Updating Account Progress Using the Mobile Field Account Progress Entry Smartphone Application

To update account progress entry for an account:

1. Open the application by tapping the Acct Progress icon on your device, and then log in.

   See Logging In to Mobile Enterprise Applications

2. From the Field Account Progress home screen, enter the job number in the Enter Job Number field and then tap the Search button.

   The system displays the list of records based on your search criteria.

3. If you do not know the job number, or if you want to enter additional search criteria to narrow your search results, tap the filter button.

4. In the Filters pane, the values for Cost Code, Cost Type, and Level of Detail are populated based on the default information that is set up in the processing options in the version of the Cost Code Schedule (P51901) program. You can leave these values as they are, override them, or clear them to meet your search needs. You can also enter the job number in the Filters pane or search for the job number by description. Tap the Apply button. When you tap the Apply button, the system:

   • Takes you to the list of cost codes that are displayed based on your filter values.

   • Saves the filter values that you entered. The system displays the saved filter values the next time you open the filter screen.

   To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:

   • Takes you to the cost code list associated with the last saved filter values, if applicable.

   • Ignores the filter values that you entered, and restores the last saved filter values to the filter fields.

   To delete all filter values you specified, and to enter new filter values, tap the Clear button.

5. The system returns you to the Field Account Progress screen with a list of records that meet your search criteria.

   Tap any record in the list to review the details for that record.

6. The system takes you to another Account Progress screen, with the job and cost code details displayed in the header. If the selected record includes a subledger, that information is also displayed in the header.

   

   To enter a subledger, tap the Subledger button at the bottom right of the screen, select a Subledger type and enter a subledger value, then tap Apply. Note that the subledger is added to the header. Entering a subledger is optional.

7. In the Account Progress screen, you can perform these steps to update cost code details:

   • Update the Actual Units field.

   • Update the Percent Complete field.

   • Update the Force Units by entering an incremental value in the Force +/- Units field. When you enter a value in this field, the system updates the Force Total Units value automatically by adding the force units to the previous force total units.

   • Update the Force Total Units field. When you enter a value in this field, the system updates the Force +/- Units value automatically with the incremental difference between the previous force total units and the new force total units.

   • Update the Reference field. The default value is based on the processing option settings from the selected version of the P510212.

   • Update the Explanation field. The default value is based on the processing option settings from the selected version of the P510212. If the processing option is blank, the default value is Field Progress Entry.

8. Tap the Save button at the top right of the screen.

9. To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.