Create Actions

The Project Progress Integrator supports the processing of the following actions to manage your project progress efficiently:

  • Capture Project Progress: Captures the physical progress of your projects as of a specific date.

  • Publish Project Progress: Publishes the captured progress, allowing you to update planned quantities and generate and/or approve forecasts.

  • Refresh Actual Amounts: Refreshes the actual amounts for your existing project progress records.

  • Revise Progress Date: Revises an existing progress date and updates the actual amounts through a specific period.

To process any of these actions, you will use the designated action columns on your spreadsheet. You can set these action columns to ‘Yes’ either by manually entering the value directly into the sheet or by utilizing the Data Form.

Capture Project Progress

To capture project progress, set the ‘Capture’ column to ‘Yes’ either by manually entering it into the sheet, or by utilizing the Data Form.

You can also enter the ‘Progress as of Date’ and enable ‘Capture Actual Amounts Through Period’ flag when capturing a project progress.

Once you’re ready, click ‘Upload’ to submit the action.

The Capture Status column returns a message of ‘Accepted’ if the project progress is successfully captured.

Publish Project Progress

To publish project progress, set the ‘Publish’ column to ‘Yes’ either by manually entering it into the sheet, or by utilizing the Data Form.

When publishing, you can also utilize the following columns to define your publish parameters:

  • Update Planned Quantity

  • Generate Forecast

  • Financial Plan Type

  • Approve Forecast

Once you’re ready, click ‘Upload’ to submit the action.

The Publish Status column returns a message of ‘Accepted’ if the project progress is successfully published.

Refresh Actual Amounts

To refresh actual amounts, set the ‘Refresh’ column to ‘Yes’ either by manually entering it into the sheet, or by utilizing the Data Form.

Once you’re ready, click ‘Upload’ to submit the action.

The Refresh Status column returns a message of ‘Accepted’ if the actual amounts are successfully refreshed.

Revise Progress Date

To revise a project progress date, set the ‘Revise’ column to ‘Yes’ either by manually entering it into the sheet, or by utilizing the Data Form.

You can also enter the ‘Revised Date’ and enable ‘Revised Actual Amounts Through Period’ flag to process the revision.

Once you’re ready, click ‘Upload’ to submit the action.

The Revise Status column returns a message of ‘Accepted’ if the progress date is successfully revised.