Cost Progress

Use the Enter Cost Progress form to update cost progress for control accounts or work packages using progress entries if you are the assignee for the control accounts or work packages or if you are part of the Progress Admin Group (set on the Progress tab in System Settings). The form provides Control Account Managers (CAMs) with a single entry point to view and submit progress updates to cost data.

Updates are approved using workflow and scheduled alerts, which implement the process by notifying the persons responsible that they need to update progress or approve submitted progress updates. This process is performed before data is updated in the cost system integrated with PM Compass.

You can only enter progress at the lowest level of data for cost. For example, if the lowest level of data for cost progress is a work package, then you can enter progress only at the work package level for a specific control account.

Updating a Cost System Forecast

The manner in which you update a cost system forecast depends on the source system:

After Cost Progress is Approved

After cost progress is approved, there are a number of steps you should perform. See Steps to Run After Cost Progress is Approved for more information.

Enter/Approve Cost Progress Menu Options

The Enter/Approve Cost Progress Navigation menu options under Projects provide an easy way for you to access progress for master projects. Another way you can do this is to select a project from the Projects List View. For more information, see Master Projects.

What do you want to do?

Create Progress entries

Enter and Submit Cost Progress

Enter Progress for a Record that is not Assigned to you

Enter Progress for a record that is not Displayed

Edit Cost Progress Time-phased Data

Find Control Accounts or Work Packages That Are Not Progressing According to Plan

Approve Cost Progress

Reject Progress


Learn more about