projects Form toolbar, click Enter Progress.

   The Enter Cost Progress form will not display if the Allow Editing a Forecast option on the Progress tab of the Projects form is selected and the validation checks fail. See Enter Cost Progress form for more information if this occurs.

4. Update the progress entries assigned to you in the Cost Progress grid of the Enter Cost Progress form. Updated progress entries are displayed in the grid on yellow background with a Workflow Status of Active. For a description of what each color on the grid represents, see Color Codes for Update Progress Workflows.

5. Do one of the following:

   • Save without submitting updates — You may decide to save your progress updates and complete the task at another time. To save updated progress entries without submitting them, click Save on the Enter Cost Progress Form toolbar. The progress entries remain pending until you submit them.

   • Submit progress updates:

   1. Click Select All on the Select drop-down on the cost progress grid toolbar to select all of the progress entries.

   2. Click Submit on the Enter Cost Progress Form toolbar to submit the updated progress entries to the approver. Submitted progress entries have a Workflow Status of In Approval.

   Important: When you enter progress, you have to submit progress for all entries in your list regardless of whether or not you enter progress for every record. This shows the approver that you have completed your progress for this period and they can log in and approve everything. For example, you have a list of four records and you enter progress for the first two. The other two are scheduled to start next week. Even though you don't enter any progress for those two records, you still have to select and submit them for approval. If you only submit the first two, the two that start next week will display as pending progress entries.

   Tip: The easiest way to make sure you submit everything is to click Select All from the Select drop-down before you click Submit.

What do you want to do?

Configure progress

Enter progress for a progress entry that is not displayed

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

View record history

View explanation of variance for a control account or work package

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

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