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Click Progress and Payment - SOV Progress, Milestone Progress, or Item Progress on the menu.
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Click Add Progress .
This button is only enabled if you are creating the first progress number or if all existing progress numbers are approved.
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Select the period start date in the From box.
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Select the period end date in the To box.
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Click Save.
The progress number is automatically created and displayed in the Period Progress Number box. The status of the new period progress is Open.
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If you want to get paid in advance for some work, goods, or services, you can enter a value in the Other Adjustments box. If you enter a value in the Other Adjustments box, you will probably need to compensate for it later by entering a negative value. For example, in period 1, you enter 1000 to get an advanced payment. Then, in period 8, if you want to get your account balance, you would enter -1000.
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You can edit the progress of the items on the Details tab as long as the period progress has not been submitted.
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When the period progress is approved, you'll be informed by email and you can create a new period progress.