How can I use the ProPay Status Report to manage my projects effectively? 💼

This article explains how to use the ProPay Status Report in Protiv to track project progress, identify bottlenecks, and ensure timely completion.

The ProPay Status Report in Protiv is a valuable tool for project managers. It provides a real-time snapshot of the status of each ProPay, allowing you to monitor progress, identify potential issues, and take corrective action.


Understanding the Report
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The ProPay Status Report includes the following information:

  • Worker Name: The name of the employee assigned to the ProPay.

  • ProPay: The name or ID of the ProPay.

  • Job: The name of the job associated with the ProPay.

  • Hours: The number of hours worked on the ProPay so far.

  • Bonus: The amount of the bonus earned (if any).

  • Status: The current status of the ProPay (Pending, Started, Complete, Approved, Closed, or Canceled).


Using the Report for Project Management
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  1. Track Progress: Monitor the status of each ProPay to see which jobs are in progress, which are complete, and which are pending approval or payment.

  2. Identify Bottlenecks: If a ProPay is stuck in "Started" status for an extended period, it could indicate a bottleneck in your workflow. Investigate the issue and take steps to resolve it.

  3. Prioritize Tasks: Use the report to prioritize tasks and allocate resources effectively. Focus on completing ProPays that are in "Started" or "Complete" status to keep your projects moving forward.

  4. Communicate with Your Team: Use the ProPay Status Report to communicate with your team about the progress of each job. This can help ensure everyone is on the same page and working towards the same goals.


💪🏼 Pro Tip:
Set up custom notifications to alert you when a ProPay changes status. This way, you can stay on top of your projects and address any issues promptly.