In this guide, you will find a step-by-step process for subcontractors to submit their progress reports in Planyard.
Submitting a progress report
Participating in Planyard’s progress reporting process is designed to be straightforward and efficient. By using Planyard, you benefit from a streamlined system that ensures accurate tracking of your progress and timely payments. This guide will help you submit your progress report seamlessly and ensure that all necessary information is accurately recorded.
- Receiving the Progress Report Template: Once the progress report template has been sent to you, you will receive an email from Planyard. Follow the steps below to complete and submit your progress report.
- Access the Progress Report Portal: In the email, click the button that reads “Submit your progress report.” This will navigate you to the progress report portal where you can fill out the required information.
- Understanding the Progress Report Template: The progress report template contains the following columns:
- Line-item: Visualizes all the cost codes and line-items included in the contract.
- Contracted cost: Shows the contracted cost for all line-items.
- Previously committed: Summarizes the total value of previous progress reports for all line-items.
- Current $: Enter the value of the current progress report for each line-item.
- Current #: Enter the volume of progress for specific line-items. For example, if the line-item is related to flooring, enter the number of square meters completed.
- Current %: Enter the percentage of completion for each line-item for the current time period.
- Committed total: Shows the total commitment of the subcontract, based on the current and previous progress reports.
- Progress report remaining: Displays the remaining contract amount, calculated as the total contract cost minus the sum of current and previous progress reports.
- Note: If you add information in one of the columns D (Current $), E (Current #), or F (Current %), the remaining two columns will automatically populate based on the provided information.
- Filling Out the Template: Enter the required information in the respective columns. Ensure that you provide accurate and complete data for each line-item.
- Adding the Time Period: In the top right corner of the template, add the time period for the progress report. If you forget to add the time period before clicking ‘Submit progress report,’ a window will pop up prompting you to add the time period.
- Submitting the Progress Report: Once you have filled out the template and added the time period, click the ‘Submit progress report’ button. All the information will automatically be uploaded to Planyard.
- Approval Notification: After submission, you will receive a notification informing you whether your progress report has been approved or rejected. If rejected, you may need to contact the project manager or relevant contact person to understand the necessary corrections or additional information required.