Create a new progress item - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Web Help (10.2)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.2
  1. On the Item Progress tab, click New Progress.

    • This button is available when the last submitted progress is approved, and there are no progress items on this tab.

    • A Period Progress Number is auto-populated.

  2. To edit the details of the Period Progress Number, click on the respective hyperlink to enter the Period Progress Number Details window .

  3. In the Period Progress Number Details window, do the following.

    1. Click Add Row.

    2. Select the Position from the list and click Fill In.

    3. You can also edit the either the Period Progress Value, the Period Progress Quantity or the Period Progress % to track the progress of the item.

      On entering the value for either Period Progress Value, Period Progress Quantity or Period Progress %, the other two columns are automatically updated.

  4. Select the respective dates for the Period From and the Period To from the date picker and click Save.

  5. Click Submit.

    After clicking Submit, you cannot modify the progress of the line items.

  6. To allow a contractor to request the re-submission of a progress item before the approval sequence has been started, click Request Resubmit.

    As soon as any of the approvers has approved or rejected, the Request Resubmit button becomes unavailable.

  7. To delete a period progress number, select a row, and click Delete Row.

    A period progress line can be deleted as long as it has not been submitted or approved.

  8. To approve an item progress, click Approval Sequence and then click Approve.

  9. To clears all approvals and submit indicators after approval, click Reverse Approval.

  10. To attach documents to an agreement, click Attachments.