Record the Financial Progress of a Project
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
Access the Works Panel
From the main menu, go to the Works module.Search for the project or work
Use the search bar or available filters to locate the project or work you want to update.Click “View details”
Open the detailed view of the project to access all its related information.Identify the Financial Progress indicator
In the detailed view, find the card or field labeled Financial progress.
Click on “Financial progress”
A window will appear where you can either register new progress or view the progress history.
Registering new financial progress
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.
Once all information is filled in, click “Register Progress” to save your changes.
Viewing the progress history
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 notesThe 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.
Related Articles
Record the Physical Progress of a Project
Registering the Physical Progress of a Project or Work in CaptuData The physical progress of a project or work is a key indicator for monitoring and controlling its progress. In CaptuData, you can easily record both physical and financial progress ...How to Assign project to Users?
In CaptuData, you can assign project to users in two different ways: During user creation → When setting up a new user profile, you can directly assign specific projects to them. From the works screen → By editing existing jobs and assigning them to ...Project Orders Panel Overview
Project Orders Panel Overview The purpose of project orders is to allow facilitator and administrator users to assign fieldwork to inspectors, so they can perform a site visit on a specific project and date. When a project order is created: The ...Edit Project Details
How to Edit the Details of a Project or Work Site The system allows you to update the information of a project or work site whenever necessary. 🔹 Steps to Edit Details Open the Projects Panel Go to the Projects/Works panel. Search for the Project ...How to create a new project?
How to Create a New Project in CaptuData The Configuration Panel allows you to create a new Job within one of the existing programs. 🔹 Steps to create a new Project Log in to CaptuData Web. Go to the Configuration Panel. Select the “Woks” option. ...