Field Definitions: JC Progress Entry Form
The following is a list of field descriptions for the JC Progress Entry form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
Actual Date
Enter the date for posting progress.
We recommend that the date be in the batch month. Posting to dates outside the batch month may cause discrepancies between progress and projections, since projections work strictly off the batch month, and Current Complete (in Progress Entry) includes any prior posting through the batch month and date entered.
For example, if you enter progress in Batch Month 06/XX, but Date 07/01/XX, and then go into Cost Projections for Batch Month 06/XX. Because projections look at only the batch month, the projections batch will include the posting for 07/01/XX. However, if you then open a progress batch in Batch Month 06/XX, Date 06/30/XX, Current Complete will not include the 07/01/XX posting.
You can also leave this field blank
Leave this field blank if you are entering progress on more than one actual date in the same batch.
When importing progress
When importing progress from a 3rd party application (for example Heavy Job or Bid2Win) and you have imported progress on multiple actual dates, you can use this field to filter the progress that displays in the lower portion of the form by actual date. For example select a date in this field and only progress with that actual date will display in the lower portion of the form.
JC Progress Entry
Job
Use this field to enter the job that you want to post progress to or press F4 to select a job from a list.
If you enter a soft- or hard-closed job and posting to closed jobs is not allowed, a message displays and you will not be able to enter progress.
The Allow Posting to Soft-Closed Jobs and Allow Posting to Hard-Closed Jobs boxes on the Info tab of JC Company Parameters determine if you can post progress to soft or hard-closed jobs.
Selecting a job will disable the Job field in the lower portion of the form
When a job in selected in this field, the Job field in the lower portion of the form is disabled.
You can leave this field blank
Leave this field blank if you are entering progress on more than one job in the same batch.
When importing progress
When importing progress from a 3rd party application (for example Heavy Job or Bid2Win) and you have imported progress on multiple jobs, you can use this field to filter the progress that displays in the lower portion of the form. For example select a job in this field and only progress on that job will display in the lower portion of the form.
JC Progress Entry
Sequence
If you initialized phases to the grid (via JC Progress Filter), this field displays the sequence number assigned to each phase/cost type for the job.
If you are manually entering phases/cost types, enter N, New, or + to add a new sequence. The system will automatically assign the next available sequential number.
JC Progress Entry
Actual Date
Use this field to enter the date of the progress. This allows you to have records with the same phase and cost type but different actual dates, for example if you import records from 3rd party applications like Heavy Job or Bid2Win.
We recommend that the date entered in this field be in the batch month. Posting to dates outside the batch month may cause discrepancies between progress and projections since projections work strictly off the batch month, and Current Complete (in Progress Entry) includes any prior posting through the batch month and date entered.
For example, if you enter progress in Batch Month 06/XX, but Date 07/01/XX, and then go into Cost Projections for Batch Month 06/XX. Because projections look at only the batch month, the projections batch will include the posting for 07/01/XX. However, if you then open a progress batch in Batch Month 06/XX, Date 06/30/XX, Current Complete will not include the 07/01/XX posting.
JC Progress Entry
Job
Enter the job that you want to enter progress on or press F4 to select it from a list.
If you enter a soft- or hard-closed job and posting to closed jobs is not allowed, a message displays and you will not be able to enter progress.
The Allow Posting to Soft-Closed Jobs and Allow Posting to Hard-Closed Jobs boxes on the Info tab of JC Company Parameters determine if you can post progress to soft or hard-closed jobs.
JC Progress Entry
Phase
Enter the phase that you want to enter progress on or press F4 to select it from a list. If you filtered the phases and cost types that display in the grid using the JC Progress Filter form, this field will already contain a selected phase.
Quickly move through the phase/cost types
You can use CTRL+N and CTRL+L to cycle through phases/cost types not already in the batch. CTRL+N will move you to the next phase/cost type, Ctrl+L will move you to the previous phase/cost type. To cycle through phases/cost types already in the batch, use the Page Up/Page Down keys.
JC Progress Entry
Cost Type
If you initialized cost types to the grid (via JC Progress Filter), displays all cost types specified for display. Otherwise, defaults as null.
Enter the cost type to which you want progress posted for this phase or accept the defaulted cost type. For new sequences, you can use CTRL+N and CTRL+L to cycle through cost types for the specified phase that are not already in the batch. CTRL+N will move you to the next cost type, CTRL+L will move you to the previous cost type.
JC Progress Entry
Field Ticket
The Field Ticket field on the JC Progress Entry form, Info tab.
For more information about field tickets, see JC Field Ticket Form.
Newly Completed
Enter the new progress on the phase/cost type. The system will automatically calculate the Total Completed and Total Percent fields based on your entry.
You can also enter a value in the Total Complete or Total Percent fields and the system will calculate the newly completed units.
JC Progress Entry
Total Completed
Enter the total number of units completed for this phase/cost type. This should be the total of current completed and newly completed units. If you specified newly completed units in the previous field, the total completed is calculated automatically. Changes to this calculation will change the Newly Completed units and Total Percent.
JC Progress Entry
Total Percent
Defaults a value based on Current Estimated and Total Completed.
Enter the new total percent complete (enter 15% as 15.00) or accept the system calculation. If overriding the calculated amount, the New Completed and Total Completed units will be recalculated.
Percent complete generally represents the percentage of estimated units that have been done. However, if you have plugged a different projected units figure in the Cost Projections program, that figure is used instead, and is identified by an asterisk (*) next to the projected number.
JC Progress Entry
PR Co
Only complete this field if you want to enter a Payroll crew in the PR Crew field. Enter the Payroll company for the crew or press F4 to select it from a list. Click here for information on the PR Crews field.
This field only displays on the form when the Post Crews with progress entry box on the Info tab of JC Company Parameters is checked .
JC Progress Entry
Crew
After you select a Payroll company in the PR Co field, enter the crew that applies to the progress or press F4 to select the crew from a list.
PR crews are created and maintained using the PR Crews form. You can open this form from this field by pressing F5. Click here for more information about PR Crews.
JC Progress Entry
