Registering the Financial Progress of a Project or Work in CaptuData

The financial progress of a project or work is a key indicator for monitoring and controlling its execution. For this reason, CaptuData allows you to record financial progress, providing a comprehensive view of each project’s performance.

This guide will walk you through how to record a new financial progress entry and how to view the history of previous records made throughout the project’s execution period.

 Steps to register financial progress

1. Access the Works Panel
   From the main menu, go to the Works module.

2. Search for the project or work
   Use the search bar or available filters to locate the project or work you want to update.

3. Click “View details”
   Open the detailed view of the project to access all its related information.

4. Identify the Financial Progress indicator
   In the detailed view, find the card or field labeled Financial progress.

5. 
   

Click on “Financial progress”
A window will appear where you can either register new progress or view the progress history.

 Registering new financial progress

6. In the pop-up window, click “Register progress”.
   A form will appear with the following fields:

   • Financial progress percentage or amount: you can record progress either as a percentage or as a monetary amount.

     💡 This setting can be adjusted in “Edit original contract data.”

   • Effective date: represents the actual date of the progress. The system will display the current date by default, but you can modify it if needed.

   • Planned financial progress (optional): record the planned progress according to the project’s schedule.

7. Once all information is filled in, click “Register Progress” to save your changes.
   

 Viewing the progress history

8. To review previous records, select “View history.”
   In this section, you can view all financial progress entries recorded during the project’s execution period and also register new progress directly from this screen.

Important notes

• The financial progress is expressed as a cumulative percentage or cumulative amount.

• The record date reflects the actual date when the progress was achieved.

• You can create multiple progress records as the project advances.