---
title: "Managing the Progress Tab in Ontraccr"
url: "https://help.ontraccr.com/en/article/managing-the-progress-tab-in-ontraccr"
language: "en"
last_updated: "2025-06-06T23:35:51.970Z"
---

# Managing the Progress Tab in Ontraccr

## 📈 **Managing the Progress Tab in Ontraccr (Real-Time Cost Tracking and Billing Insights) Overview**  
 

The **Progress tab** gives you **real-time insights** into your project’s actual costs versus your original budget.

It's your **live dashboard** to track labor, materials, overhead, equipment, and subcontractor expenses — making job costing and forecasting easier than ever.

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## 🎯 **Why Use the Progress Tab?**

-   See **live costs** flowing in from timesheets, invoices, and forms.
-   Compare **estimated vs. actual** spend on every cost code.
-   **Upload invoices** and allocate costs instantly.
-   Monitor **overruns** early and take action.
-   Export real-time data to **Excel** or **PDF**.

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## 🛠️ **How to Use the Progress Tab**

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### 📅 **Filter by Date Range**

-   Use the **Start Date** and **End Date** filters at the top.
-   Default view shows **All Time** data.
-   You can focus on specific months, quarters, or billing cycles.

✅ Super useful for reviewing monthly costs!

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### 📥 **Upload Invoices Directly**

-   Click **Upload Invoice** (top of the Progress page).
-   Fill out:
    -   Invoice Number
    -   Amount
    -   Vendor
    -   Description
    -   Issue Date and Due Date
-   **Allocate costs** to specific cost codes using **Add Row**.

✅ Instantly links real-world vendor invoices to your project costs!

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### 📤 **Export Progress Data**

-   Click the **three vertical dots** (top right).
-   Choose:
    -   **Export to Excel**
    -   **Export to PDF**

✅ Quickly generate reports for management or clients.

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### 💰 **Display Billing (Optional)**

-   Click **Display Billing** toggle if you’ve set **billing rates** per cost code.
-   Adds a column showing **potential billing amounts** vs. actual costs.

✅ Great for comparing what you could charge versus what you’re spending!

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## 🧩 **What You See on the Progress Tab**

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### 🧾 **Summary Metrics**

Top section shows totals for:

-   Total Cost to Date
-   Material Cost to Date
-   Overhead Cost to Date
-   Labor Cost to Date
-   Equipment Cost to Date
-   Burden Cost to Date (auto-calculated from burden rates)
-   Subcontractor Cost to Date

✅ Gives you a **one-glance overview** of project financial health!

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### 📦 **Detailed Sections**

Below the summary, costs are broken down into sections:

| Section | What It Tracks |
| --- | --- |
| Subcontracts | Subcontractor spend and committed costs |
| Material Cost Codes | Estimated vs. Actual material costs |
| Overhead Cost Codes | Indirect project expenses |
| Labor Cost Codes | Employee labor hours and costs |
| Equipment Cost Codes | Usage and cost of assigned equipment |
| Phases (if used) | Costs broken down by project phase (e.g., Level 1 Framing) |

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## 🧠 **Special Features and Important Rules**

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### 🚩 **Uncategorized Costs**

-   If costs flow in from integrations (like QuickBooks) or forms without a cost code, they show up as **Uncategorized Costs** at the top.
-   You can **reallocate invoices** manually by clicking **Edit** and adding rows with proper cost codes.

✅ Keep your financials clean by categorizing costs properly!

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### 🔥 **Timesheets Auto-Update Labor Costs**

-   Approved or submitted time cards linked to a project **automatically update** labor costs.
-   Timesheets update **Actual Spend** fields in real time.

✅ No manual data entry needed for labor costing!

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### 📝 **Manual Overrides**

-   You can manually update **Actual Spend** for any cost code if needed.
-   Helpful for one-off adjustments or corrections.

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### 📊 **Activity Progress (Optional Manual Input)**

-   Track **work progress** (% completed) separately from costs.
-   Compare:
    -   Work done vs. Budget spent
-   Early warning if you’re **over budget but under scope!**

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## ✅ **Example Scenario**

You're managing a $1.5M industrial project:

-   Upload vendor invoices weekly.
-   Monitor labor spend updating automatically from daily timesheets.
-   Manually update equipment rental costs as they arrive.
-   Catch that Material Cost Code for "Steel" is trending 10% over budget early.

You export a Progress report monthly for internal reviews — real-time, no guesswork!

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## 🚀 **Summary**

The Progress Tab in Ontraccr keeps you **connected to the true financial reality** of your projects at all times — letting you track, analyze, and course-correct with confidence.