Help centre · Projects
Monthly Progress Report
Open this screen in Saral/projects/progress?section=report
The month's progress report, generated from the team canvas and the registers — steps done per lane, package months, instructions, drawings, design notices, programme dates — so nobody retypes a number. Each team writes only its own section's words; a figure Saral cannot source says 'not recorded', never zero.
You enter
- Your own section's narrative — the paragraph your lane owns (Design, Procurement, Site, Commercial, Programme, the Director's summary and risks). Everybody else's section is read-only to you.
- A confirming save on an overnight draft: on the 1st–3rd of the month Saral drafts a templated sentence from the figures for any section nobody has written; it stays marked Draft until a person edits and saves it.
Saral fills in
- Every figure, with its source: the canvas (steps done, waiting, overdue per lane; QA hold points; blocker chains), the package months (applications received, assessed, notices issued, paid), the instructions (count, priced / unpriced, value), the drawings (issued, status A/B/C, late against a planned date), the Design Desk (DPNs, NODs, open client comments), the packages' programme dates (slips against the main-contract dates) and the progress assessments.
- The lane's canvas mini-bar on each section, so the words sit beside the progress they describe.
- 'Still owed' — the sections whose words are empty, with the lane that owes them.
- Word (with the group letterhead), Excel (live formulas over the section sheets) and PDF (rendered from the Word) on demand.
It produces
- The monthly progress report the client's meeting reads — one document the whole team paints, each in their own lane.
- A record, per month, of what each team said — the narratives are kept per project and month, never overwritten by a draft.
What this page is for
The monthly progress report used to be typed by ten people, each their own section, each retyping figures from a register. Here the figures are read from what Saral already holds and only the words are typed — by the team whose lane owns the section. The report is the same shape as the Master document: Executive summary, Design, Procurement, Construction / Site, MEP, Commercial, Programme, Risks & issues, Photos.
Where the figures come from
Every figure names its source beside it. The canvas gives steps done, waiting and overdue per lane and the QA, blocker and month-end chains; the Subcontracts registers give applications, notices and the programme dates on each package; Valuation gives the instructions; the Design registers give drawings, their status and planned dates, DPNs and open client comments; Progress gives the month's assessments. A register Saral does not hold (GDNs, a blockers register, the photo set, H&S, labour) reads 'not recorded' or 'no register' so the team types it in the words.
Who can do what
Anyone who can open Progress reads every section and downloads the pack. Writing a section's words takes that section's lane key — the same keys that mark the lane's canvas steps — or the Owner. The box says which lane edits it when it is not yours.
The overnight draft
On the first three days of a month Saral drafts, for each empty section of last month's report, a plain sentence from the figures it sourced — rules, not AI, and never a number the registers did not give. The draft is marked and counts as owed until somebody edits and saves it. A section a person has written is never touched.
Where next
Read the Programme for the dates behind the slips, the CVR Report for the money behind the commercial figures, and the Package canvas for the steps the report says are overdue.
Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.