Hello Community,
When it comes to progress tracking there could be multiple purposes.
If it is T&M work type project logically tracking the completed quantity of the cost budget makes sense. In T&M scenarios we either bill the cost we incur plus a fee, or we keep track of units and invoices as per the set rates. So, it makes sense to assume the production quantity and cost budget unit of measure are usually the same. For example, we spend 10 HOURS on a given Project Cost Budget that may cost us $500 but we track the 10 hours with the same unit of measure, but we invoice let say $600. This is just one scenario out of other various scenarios in practice.
Now assume we have a project that at least one of its Revenue Budget lines is Unit Rate. Assume it is a land clearing project, so we are paid for this Revenue Budget line by Acre. Although this is Just one pay item entered into our Project Revenue Budget, there could be multiple Project Cost budget making up this pay item. For example in the cost level we have Labor cost that want to track employee hours and costs, Equipment that we want to track time and cost as well, we use supplies that we only track costs, we have subcontractors … and so on but what matters for management to see in addition to the detailed costs and units, is 1) how much does it cost to clear site A and 2) how many acres did we cleared each day so we can compare different sites performance and of course bill accordingly. For this scenario to function we should be able to enter progress quantity for the billing items (which are translated to Revenue Budget in Acumatica)
Not sure why but Acumatica Progress Worksheet is only set to collect Completed Quantity only for the Cost Budget that really has very limited use case.
Long story shot Progress Worksheet should track “Output” Completed Quantity not “Input” completed quantity in a general sense. Input quantities are already entered if needed and tracked through AP, Payroll, Equipment, Subcontract …
I looked into the ProgressWorksheetEntry graph and PMProgressWorksheetLine. They both point at PMCostBudget and PMAccountGroup of type expense. Considering all is pointing at Cost inherited class from PMBudget it is hard if not impossible to override the system behavior.
The only option we have thought that might work is to setup a Quantity Tracking Cost Budget Line, but it inflates the number of budget lines unnecessarily and open rooms for data entry error.
Has anyone come across this issue and if yes how possibly have you addressed it? Any input is appreciated.