Job Progress & Tracking

Understanding Contract Value, Billed, and Received

Every job in SCOPE has three core financial metrics that roll up from the individual CO rows into the job-level summary at the top of the detail view.

• Price — the agreed contract value of each CO. Set when the CO is created and updated via the Revise function if scope or price changes.
• Billed — how much you have billed the client. Updated manually as you collect payments.
• Received — how much the client has actually paid. Updated manually as payments arrive.

At the top of the job detail view, three status bar charts summarize the job at a glance:

• CO Status — the distribution of change orders by approval status (Received, Pending, Draft, etc.).
• Field Status — the distribution of COs by % Complete (field progress).
• Allowance Status — allowance pool used vs. remaining (only shown if an allowance is configured).

To update Billed and Received:

1. Open the job and click Edit in the toolbar to enter inline editing mode.
2. Update the Billed and Received columns on each CO row.
3. Click Submit to save.

Tracking Job Progress with Field Status

The % Complete column on each CO row represents field progress — how far along the actual physical work is on that change order, from 0 to 100%.

Related columns that are calculated automatically:

• % Billed — calculated as Billed ÷ Price × 100. Shows how much of the contracted value has been billed.
• % Received — calculated as Received ÷ Billed × 100. Shows the collection rate against billed amounts.

To update % Complete:

1. Click Edit in the job toolbar to enter inline editing mode.
2. Update the % Complete field on each CO row (enter a number from 0 to 100).
3. Click Submit.

The dashboard Performance card "Work Done Not Yet Billed" identifies jobs where % Complete significantly exceeds % Billed — meaning your crew has done more work than you have invoiced. This is a prompt to generate invoices before cash flow suffers.

Using Job Allowances

An allowance is a project-level budget pool for miscellaneous, contingency, or owner-directed work. SCOPE enforces the pool limit so you cannot inadvertently exceed what the client authorized.

Setting up an allowance on a job:

1. Open the job in detail view.
2. Click Edit Job Details in the toolbar.
3. Enter a dollar amount in the Allowance field.
4. Click Save.

Drawing from the allowance:

1. Create a change order on the job.
2. Set the CO status to ALLOWANCE.
3. SCOPE deducts the CO price from the remaining allowance pool automatically.
4. If the new ALLOWANCE CO would exceed the remaining pool, the save is blocked. Increase the allowance pool first if the scope genuinely warrants it.

The Allowance Status bar chart at the top of the job detail view shows pool used vs. remaining at a glance. The Allowance Report (Reports menu) shows this across all jobs.

Using the Calendar Timeline View

The Calendar view gives you a Gantt-style timeline of your entire job portfolio — useful for spotting scheduling gaps, overlaps, and planning upcoming work.

1. Click SCOPE Menu (top-left) and select Calendar.
2. The calendar displays all jobs as horizontal bars spanning their CO#0 date ranges across monthly columns.
3. Use the ◀ YEAR ► navigation to move between years.
4. Each bar is color-coded by job status — making it easy to distinguish active jobs from pending estimates at a glance.
5. Click any job bar to navigate directly to that job in Proposals.

Use the Calendar view to:

• Identify months with no scheduled work — a signal to accelerate proposal follow-ups.
• Spot jobs with overlapping timelines that may strain resources.
• Plan new proposals around your existing committed schedule.