Planyard makes it easy to create, manage and approve subcontractor progress reports.
The subcontractors can submit their monthly progress online via Planyard.
Without the need to double-check for data entry errors, the project managers can approve or disapprove progress reports with a single click.
Note that progress reports are sometimes also called pay applications, commitments, claims or progress payments.
How to create a progress report in Planyard
To create a progress report template the project manager just needs to create a new contract and enter the contract documents and terms.
Click on Contracts and then click "Add a new contract".
Upload all contract documents, select or enter a new subcontractor and add contract details.
How to send subcontractors progress reporting templates
A) The project manager can send the progress reporting template by opening a contract and then clicking the "Send progress report template".
B) The subcontractors request for progress reports online by filling in your company-specific form.
How can subcontractors submit progress reports?
Once the progress report template is received on e-mail, the subcontractor receives an automatic e-mail, one click on the big blue button.
Submitting progress reports is free of charge for the subcontractors and doesn't require additional login.
By clicking "Submit Your Progress Report", Planyard automatically opens the subcontractor progress report template.
The subcontractor enters the amount of work completed, and can add Change Orders by clicking add "Extra Work".
When the monthly progress information is entered, the the subcontractor clicks "Submit".
How do project managers review and approve Progress Reports on Planyard?
When the subcontractor has submitted a progress report, Planyard sends an automatic e-mail update to the project manager for notifying that a new progress report has been submitted.
When the project manager logs on Planyard, he can see on dashboard the financial value of progress reports that need to be approved.
When you open the project, you see a red indicator on the top menu indicating that a new progress report is waiting for review.
When the project manager opens the progress report, he can check the contracted costs, previous payments, currently submitted and how much is still free in the budget.
How to disapprove progress reports?
If a progress reports needs reviewing by the subcontractor, just add a comment in the comment section and click "Reject commitment".
Once the progress report and change orders are approved click "Progress Report Confirm Message" to send the approval message along with a PDF statement of the approved progress report on Subcontractor e-mail.
Subcontractors can submit the invoice online through the progress report approval message.
The invoice can be approved by the project manager with a single click so the whole progress reporting process requires no manual data entry. And once done the approved costs are sent straight to accounting and the budget is automatically updated.