Claim In Plan and Progress

Learn how InEight Plan and Progress work together to keep information from the field updated in InEight Control.

Claiming Options

In order to view earned value metrics, you’ll need up-to-date values reflected in your current budget, current estimate, and project forecast.  To keep these values current, quantities, man-hours, and costs can be brought into InEight Control through several different methods.  You may find that you alternate between some of these methods based on your specific needs.  Review the workflow below to see how these values can be brought into Control.

Claim Quantities in Plan and Progress

Quantities are at the heart of cost tracking, since they are used to calculate what you’ve earned compared to the budget. Also, remaining quantity complete is the most important driver of remaining cost to complete, and therefore final cost.

For direct work, the Forecast (T/O) quantity is often the sum of many smaller quantity components, to accurately record and review quantities completed. These components then sum up to the total cost item quantity.

You can claim quantities at the component level in the Quantity Tracking module of InEight Plan or through daily plans in InEight Progress.

Option 1: Claim Quantities in Plan > Quantity Tracking

Option 2: Claim Quantities in Progress > Daily Planning

Sync Quantities in Control

In InEight Control, a sync allows you to update claimed quantities and compare them to project costs and man-hours.

The following table specifies the typical flow for syncing quantities:

Direction	Description	Info Transferred	When to Run
InEight Plan to InEight Control	Get Plan Quantities	Quantities claimed in Plan push to Control Actual Qty to date field	Weekly after Payroll cost is imported into Control

To perform a sync, select Actions > Sync > Get quantities > Job to date

Quantities claimed in Plan or Progress will update in the Actual Qty fields for corresponding WBS phase code items.

Capture Hours in InEight Progress

Hours worked can be captured in InEight Progress either through the Daily Planning module or through the Weekly Time Sheet module.  Approved hours are sent to the ERP and can then be synced with InEight Control.

Option 1: Record hours in Progress > Daily Planning

Create a daily plan to track all of a crew’s activities in one place.  Track hours on the Time Sheet tab of the daily plan, then submit the crew’s hours, along with claimed quantities, as part of the daily plan.

1. Open a daily plan and select the Time Sheet tab.

2. Confirm the correct employees and tasks are loaded onto the time sheet.  Click Add tasks and resources to make additions.

3. Under the appropriate task, add the hours worked for each employee.

4. When finished, ensure that all employees are signed out, and click Submit.  Then plan now has a status of “Awaiting Approval.”

5. Once the hours have been approved by the assigned supervisor, they are sent to the ERP system.

Option 2: Record hours in Progress > Weekly Time Sheet

Weekly Time Sheet is a convenient option for workers who are utilized across projects.  These team members can report their time through personal entries, or a supervisor can update entries for their team.

Sync Hours in Control

While quantities can be brought into Control directly from Plan, hours must first go through payroll processing before they’re ready to be tracked in Control.  For this reason, you’ll bring in hours and costs separately from quantities. 

If a direct integration exists between InEight Control and your ERP system, you can follow a sync process to import hours and costs.

Note: this assumes the project is set to Control with Confirmation in Project Settings of the InEight platform.

The following table specifies recommended integration flows and frequency:

Direction	Description	Info Transferred	When to Run
InEight Control to ERP	Push CBS structure	Cost Items, CBS Position Code and WBS Phase Code	After creating a new cost item or updating cost item Allow as- built settings. This sync also sends cost items to InEight Plan/Progress/Contract/Change/Design so they are available for use in those InEight solutions. Sync anytime you’ve made adjustments that are needed for components (i.e., Hide in plan setting).
	Push CBS structure and Budget	Cost Items, OB, CB, and CE values for quantities, man-hours, and costs by cost category.	After performing any budget moves.
	Push CBS structure and Live forecast	Cost Items, Forecasted Cost by phase code and cost category.	After making changes to the Project Live Forecast.
	Push CBS structure and Actual quantities	Cost Items and actual quantities completed by phase code	After claiming quantities in Control or performing Get Plan quantity sync.
	Push CBS structure, Budget, Live Forecast, and Actual Quantities	*See all above*	*See all above*
ERP to Control	Get Actual cost and MHRs	Cost and MHs from ERP into Control	After payroll runs and/or after accruals are entered. If cost is processed daily this may be more frequent or can be set up with a scheduled sync in project settings.

The following steps outline how to perform a sync for hours and costs.

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