Getting Started with Progressus

Here are some topics to help with setting up Progressus:

Progressus Setups

For help with installing the Progressus Extension, Users, User Setups or Permission Sets, see:

Progressus Setups

Ribbon Options

Topics include options available on the top ribbon menu of the Progressus Role Center.

Progressus Ribbon options

Role Center

Role Center Tiles > Activities

Timesheet Entry & Approval

Create Timesheet Periods

Enter Timesheets

How to enter overtime in Regular or Modern Timesheets

Time Journal

Items & Expenses Setups

Resource Setups

Project and Task Permissions for Timesheets

Setting up Alternates for Timesheet Delegation

Expense Sheets Entry & Approval

Setup Expense Reporting

Create an Expense Sheet

Expense Journal

Items & Expenses Setup

Setting up Work Types

Project Expense Types

How to enter an expense sheet for another user

How to enter invoice comments on an Expense Sheet

How to enter attachments to an Expense Sheet

How to reopen an Expense Sheet

How to set up a resource as a vendor so they can be reimbursed for expenses

How to approve or reject an expense sheet

How to set up Email Notifications of Approved or Rejected Expense Sheets

How to add credit card fees to an expense sheet

How to post an expense sheet

Enter expenses into the Expense Journal

Expense Sheet Report

Resources

Resource planning

Configure Resource Setup

Set Up a Resource

Resource Groups and Sub Groups

Set Capacity for a Resource

Set up Resource Costs

Set up Resource Prices

Resource Cost and Price Hierarchies

Work Assignments

Budget Work Assignment Journal

Projects

Project Management

Configuring Project Setup pages

How to create Projects

Training Video - Create Projects and Tasks

Difference between a Project Card and the Project Plan

How to create Tasks for a Project

Manage Project Budgets

Invoicing Projects

Sales Retention Invoicing

Subscription Billing

Subscription Billing with Revenue Recognition

Subscription Periods

Subscription Order Types

Deferral Templates

Adjust Prices on Subscription Orders

Subscription Description Templates

Work with Subscription Orders

Project Usage

Record Usage for Projects

Order/Invoice - Create Usage

Understanding WIP Methods

Key WIP Terminology

Monitor Project Progress and Performance with WIP

Customer Split Billing

Allocations

Project Allocations Overview and Setups

Contracts

Contracts Management

Creating and Configuring New Contracts

Contract Card

Invoice Setup Template Setup for Projects and Contracts

Creating a Contract Task Template

Contracts - Change Order List

Contracts - Budget Approvals

Subcontracts

Subcontractor Management

Setting up Project Codes

Designate a vendor as a subcontractor

Create and configure Subcontract Card

Create Subcontract Purchase Invoices

Create Change Orders

Approve Change Orders

Make payments to Subcontractors

Approve Subcontract Payment Requests

Setting up Subcontract Retention

Inventory Management

Location/Bin Tracking

Item Lot/Serial Number Tracking

Project Budget Reservations

Sales Order/Sales Invoice - Create Usage

Inventory Costs

Progressus Multi-Company

MEM and Progressus Multi-Company Integration Documentation

Progressus APIs

APIs Available in Progressus

Progressus DevOps/Jira Integration

DevOps-Progressus Integration Project

Setup pages

Setting Up Progressus

Project Setups

Project Setup

Project Posting Groups

Work Types

Cost Types

Project Codes

Billing Cycles

Tax Posting Setup

Project Categories

Project Attributes

Items & Expenses Setups

Items & Expenses Setup

Item Prices Setup

Project Expenses

Expense Prices

Project Expense Posting Setup

Expense Payment Types

Credit Card Setup

Time Entry in Outlook

Outlook add-in for Progressus

Journal Batches Setups

Project Journal Batches Setup

Budget Journal

Forecast Journal

Time Journals

Expense Journals

Template Setups

Project Task Templates

Create Invoice Setup Templates

Contracts Task Templates

Sales Price Templates

Journal Templates

Project Budget Journal Templates

Time/Expense Journal Templates

Forecast Journal Templates

Project Template

Sales Price Update Templates

Resource Journal Templates

Budget Setups

Budget Versions

G/L Budget Integration Setup

Pipeline

Resource Setups

Configure Resources Setup

Set Up Resources

Norm Time Setup

Norm Time Exceptions

Norm Working Hours

Timesheet Configuration List

Qualifications Types

Project Resource Posting Setup

Invoice Specifications Setup

Processing pages

Billing Processing

Suggested Billing

Create Project Invoices

Invoice Suggestion List

Hour Bank Post G/L

Percent Complete Billing

Scheduled Billings

Milestone Processing

Time & Expense Processing

Create Timesheet Periods

Update Capacity

Move Capacity

Email Unsubmitted Timesheets

Email Unsubmitted Expense Sheets

Email for Project and Task Alerts

Budget Processing

Update G/L Budget

Project - Budget Approvals

WIP Processing

Understanding WIP Methods in Progressus

Monitor Project Progress and Performance with WIP in Progressus

Sales Price Updates Processing

Sales Price Maintenance Journal

Update Prices from Template Journal

Transaction Maintenance Journal

Reports

Resource Reports

Project Reports