Features for progress reporting
Get notified when progress reports require review
When a progress report (sometimes also called commitment, claim or pay application) has been submitted by subcontractor, you’ll receive a notification email.
There are also indications throughout Planyard - you can see progress reports waiting for approval under the project dashboard and under Progress Reports.
Quickly review and approve progress reports
Planyard automatically compares progress reports to estimated costs, previous progress reports, and the contract. All this information is displayed on the same screen.
There’s a warning if an expense exceeds the contract, progress report or set goal.
The only thing you have to do is check whether what was reported corresponds to the actual work done by the subcontractor.
Double check progress reports with stakeholders
Send progress reports for an additional round of approval to site engineers, management, or accounting if needed. Add an unlimited number of users to Planyard for free.
You will know exactly who has approved the progress report and who is still on hold.
If the approval didn’t go well, the subcontractor receives an email with a link to re-submit the report together with a note of explanation.
If all went well, the subcontractor will receive an email with a link to upload an invoice.
Approve invoices and keep budget automatically updated
One click to open the subcontractor invoice and compare it with the original progress report in the same view.
The whole progress reporting process from submitting the report to approving the corresponding invoices takes just a couple of clicks.
Without filling in or double-checking a single cell, the budget, contract, change orders, and progress reports are automatically updated.
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