Review Actuals

In this topic, you will review the actuals of an already executed daily plan submitted for approval, utilizing the Progress web application.

Why Review Executed Daily Plans?

Reviewing actuals in an executed daily plan is the final step before the plan is approved. This last review is extremely important; it is the last chance to verify all actual values input during the Execution Phase are correct, and if there are any mistakes this is the last opportunity to correct them. 

In InEight Progress, once submitted for approval, the daily plan’s status in the Breadcrumbs will change to Awaiting Approval and the color accents will change from green to purple.

In the Awaiting Approval Phase, a daily plan has seven tabs (same as the Execution Phase):

• Overview

• Details

• Time Sheet

• Quantities

• Notes/Issues

• Productivity

• Signout

It is best practice when reviewing actuals to examine each tab in detail and verify that all information is correct. If any information is incorrect or missing, now is the last opportunity to correct it.

The Overview, Details, Time Sheet, Quantities, Notes/Issues and Productivity tabs in the Awaiting Approval Phase are identical to their respective tabs in the Execution Phase.  All information entered, edited, or removed in the Execution Phase will be reflected in the Awaiting Approval Phase.  Furthermore, the Awaiting Approval Phase has the same level of editing as the Execution Phase does for all the previously mentioned tabs. 

While six of the seven tabs are identical to the Execution Phase, one tab has changed slightly.  On the Signout tab, instead of the signout area only displaying the employee pin section, now the questions answered after entering their pin display as well. In addition, there is now an option to reject an employee’s signout.