View Projects List and Progress Percentage

This screen displays all Construction projects, with options to search and filter them, and track the progress percentage of each project based on the actual executed quantity compared with the contracted quantity.

Before you start, make sure of the following:

• This screen requires either the “View All Projects” or “View His Own (Created) Projects” permission.
• Activate the Construction app by navigating to Settings from the main menu and selecting Apps Manager.

Steps

• From the main menu, click Construction.

• Select Projects. The Construction Projects list screen appears.

  In the Search & Filters section, search for the required project using the following criteria:

  • Search by project title or code.
    • Auto-complete suggestions are provided. If the Branches app is activated, the search is limited to projects created in the current branch.
  • Status (multiple selection): New, Draft, In Progress, On Hold, Canceled, Completed, and any custom statuses added from the project settings.
  • Client: Search by name, code, e-mail, or mobile number. Only active clients are displayed.
  • Deadline Status: All Projects, Overdue Projects, or Active Projects (default: All).
  • End Date: A date range.

Construction Projects List

Each project row in the list displays the following data:

• Project title and code.
• Client (name, code, and photo; a placeholder showing the first letter of the client’s name appears if no photo is available).
• Related Bid (title and code, if any).
• End Date (due date).
  • Its color changes to red if the remaining days are less than the configured Notification Threshold under Notifications & Alerts in Construction Settings, whether the Near-Due Calculation Method is set to Percentage or Fixed Time.
• Progress, displayed as a progress bar.
• Status: Statuses are classified into two groups: Open (Draft, New, In Progress, On Hold) and Closed (Completed, Canceled).

You can sort the list by clicking the sort button at the top left of the list based on End Date, Client, Title, Project No., or Duration.

The following actions are available for each project: View, Edit, Delete, or Clone, by clicking the Actions icon next to the required project.

How the Progress Bar Works

• The Progress bar appears on both the Projects list and project view screens, and remains at zero if the project does not yet have any Payment Certificates.
• The percentage is calculated using the following equation: (Total executed Work Item quantities ÷ Total contracted Work Item quantities) × 100.
• Executed quantities are calculated from the total New quantities in all Payment Certificates with the status Approved or Invoiced only.
• If the actual executed quantities exceed the contracted quantities, the Progress percentage exceeds 100%.