Field Progress

1. What it is for

Field Progress is the screen where you build the physical structure of the project and mark what has been done in each area. You divide the site into four levels — building, unit, area and the work items in that area — then mark each work item as Not done, In progress or Done.

Everything the app knows about progress starts here. The percentage on the project card, the completion ratio on Overview and every breakdown in the Progress Report count the work items marked on this screen. Interim payments are fed from here too: once a work item is Done and tied to a contract, it appears among the subcontractor's billable items.

This is the daily screen for the site manager and the site engineer; the office side reads the results in reports.

2. Opening it, and who can see it

In the sidebar, Site Operations › Field Progress.

Your permission	What you can do
View	You read every list and every work item card. Status appears on the card as a badge; it cannot be changed. The add, edit, delete, reorder and Import controls are not drawn at all
Edit	You can add buildings, units, areas and work items, rename them, delete them, drag them into order and change status
No permission	The module appears dimmed and locked in the menu

3. Anatomy of the screen

The page has two halves. Three narrow navigation columns on the left, and the work item area filling the rest on the right. The split is deliberate: the three columns on the left are there to write an address, the work happens on the right.

Heading and buttons

The heading is Field Progress and the line under it reads "Track work items by building, unit and area." Three buttons sit on the right:

Button	What it does
Collapse navigation	Hides the three columns completely; the work item area is centred and widens. While hidden the button reads Show navigation
Refresh	Reads every list from the server again
Import	Opens the bulk work item entry window. Drawn only if you have edit permission

The trail

The thin line under the heading writes the currently selected path as Building › Unit › Area. When nothing is selected it reads "Select a building on the left to get started."

That line is the only location indicator on the page while navigation is collapsed; it stays when navigation is open too, because reading three levels on one line is faster than scanning three columns.

The navigation columns

All three columns are laid out the same way: the plural name of the level in small caps at the top (Buildings, Units, Areas) with the record count beside it, the add button on the right, the list below.

The record you click in a column is highlighted and the column to its right shows what is under it. Changing the building drops the unit and area selection; changing the unit drops the area selection.

A column can say four different things:

What you see	What it means
Grey placeholder rows	The list is coming from the server
Select a building first / Select a unit first	You have not selected a record at the level above
No buildings yet (the same for units and areas)	The level above is selected but there is nothing under it
The list could not be read	The server could not be reached. Below it: "Once you are connected, try again with Refresh."

When a column holds more than eight records, a search box appears under the heading. It does not appear below that: in a project with three buildings a search box narrows nothing, it only clutters the screen. If the search matches nothing, it says No matching records.

The work item area

The heading of the right-hand section is Work items until an area is chosen and Area name · Work items afterwards, with the card count beside it. The New work item button sits on the right and is only drawn while an area is selected.

With no area selected, the area says Select an area and, below it, "Work through the building, unit and area lists on the left to reach the work items." If the area is selected but empty, No work items in this area appears and you can add one straight from there.

The work item list gets a search box after eight cards as well. This box searches the work item name and its note.

The work item card

The card carries three bands and, when all of them are filled, shows this:

Top band — name and status. The name of the work item on the left, with the payment summary under it if there is one. Beside it the status control: a three-segment switch — Not done, In progress, Done. The active segment takes the colour of the status and the left edge of the card is painted in the same colour. The edge stripe is for scanning the list from a distance, the segment colour for looking at the card up close.

In a wide window the control sits to the right of the name; when the work item area narrows (which is the default while navigation is open) it drops under the name by itself.

If the work item has a photo, a Photo button sits in the right-hand group as well.

The payment summary takes three forms depending on the source:

Payment source	What the card reads
Unit price	Unit price · 240 m² × ₺85.00 = ₺20,400.00
Day rate	Day rate · 12 days × ₺1,500.00 = ₺18,000.00
Lump-sum contract	Lump-sum contract · ₺12,500.00 — no quantity, a price
Not chosen	The line is not drawn at all

If the contract has no unit price, no multiplication is done and only the quantity is written. Multiplying by zero and writing "= 0 ₺" would show a work item whose contract has not been entered yet as having no value.

If the work item has been added to an interim payment, a green Billed badge appears at the start of the summary. Not being added is the default state of every new work item, and a default is not worth a badge.

Middle band — who and when. The subcontractor's company name on the left, the person who last touched the record and when on the right.

Bottom band — the note. If one was entered, the work item note in a grey well. Line breaks are kept.

4. Fields

Building, unit, area

All three levels have a single field: the name. There is nothing else to enter; you set the order of the records by dragging them in the list.

Field	What it means	Required
Building Name	The largest division of the site. e.g. Building A	Yes
Unit Name	The independent unit under the building. e.g. Unit 3	Yes
Area Name	The space inside the unit. e.g. Living room	Yes
Template to copy	Copies an existing record together with its sub-records. Only asked when creating a new record	No

The work item

Field	What it means	Required
Work Item Name	The work being done. This name appears in the list and in every report. e.g. Plasterboard wall	Yes
Subcontractor	The company doing the work. Chosen among the subcontractors registered in this project	No
Payment source	The contract form the work will be paid under: Unit price, Lump-sum contract, Day rate or None / not applicable	No
Contract	One of the chosen subcontractor's agreements that matches the chosen source. The unit price is read from it	No
Quantity source	Only asked for unit price: Enter manually or Choose from a saved take-off	—
Take-off Quantity	The quantity of work done. Use a comma or a full stop for decimals; do not type a thousands separator	No
Number of Day Rates	On a day rate this is what the quantity is called, and its unit is day (the record keeps the Turkish Gün)	No
Unit of Measure	The unit of the quantity. Chosen from the preset list or typed by hand	No
Notes	Free text. Appears on the card and in the search box	No
Status	Not done, In progress, Done. A new work item starts as Not done	—

The payment source shapes the form

The source you choose decides which of the fields below it are asked:

Source	What is asked
None / not applicable	Nothing. The work item is only tracked on site; it never reaches an interim payment
Unit price	Contract · quantity source · quantity + unit
Day rate	Contract · number of days. The unit box is not drawn at all; it is fixed to day
Lump-sum contract	The contract only. No quantity is asked

Preset units

The unit box suggests eight ready values: m · m² · m³ · lm · pcs · kg · t · day (in the list each one stands next to the value the record keeps: mtül, adet, ton, Gün). On screen and in documents the ready units are written in the interface language. The list is not a constraint; you can type units that come up on site, such as pack or set, by hand.

5. Step by step

5.1 Getting down to an area

1. Choose a building from the Buildings column on the left.
2. Choose a unit from the Units column that opens.
3. Choose the area from the Areas column.

The area on the right shows that area's work items; the trail writes the full path.

5.2 Adding a building, unit or area

1. Press the plus button in the heading of the column concerned. For units and areas a record must be selected at the level above first; otherwise the button is not drawn.
2. Type the name into the window that opens.
3. If you want to build it from scratch, press Save.

The record is added to the end of the list.

5.3 Copying a record from a template

This is the feature of the page that does the most work. In a building of forty flats, entering the areas of every flat and the work item list of every area by hand takes days; one flat is built and copied thirty-nine times.

1. Open the new record window and type the name.
2. In the box below, choose which building (and, when copying an area, which unit) the record to be copied sits under. The boxes open with the path selected on screen.
3. Choose the source from the Template to copy box.
4. Press Save.

Every level and work item under the source is copied. In the copy the following are reset:

• The status of every work item becomes Not done.
• The person who last touched the record is cleared.
• Interim payment links are cleared — the copy is tied to no interim payment.
• The saved take-off link is not copied. Tying the same take-off to two work items would open the way to billing it twice. The quantity and the unit are copied, the link is not.

Copying proceeds level by level on the server; for a large flat it can take a few seconds. Wait until the window closes.

5.4 Renaming

1. Right-click the record in the list.
2. Choose Rename.
3. Type the new name and press Save.

Renaming only changes the name; the record keeps its place in the list.

5.5 Changing the order

You can change a row's or a work item card's place in the list by dragging it. The new order is written to the server and looks the same for everyone.

5.6 Adding a work item

1. Choose an area and press New work item.
2. Type the Work Item Name. This is the only required field.
3. Choose the Subcontractor if you need to.
4. Choose the Payment source. If this is a work item that will not be billed, leave it as None / not applicable.
5. If you chose a source, choose the Contract. The list shows only the agreements that belong to the chosen subcontractor and match the chosen source; each line carries the agreement's heading and its price.
6. For unit price or day rate, enter the quantity.
7. Type the Notes if there are any and press Save.

The work item is added to the end of the list with the Not done status.

5.7 Taking the quantity from a saved take-off

You can tie a take-off prepared in the Quantity Take-offs module to a work item; the quantity is not typed, it comes from the take-off.

1. Choose Unit price as the Payment source.
2. Move the Quantity source switch to Choose from a saved take-off.
3. Narrow the list with Filter: subcontractor if you need to. The box lines itself up with the work item's subcontractor.
4. Type the take-off's name or heading into the Search take-offs box.
5. Choose the take-off from the Saved take-off box.

The quantity and the unit come from the take-off and are locked. Above the box the take-off's summary is written: how many rows and what the total is. If you want to correct the quantity by hand, move the switch to Enter manually; the link is broken and the box opens.

5.8 Changing status

Press the status you want on the three-segment switch on the right of the card. The change appears immediately and is saved in the background; in an area with twenty work items you do not wait at every click. If saving fails, the card returns to its old status.

5.9 Editing and deleting a work item

1. Right-click the card.
2. Choose Edit or Delete.

The edit window opens with the saved values. If it is tied to a saved take-off, the take-off is shown but the quantity is not overwritten — a quantity you corrected by hand earlier is not crushed by the take-off's total the moment you open the window.

5.10 Deleting a building, unit or area

1. Right-click the record and choose Delete.
2. The window that opens says what will be deleted and carries a yellow warning below it.
3. Press Delete.

Deletion goes from leaf to root: when you delete a unit, every area under it and every work item in those areas are deleted too. The warning says so beforehand.

5.11 Collapsing the navigation

Collapse navigation hides the three columns on the left entirely and centres the work item area. It makes room while you work with long work item lists; the selected path stays on the trail. Press the same button to bring them back; it now reads Show navigation.

5.12 Entering work items in bulk from Excel

There are four steps and a gate in between: no record is created until you confirm.

1. Press Import.
2. Press Download template and choose where the file goes in the save window.
3. Fill in the template in Excel (§6).
4. Point at the file you filled in with Choose file.
5. The app reads the file and compares it with the project's existing records.
6. Read the figures and the row-by-row results on the preview screen.
7. If it looks right, press Import {n} rows.

Counters sit above the preview and only those greater than zero are drawn:

Counter	What it means
To import	The number of rows that will be written
Conflict (will be skipped)	A work item with the same name already exists in the same location. The row is skipped and the existing record does not change
Invalid rows	Rows with a required field missing or an unrecognised status
New building / unit / area	Levels that appear in the file and not in the project. They are created during the import
New subcontractor	Companies named in the file that are not registered in the project. They are created automatically

In the list below it, every row is written with its own number, its path and its result. Rows on a yellow background are the ones that will not be written.

A progress bar appears while writing and you are asked not to close the window. When it is done a summary is given: how many work items were imported, how many new subcontractors were created, how many rows were skipped and, if any, how many rows could not be written.

6. Exports

The only file this screen produces is the import template. For reports, see the Progress Report section.

Import › Download template produces an Excel workbook and opens the save window. The suggested name is sitabula-work-item-template.xlsx. The file comes down with the headings of whichever language you are using the app in.

The workbook has two sheets.

The Work items sheet has seven columns and their order is fixed:

Column	What goes in it
Building Name	Required
Unit Name	Required
Area Name	Required
Work Item Name	Required
Subcontractor	Optional. Created if not registered in the project
Status	YAPILMADI, YAPILIYOR or YAPILDI. If left empty it counts as YAPILMADI
Note	Optional free text

The sheet comes with three sample rows; delete them before entering your own data. The Status column has a drop-down list attached to it, so Excel itself stops you from typing an invalid status.

The Instructions sheet holds a seven-point summary of the same rules.

7. Things worth knowing

Three conditions must hold together for a work item to reach an interim payment: its status must be Done, a payment source must be chosen, and it must not already be in another interim payment. If one of the three is missing, the work item does not appear in the subcontractor's list of billable items. This is the most common reason why work the site calls finished does not show up in an interim payment.

A work item that is already in an interim payment can still be edited and deleted on this screen. The card carries the Billed badge but editing is not locked. Changing the quantity does not change the amount of an interim payment that was already created; from that moment the two records no longer agree. If such a correction is needed, remove the work item from that interim payment first.

A status change appears immediately and the save goes behind it. If the connection drops, the card returns to its old status. If you have marked twenty items in a row in an area and are not sure of the connection, read the list from the server once more with Refresh.

Deleting cannot be undone and spreads downwards. Deleting a building deletes every unit, area and work item under it. The confirmation window says so beforehand.

Progress percentages count work items, not quantities or amounts. Writing a single "Structural work" item in an area and writing ten items give different percentages on the project card. The more detailed your breakdown, the more realistic the progress.

All three levels are required. A work item cannot be tied straight to a building or a unit; it always sits under an area. Where there is no area division, opening a single area (for example Genel) and collecting the items there is a common solution.

"A blok" and "A Blok" are the same building. When names are compared during an import, extra spaces and upper/lower case differences are ignored. Without that, every typing difference pasted from Excel would produce a new building.

Photos are only displayed. Site photos are uploaded from the mobile app; the Windows version cannot add a photo, it can only open one that has been added.

The order is yours and it is the same for everyone. The order you drag into place is written to the server; you cannot sort the lists just for yourself.

Temporary accounts have a limit on the number of levels. In one project you can open at most one building, one unit and two areas; when the limit is reached, an information window opens instead of the add window. The same limit applies to imports, and if the file exceeds it the import button is disabled.

8. Related sections

• Projects — the progress percentage on the card is counted from the work items on this screen.
• Overview — Site Flow and the completion ratio read the records here.
• Quantity Take-offs — the take-offs in the "Choose from a saved take-off" box are prepared there.
• Subcontractors — the contract list and the unit prices come from there; new companies created during an import land there too.
• Interim Payments — work items marked Done and tied to a contract appear there as billable items.
• Progress Report — the summary of the records on this screen, broken down by building, unit, area and subcontractor.
• Schedule — activities are tied to the work items here; changing a work item's subcontractor also updates the subcontractor of the activity tied to it.
• Users — who can see this page and who can edit it is decided there.