Progress menu (onsite projects)
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      How to track subcontractor progress

      In this article

      Labour applications

      Labour applications can be received in various formats, such as handwritten or spreadsheets. Managing incoming labour applications can be one of the biggest reasons costs can escalate beyond budgets and out of control. 

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      What is the tracking subcontractor labour feature and when to use it

      The tracking subcontractor labour feature (also called “Wallbook”) lets you mark and track subcontractor labour directly on your takeoff drawings as you mark completed site progress. It provides full traceability of who completed each task and when, making it ideal for monitoring and tracking subcontractor work and labour applications. The progress also feeds directly into your applications for payment.

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      Takeoff progress

      Accessing the drawing

      1. Open the project and choose Progress from the main blue menu.

      2. On the Progress screen, switch to the Takeoff Progress tab (this will display all drawings that have been added to the project).

      3. The drawing list shows: drawing name, package, linked zones, uploaded date, last modified date and current progress status (colour coded).

        • Red — 0% (no progress)

        • Orange — partial progress

        • Green — 100% (complete)

      The takeoff progress page

      • Click the drawing you want to work on — this opens a view similar to the Takeoff measurement screen, with a Progress tab selected.

      • A. Choose the zone you want to mark progress against from the dropdown.

      • B. Use the filter field to display specific products and hide any products you don’t want to see using the checkboxes next to each product.

      • C. The Fade background slider will fade the background drawing  to make the measure easier to distinguish.
      • D. The 'Info on hover' will display final information when hovering your cursor over a measure.
      • E. If all the progress you’re logging is for the same subcontractor(s), you can set both the subcontractor(s) and the completion date(s) by clicking the edit pencil.
      • F.  The different layers of on the drawing can be toggled off and on by checking or unchecking the various boxes

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      Marking progress and recording labour

      1. To start marking progress, click on the measure you want to mark progress against on the drawing or click on the measure in the left hand menu bar.

      A pop-up will appear, allowing you to mark progress for the measures.

      To do this:

      • Select the component you want to update from the left-hand menu.

      • Use your mouse or finger to fill in the measure by clicking and dragging (or touching and dragging) over it.

      You can mark progress using three measure types depending on how the product was measured originally:

      • Area measures — draw a box around the progressed area to mark it as complete.
        Use when products were measured in m² or areas.

      • Linear measures (Path)— colour in the progressed length on the drawing.
        Use when the product uses linear measures (LM).

      • Count measures (Single items) — tick off individual items as complete.
        Use for count-based products (e.g. doors, housings, items that are counted rather than measured by area or length).

      As you mark progress, the marked area will be coloured green on the measures to show which parts have progress marked against them.

      • Green = Progress marked
      • Red = No progress marked

      The corresponding component bars on the left will update to reflect your changes.

      2.  Menu button - Displays options to move between products and zones.

      3.  Measure select - Displays options to move between measures for the selected product.

      4. Set Subcontractor(s)/date – If not already set from the main takeoff window as shown in point E above, click the edit pencil to choose the subcontractor(s) and the date for the work you’re logging.

      • Select the week ending date for the labour being logged.
      • Click 'Add subcontractor' to select the subcontractor(s) who completed the work.
      • If required, set the % split for the work completed between the subcontractors. The total must equal 100%.

      5. Components - The left-hand menu shows each component of the selected product and its current progress.

      • Click to to select which component to mark progress for. 
      • As you mark areas on the drawing, the component progress bars increase accordingly.
      • Progress is measured per component — if you add progress for one component it won’t automatically change another unless you mark it too.

      6. Drawing options - Drawing menu with various options when marking progress:

        • Forward & back arrows - Move between selected components.
        • Compass icon - Switches to allow you to move around the background drawing (Tablet use).
        • Arrow icon - Switches to allow you to mark progress on the drawing.
        • Free/Ortho (Area measures only) - Switch between free measure marking, or snapping to vertical, horizonal and diagonal lines (Ortho).
        • Plus & Minus buttons - Changes between adding progress or removing it.
        • Left and right arrows - Undo or redo the last change made.
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      Viewing and editing recorded labour progress

      Once you subcontractor and dates have been set, these details will be recorded as your mark progress.

      A. Progress recorded for each subcontractor will be shown within each component. Clicking on a line will reveal additional options.

      • W/e Date – The week ending date for progress recorded.

      • Progress – The total percentage of progress currently recorded for the component.

      • Subcontractor – The name of the subcontractor assigned to the work at the time the progress was recorded.

      • Delete - This will remove the progress record and all associated subcontractor data.
      • Edit - This will open the edit window where the date and subcontractors details can be amended.

      Any progress marked without a subcontractor selected will show as 'N/a' in the subcontractor details.

      B. Clicking on a progress value in the left pane will show an orange outline for the selected item to highlight which area was  recorded as complete by the selected subcontractor.

      To log progress for different areas of the same measure for multiple subcontractors, first complete the progress for the first subcontractor and click Save. Then, click Set Subcontractor(s)/Date (as shown in point 4 above) to change the subcontractor before recording progress for the next area of the measure.

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      Downloading subcontractor progress

      Subcontractor progress data can be exported to Excel.

      • Navigate to the Progress on Takeoff section in the onsite Progress menu, then click the Download button next to the drawing you want to export the subcontractor progress data for.

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