---
title: "Understanding and Using the Progress Page in Ontraccr"
url: "https://help.ontraccr.com/en/article/understanding-and-using-the-progress-page-in-ontraccr"
language: "en"
last_updated: "2025-06-06T23:31:10.709Z"
---

# Understanding and Using the Progress Page in Ontraccr

## 📊 **Understanding and Using the Progress Page in Ontraccr Overview**  
 

The **Progress page** in Ontraccr provides real-time visibility into **actual costs** incurred on a project — flowing in from submitted forms, time tracking, and invoice uploads.

It mirrors the structure of the **Budget Tracking** tab (cost codes, categories, and phases), but shows how actual spending is unfolding against your plan.

This is your live, up-to-date **job costing view** — giving both field and office teams the insight they need to stay on budget and make informed decisions.

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## 🎯 **What the Progress Page Shows**

-   A **real-time snapshot** of project costs across:
    -   Labor
    -   Material
    -   Overhead
    -   Equipment
    -   Subcontracts
-   Costs are organized by the **same cost codes and phases** used in your budget
-   Live comparisons between **estimated vs. actual spend**
-   Auto-populated from:
    -   **Timesheets**
    -   **Uploaded invoices**
    -   **Form submissions with cost allocations**

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## 🧩 **Key Components of the Progress Page**

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### 🔍 **Cost Summary (Top of Page)**

Shows a live roll-up of all costs to date:

-   **Total Cost to Date**
-   **Material Cost to Date**
-   **Labor Cost to Date**
-   **Overhead Cost to Date**
-   **Equipment Cost to Date**
-   **Burden Cost to Date**
-   **Subcontractor Cost to Date**

✅ These numbers update automatically as time cards, invoices, and forms are submitted.

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### 📥 **Upload Invoice Button**

Click **Upload Invoice** to quickly enter vendor invoice details:

-   Invoice Number
-   Amount
-   Description
-   Vendor
-   Issue & Due Dates
-   Allocate to cost codes using **Add Row**

✅ Costs entered here will appear in the Material, Subcontract, or Overhead sections depending on the allocation.

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### 💰 **Display Billing Toggle**

-   Turns on a column showing **potential billing value** based on cost code billing rates (if set up)
-   Lets you compare what you're spending vs. what you could charge

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### 📤 **Export Options**

Use the **three vertical dots** at the top to:

-   **Export to Excel**
-   **Export to PDF**

✅ Useful for finance meetings, internal reviews, or client transparency.

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## 🔧 **How Actual Costs Are Populated**

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### ⏱️ **Time Tracking Integration**

Labor cost codes update automatically when users:

-   Clock in/out using tablet mode
-   Submit timesheets via forms
-   Enter hours manually

All time entries tied to a project and cost code will be reflected in:

-   **Actual Hours**
-   **Actual Spend** (based on wage rate + burden)

✅ You don’t need to enter labor costs manually — just ensure time entries are properly coded.

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### 📄 **Forms and Update Cost Steps**

Forms with the **Update Cost** workflow step can push costs into the Progress page:

-   Labor
-   Materials
-   Equipment
-   Subcontract entries

If no cost code is selected during form submission, the cost will appear as **Uncategorized** at the top of the page.

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### 💼 **Invoice and QuickBooks Integration**

-   Vendor invoices synced from QuickBooks (AP) also appear here
-   If not fully allocated, they show up in the **Uncategorized Invoice Costs** section
-   You can reallocate them manually by editing and assigning remaining balances to the correct cost codes

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## 🧠 **Special Features**

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### 🚨 **Uncategorized Cost Warnings**

If costs come in without cost codes (e.g., from QuickBooks or forms), they will appear as **Uncategorized**.

✅ Always review and allocate these to maintain clean reports.

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### 🧾 **History Tracking**

Every line item in the Progress view has a **History icon** to show:

-   Who updated it
-   When
-   Any attached documentation (invoices, photos, POs)

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### 📈 **Activity Progress (Manual Input)**

Used for manually reporting **% of work completed** per cost code (not based on invoice or cost data):

-   Helps project managers estimate how far along a task is
-   Lets you compare **actual cost spent** vs. **progress made**
-   Early warning if you’ve spent more than you’ve built

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### 📦 **Phased Cost Tracking**

If you use **Phases** in your budget setup, the Progress page will also:

-   Show breakdowns per phase
-   Help you track costs per floor, stage, or section of the project

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## ✅ **Example Scenario**

You’re managing a $2M commercial project:

-   Crews submit daily time cards → labor costs appear in real-time
-   Site supervisor uploads material receipts via a form → updates material cost codes
-   Finance team uploads monthly invoices → updates subcontract spend
-   You spot that framing is 80% complete but already at 95% of budget — you flag it early

With the Progress page, you get **real-time cost visibility** to keep the job profitable.

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## 🚀 **Summary**

The Progress Page in Ontraccr gives you a **real-time, cost-based dashboard** of your project’s financial health.

It mirrors your budget but shows what’s actually happening — giving you the insight to act early, track accurately, and deliver under budget.