Work in progress tracking

  • Work in progress tracking

    Posted by Jack Waffle on January 23, 2025 at 1:11 pm

    Hello,

    Just took the estimating course and my eyes were opened to a whole bunch of possibilities for the custom column tools. One question I had was if there is a way to make a column tracking the percentage installed of individual items, say retaining walls, and then some way that can tie into a total overall percentage installed of all of that particular item.

    Say I have 5 walls on a job, trying to figure out how to have columns I can fill out a percentage for each wall for progress and then also get an overall percentage returned for all walls.

    Troy DeGroot replied 1 month, 1 week ago 5 Members · 7 Replies
  • 7 Replies
  • David Cutler

    Member
    January 24, 2025 at 7:33 am
    Points: 27,768
    Rank: UC2 Brainery Advanced Brown Belt I UC2 Brainery Advanced Brown Belt I

    Welcome to the Brainery @jwafflecanyoncontracting-net !

    Adding a custom column to track % complete for a given markup shouldn’t be a problem. In theory you could also add a total value column and then write a formula in a 3rd column to calculate an earned value.

    As far as a group of walls you should be able create a summary of the earned value, but I’m not aware of a method to make a calculation with a summary of data. This doesn’t mean that it isn’t possible, but I haven’t seen it done.

    Depending upon what the final output you are looking to produce you may be better off with data collected in Revu and then processed with Power Query in Excel.

    @Vince has shared some great processes for tracking progress – including his “50 shades of black” approach. Hopefully he will chime in.

    @Doug McLean is our resident Power Query expert. He may have some ideas to share too.

  • Doug McLean

    Member
    January 24, 2025 at 9:38 am
    Points: 15,753
    Rank: UC2 Brainery Advanced Blue Belt UC2 Brainery Advanced Blue Belt Rank

    While a custom column could be created in Revu for tracking, my thoughts are that it’s not the best location for it.
    Now if this was being entered by someone in the field, then sure, it could work. Then the data could be exported and analyzed in either Excel, Power BI, or whatever BI solution that you’re using.

  • Troy DeGroot

    Organizer
    January 24, 2025 at 5:00 pm
    Points: 24,315
    Rank: UC2 Brainery Brown Belt IIII UC2 Brainery Brown Belt IIII

    Thanks for your feedback on my course @jwafflecanyoncontracting-net and welcome to the community. I’m just spitballing here to get the group brainstorming together.

    I would build a custom column called Percent Complete, it would be a Number Type, change the format to Percentage with 0 decimal places. Make sure to Include Totals

    Its a little weird because if you enter 10 as the number it will equal 1,000.00% so you have to enter .01 for 10% and 1 for 100%. You’d have to get used to that.

    Be sure to sort the markups by Subject (maybe) so you get a total percent complete is displayed at the top of the Percent complete column.

    Now the part that doesn’t work with this method. You have to remember if you have 6 walls, the total completion needs to reach 600% because of the way they add up. 👎

    In the image I have one wall 100% complete and the other 1% complete so the total shows 101%. those walls are not complete until it hits 200%. Not idea, but I always try to find a way to say it works rather than saying no. In other words, it sort of works but not really. 🤣

    • Troy DeGroot

      Organizer
      January 24, 2025 at 5:04 pm
      Points: 24,315
      Rank: UC2 Brainery Brown Belt IIII UC2 Brainery Brown Belt IIII

      You could also create custom Statuses

      For example:

      Not Started

      In Progress

      Complete

      You could assign colors to see the progress visually

    • Jack Waffle

      Member
      January 27, 2025 at 7:39 am
      Points: 238
      Rank: UC2 Brainery Newbie UC2 Brainery Newbie Belt Rank

      I wonder what would happen with this method if you made your subject generic “Retaining Wall” and then added labels for each size versus the landscaping label you have, so that way the rows would all be summed under one subject.

      • Troy DeGroot

        Organizer
        January 27, 2025 at 5:08 pm
        Points: 24,315
        Rank: UC2 Brainery Brown Belt IIII UC2 Brainery Brown Belt IIII

        you certainly could do it that way, I do that a lot. I did the same thing in this case with a custom column for block size so it fits into the formula we created to tell us the total number of blocks.

  • Vince

    Member
    January 25, 2025 at 2:59 am
    Points: 14,137
    Rank: UC2 Brainery Blue Belt IIII UC2 Brainery Blue Belt IIII

    I think I’d look to record the progress on the drawing using a custom column. Depending on the lengths of the walls in question this may be a simple “Completed” or a “% Complete”.

    I’d then kick this out to Excel to work out the % complete as you may want to look at this in different ways e.g.

    % complete of that particular type of wall

    % complete of total lengths of walls

    % complete of surface retaining areas

    % complete of total value of walls

    etc..

    Either of the above columns suggested could give you any of the above figures – or all of them in one go if that is what you require.

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