Getting Started with Progressus

Here are some topics to help with setting up Progressus:

Progressus Setups

For help with installing the Progressus Extension, Users, User Setups or Permission Sets, see: Progressus Setups

Ribbon Options

Topics include options available on the top ribbon menu of the Progressus Role Center.For more information, see: Progressus Ribbon options

Role Center

This article explains the purpose of Role Center Cues or Cue Tiles in Progressus and how they help users quickly access key information and actions. It describes the different types, how they display real‑time data, and how users can personalize their Role Center to match their daily tasks. For more information, see: Role Center Tiles > Activities

Timesheet Entry & Approval

Topic Description Link
Progressus Quick Guide to Timesheet Entry and Approval The Progressus Quick Guide to Timesheet Entry and Approval is your go-to resource for everything related to entering or approving time in Progressus. Whether you're doing Timesheet Entry, Mobile Time Entry, Outlook Time Entry, Time Journal Entry, or want to learn how to approve time entry, you'll find all the essential information here — including helpful training videos and step-by-step instructions. The Quick Guide is designed to make your experience smoother and more efficient, all in one convenient place. For more information, see: Progressus Quick Guide to Timesheet Entry and Approval

Expense Sheets Entry & Approval

Topic Description Link
Progressus Quick Guide to Expense Sheet Entry and Approval The Progressus Quick Guide tp Expense Sheet Entry and Approval is your go-to resource for everything related to entering or approving expenses in Progressus. Whether you're doing Expense Sheet Entry, Mobile Expense Entry, Expense Journal Entry, or want to learn how to approve expense entry, you'll find all the essential information here, including helpful training videos and step-by-step instructions. The Quick Guide is designed to make your experience smoother and more efficient, all in one convenient place. For more information, see: Progressus Quick Guide to Expense Sheet Entry and Approval

Resources

Topic Description Link
Progressus Quick Guide to Resource Setups The Progressus Quick Guide to Resource Setups is your go-to source for everything related to setting up and configuring Resources in Progressus. Whether you're doing initial configurations, or just looking at how to add a Resource, you'll find all the essential information right here -including helpful training videos and step-by-step instructions. It's designed to make your experience smoother and more efficient, all in one convenient place. Progressus Quick Guide to Resource Setups
Progressus Quick Guide to Resource Planning The Progressus Quick Guide to Resource Planning is your go-to resource for everything related to Progressus Resource Planning. Whether you're setting up features, processing resource data, or learning how to navigate key pages, you'll find all the essential information right here — including helpful training videos and step-by-step instructions. It's designed to make your experience smoother and more efficient, all in one convenient place. Progressus Quick Guide to Resource Planning

Projects

Topic Description Link
Project Management This article provides an overview of Project Management in Progressus, highlighting core features that help you plan, track, and control your projects. It explains how Progressus supports budgeting, scheduling, resource allocation, time and expense management, and real‑time project insights—giving project managers the tools they need to keep projects on schedule and within budget. Project Management
Configuring Project Setup pages This article explains the foundational setup steps needed to configure the Progressus Project Setup page . Configuring Project Setup pages
Configure Create Project Wizard Defaults This article covers the Create Project FastTab in Progressus Project Setup which defines the defaults when using the Create Project Wizard. The training video covers how to create Pro How to create Projects
Training Video - Create Projects and Tasks
Difference between a Project Card and the Project Plan This section explains the difference between the Project Card and the Project Plan in Progressus. It outlines how the Project Card stores high‑level Project details while the Project Plan manages Tasks, budgeting, and scheduling used to execute the Project Difference between a Project Card and the Project Plan
How to create Tasks for a Project This section shows how to create tasks for a Project in Progressus, including adding Task Lines, defining task details, and organizing the Project structure. It helps users build the work breakdown needed for planning, budgeting, and execution. How to create Tasks for a Project
Manage Project Budgets This article explains how to set up and manage Project Budgets in Progressus, including defining Budget lines, tracking costs and revenue, and monitoring Budget performance. Manage Project Budgets
Invoicing Projects This article outlines how to invoice Projects in Progressus, covering the steps to create invoices, review billable entries, and process project billing. Invoicing Projects
Sales Retention Invoicing This article explains how Progressus calculates sales retention during Project invoicing, including how retention amounts are determined and applied to customer invoices. Sales Retention Invoicing
Subscription Billing This article provides an overview of Subscription Billing in Progressus, explaining how to set up subscription plans, manage recurring invoices, and automate billing cycles. It helps users streamline ongoing billing for Project‑based or repeatable services. Subscription Billing
Subscription Billing with Revenue Recognition Subscription Billing with Revenue Recognition
Subscription Periods This article describes how Subscription Billing works with Revenue Recognition in Progressus, including how revenue is scheduled, recognized, and aligned with recurring billing cycles. It helps users ensure accurate financial reporting for subscription‑based services. Subscription Periods
Subscription Order Types This article explains the different Subscription Order Types in Progressus and how each one controls billing frequency, pricing, and renewal behavior. It helps users choose the right Order Type for managing their subscription-based services. Subscription Order Types
Deferral Templates This article explains how Deferral Templates are used in Subscription Billing to automatically spread revenue over a defined schedule. It helps users ensure revenue is recognized accurately according to their accounting policies. Deferral Templates
Adjust Prices on Subscription Orders Adjust Prices on Subscription Orders
Subscription Description Templates Subscription Description Templates
Work with Subscription Orders This article describes how to create and use Subscription Description Templates in Progressus to standardize the text that appears on Subscription Invoices. Work with Subscription Orders
Record Usage for Projects This article explains how to record Project Usage in Progressus, including entering actual work, expenses, and other Project-related activity. It helps users track real Project costs and progress for accurate billing and reporting. Record Usage for Projects
Order/Invoice - Create Usage This article explains how to create Project Usage from a Sales Order or Sales Invoice in Progressus, allowing you to link sales activity directly to Project costs and consumption. It helps ensure accurate tracking and billing of Project-related items. Order/Invoice - Create Usage
Understanding WIP Methods his article provides an overview of Work in Process (WIP) in Progressus, explaining how WIP tracks project costs and revenue over time. It helps users understand how WIP supports accurate financial reporting and project profitability analysis. Understanding WIP Methods
Key WIP Terminology This article defines key WIP terms used in Progressus and explains how each concept relates to Project costing and Revenue Recognition. It helps users understand the terminology needed to manage and report Work in Process accurately. Key WIP Terminology
Monitor Project Progress and Performance with WIP This article explains how to monitor Project progress and performance in Progressus using tools like KPIs, Task status, budgets, and WIP indicators. It helps users track Project health in real time and identify issues early. Monitor Project Progress and Performance with WIP
Customer Split Billing his article explains how to use Customer Split Billing in Progressus to divide Project or Contract charges across multiple customers or entities. It helps users manage shared billing arrangements and ensure accurate invoicing for each party. Customer Split Billing

Allocations

Topic Description Link
Project Allocations Overview and Setups This article describes how Project Allocations work in Progressus, allowing you to distribute Project costs or revenue across Tasks, Resources, or Dimensions. It helps users ensure accurate financial tracking by spreading amounts according to predefined rules. Project Allocations Overview and Setups

Contracts

Topic Description Link
Contracts Management Contracts Management
Creating and Configuring New Contracts Creating and Configuring New Contracts
Contract Card Contract Card
Invoice Setup Template Setup for Projects and Contract Invoice Setup Template Setup for Projects and Contracts
Creating a Contract Task Template Creating a Contract Task Template
Contracts - Change Order List Contracts - Change Order List
Contracts - Budget Approvals Contracts - Budget Approvals

Subcontracts

Topic Description Link
Subcontractor Management Subcontractor Management
Setting up Project Codes Setting up Project Codes
Designate a vendor as a subcontractor Designate a vendor as a subcontractor
Create and configure Subcontract Card Create and configure Subcontract Card
Create Subcontract Purchase Invoices Create Subcontract Purchase Invoices
Create Change Orders Create Change Orders
Approve Change Orders Approve Change Orders
Make payments to Subcontractors Make payments to Subcontractors
Approve Subcontract Payment Requests Approve Subcontract Payment Requests
Setting up Subcontract Retention Setting up Subcontract Retention
Purchase Retention Invoicing Purchase Retention Invoicing

Inventory Management

Topic Description Link
Inventory Management Inventory Management
Location/Bin Tracking Location/Bin Tracking
Item/Lot/Serial Number Tracking Item Lot/Serial Number Tracking
Project Budget Reservations Project Budget Reservations
Sales Order/Sales Invoice - Create Usage Sales Order/Sales Invoice - Create Usage
Inventory Costs Inventory Costs

Progressus Multi-Company

Topic Description Link
MEM and Progressus Multi-Company Integration Documentation MEM and Progressus Multi-Company Integration Documentation

Progressus APIs

Topic Description Link
APIs Available in Progressus APIs Available in Progressus

Progressus DevOps/Jira Integration

Topic Description Link
Progressus DevOps/Jira Integration Progressus DevOps/Jira Integration
DevOps-Progressus Integration Project DevOps-Progressus Integration Project

Setup pages

Topic Description Link
Setting Up Progressus Setting Up Progressus

Project Setups

Topic Description Link
Project Setup Project Setup
Project Posting Groups Project Posting Groups
Work Types Work Types
Cost Types Cost Types
Project Codes Project Codes
Billing Cycles Billing Cycles
Tax Posting Setup Tax Posting Setup
Project Categories Project Categories
Project Attributes Project Attributes
Items & Expenses Setup Items & Expenses Setup
Item Prices Setup Item Prices Setup
Project Expenses Project Expenses
Expense Prices Expense Prices
Project Expense Posting Setup Project Expense Posting Setup
Credit Card Setup Credit Card Setup
Time Entry in Outlook Time Entry in Outlook
Outlook Add-in for Progressus Outlook Add-in for Progressus

Journal Batches Setups

Topic Description Link
Project Journal Batches Setup Project Journal Batches Setup
Budget Journal Budget Journal
Forecast Journal Forecast Journal
Time JournaLs Time Journals
Expense Journals Expense Journals

Template Setups

Topic Description Link
Project Task Templates Project Task Templates
Create Invoice Setup Templates Create Invoice Setup Templates
Contracts Task Templates Contracts Task Templates
Sales Price Templates Sales Price Templates
Journal Templates Journal Templates
Project Budget Journal Templates Project Budget Journal Templates
Time/Expense Journal Templates Time/Expense Journal Templates
Forecast Journal Templates Forecast Journal Templates
Project Templates Project Templates
Sales Price Update Templates Sales Price Update Templates
Resource Journal Templates Resource Journal Templates

Budget Setups

Topic Description Link
Budget Versions Budget Versions
G/L Budget Integration Setup G/L Budget Integration Setup
Pipeline Pipeline

Processing pages

Billing Processing

Topic Description Link
Suggested Billing Suggested Billing
Create Project Invoices Create Project Invoices
Invoice Suggestion List Invoice Suggestion List
Hour Bank Post G/ Hour Bank Post G/L
Percent Complete Billing Percent Complete Billing
Scheduled Billings Processing - Scheduled Billings
Milestone Processing Milestone Processing

Time & Expense Processing

Budget Processing

Topic Description Link
Update G/L Budget Update G/L Budget
Project Budget Approvals Project Budget Approvals

WIP Processing

Topic Description Link
Understanding WIP Methods in Progressus Understanding WIP Methods in Progressus
Monitor Project Progress and Performance with WIP in Progressus Monitor Project Progress and Performance with WIP in Progressus

Sales Price Updates Processing

Topic Description Link
Sales Price Maintenance Journal Sales Price Maintenance Journal
Update Prices from Template Journal Update Prices from Template Journal
Transaction Maintenance Journal Transaction Maintenance Journal

Reports

Topic Description Link
Resource Reports Resource Reports
Project Reports Project Reports