Job Progress & Claims

Purpose

The Progress tab on the job detail view lets you capture how much of the job has been delivered and what should roll into the next progress claim. Updates here feed the Financials tab and the progress-claim generator so finance sees the same numbers you do.

What you’ll see

Invoiced to date / Next claim target: Summary banner that compares the current ledger to the draft values you’re about to save.
Reset / Save progress buttons: Reset returns to the last saved values; Save pushes your changes to the server and refreshes the Financials tab.
Adjust all allocations together toggle: Turn it on to use a single slider for the whole job; turn it off to manage each allocation individually.
Percent controls: Each allocation row has a slider and a typed percent box (0.5 % increments). When the global toggle is on, a single slider + percent field appears in the summary and the table labels rows as “Auto-distributed”.
Currency inputs: Beside every slider you’ll find a money field so you can key in the exact dollar amount you want to claim—handy when finance gives you a number instead of a percent.
Allocations table: One row per cost allocation from the quote. Shows baseline value, editable “Target claimed” amount (slider + numeric input), and remaining balance. Rows labelled “Aggregated from quote items” represent combined lines that can’t be split further without a variation.
Validation: Sliders and inputs are clamped between 0 and the baseline amount so you can’t over-claim.

Updating progress

Ensure the job status is In Progress (finalized jobs are read-only).
Decide whether to update everything together:
- Leave the toggle off to use per-row sliders and numeric fields.
- Turn it on to unlock the overall slider; the system distributes the percentage across all allocations.
Review the “Next claim target” total and percentage to confirm it matches what finance expects.
Click Save progress. A toast confirms success and the Financials tab updates immediately.

Use Reset if you change your mind before saving.

When to update

After site visits or stages where supervisors report completion.
Before building a progress invoice so claimed amounts match the form.
When reconciling claimed amounts after close-out.

Troubleshooting

Save button disabled: Nothing has changed yet, or the job is finalized. Make adjustments first or reopen the job from the Jobs list.
Slider jumps back: You’re trying to claim more than the baseline. Adjust the quote (via a variation) if the scope genuinely increased.
Totals don’t match the invoice: Remember that invoices use the saved values. If finance already issued a claim, update the progress tab again before generating the next one.