Troubleshooting

This guide covers common issues and their solutions.

Cannot Edit Budget Lines

Most Common Issue!

Symptoms:

• Budget lines appear as read-only text

• Cannot click fields to edit

• No “+” button to add lines

• Changes don’t save

Solutions:

1. Verify your user role:

   • Your account must have the Job Cost Manager role to edit budget lines

   • If you only have the Job Cost User role, you will have read-only access

   • Contact your system administrator to update your role if needed

   • After your role is changed, log out and log back in

2. Clear Browser Cache:

   • Press Ctrl+Shift+Delete (or Cmd+Shift+Delete on Mac)

   • Clear cached images and files

   • Close browser completely

   • Reopen and log in again

3. Check Company Access:

   • Verify you are viewing a project that belongs to your company

   • Ask your administrator to confirm your “Allowed Companies” setting

Cannot Approve Change Orders

Symptoms:

• “Approve” button is missing or grayed out

Solution:

You need the Change Order Manager role to approve change orders. Contact your system administrator to update your permissions, then log out and back in.

Cannot Create Invoices from Milestones

Symptoms:

• “Create Invoice” button missing

• Milestone shows “Ready” but cannot bill

Solution:

You need the Billing Manager role. Contact your system administrator to update your permissions.

Can Only See Some Projects

Symptoms:

• You cannot see all company projects

• Projects disappear from the list

Solutions:

1. Request a role upgrade: Users with the basic “User” role can only see projects they are following. A “Manager” role grants visibility to all company projects.

2. Ask to be added as a follower on specific projects:

   • The project manager can open the project

   • Click the followers icon (top right)

   • Add you as a follower

Cost Tracking Issues

Committed Cost Not Updating

Symptoms:

• Created a purchase order linked to a job cost line

• Committed cost shows $0

Solutions:

1. Confirm the purchase order:

   • Open the purchase order

   • Click “Confirm Order”

   • Check the status changes to “Purchase Order”

   • Committed cost updates immediately after confirmation

2. Verify the PO line is linked:

   • Open the purchase order

   • Check each line has:

     • Project field filled

     • Job Cost Line field filled

   • Edit and add if missing

3. Check PO state:

   • Only confirmed purchase orders affect committed cost

   • Draft and cancelled POs do not count

Actual Cost Not Matching Bills

Symptoms:

• Posted vendor bills

• Actual cost on budget line doesn’t update

Solutions:

1. Check bill line fields:

   • Open the vendor bill

   • For each line verify:

     • Project field: Select the construction project

     • Job Cost Line field: Select the specific budget line

   • Save the bill

2. Post the bill:

   • Bills in draft do not affect actual cost

   • Click “Post” to confirm

   • Actual cost updates immediately

3. Verify the correct line:

   • Ensure the bill is linked to the correct job cost line

   • Phase and category must match your intent

Warning

Just setting the Project field is NOT enough! You must also set the Job Cost Line field for costs to track properly.

Variance Calculations Wrong

Symptoms:

• Variance doesn’t match manual calculation

• Totals seem off

Checks:

1. Understand the formula:

   Variance = Budget - (Actual + Committed)
   

2. Verify components:

   • Budget: Is it correct?

   • Actual: Are all related bills posted?

   • Committed: Are all related POs confirmed?

3. Remember:

   • Negative variance = over budget

   • Positive variance = under budget

Workflow Problems

Budget Template Not Applying

Symptoms:

• “Generate Budget from Template” button missing

• Template applies but creates no lines

• Wrong amounts in generated lines

Solutions:

1. Button not visible:

   • The button only shows when the project has zero budget lines

   • Delete existing lines first if you want to reapply

   • Or add lines manually

2. No lines created:

   • Open the template

   • Verify it has template lines defined

   • Check percentages add up properly

   • Verify phases and categories exist

3. Wrong amounts:

   • Template uses percentages of total budget

   • Check “Total Budget” entered in the wizard

   • Verify template line percentages

   • Recalculate: (Total Budget x Percentage)

Change Orders Not Updating Budget

Symptoms:

• Approved change order

• Project budget not updated

Solutions:

1. Check change order state:

   • Open the change order

   • Verify state is “Approved” (not just “Submitted”)

   • If stuck, verify you have the required approval permissions

2. Manual budget update:

   • Navigate to the project’s Job Costing tab

   • Manually add budget lines from the change order

   • Or click “Add Budget Line” for each change order line

Daily Logs Not Saving

Symptoms:

• Daily log form closes without saving

• Data disappears after save

Solutions:

1. Fill required fields:

   • Date (required)

   • Project (required)

   • Weather conditions

   • Temperature

2. Check date:

   • Date must be valid

   • Cannot be in the future (if configured)

   • Cannot duplicate an existing log for the same date (if configured)

Data Issues

Duplicate Budget Lines

Symptoms:

• Same phase/category appears twice

• Totals counting double

Solutions:

1. Identify duplicates:

   • Go to Construction > Job Costing > Budget Lines

   • Filter by project

   • Sort by phase, then category

   • Look for duplicates

2. Merge or delete:

   • Keep the line with the correct data

   • Delete the duplicate

   • Or combine amounts and delete one

3. Prevent future duplicates:

   • Delete all existing lines before reapplying a template

   • Avoid manually adding lines that overlap with template-generated ones

Missing Phases or Categories

Symptoms:

• Cannot create a budget line

• Phase/Category dropdown is empty

• “Field required” error

Solutions:

1. Create missing items:

   • Go to Construction > Configuration > Phases

   • Or Construction > Configuration > Cost Categories

   • Click Create

   • Add the missing item

2. Check company:

   • Phases and categories might belong to a different company

   • Create new ones or ask your administrator to assign them to your company

Browser / UI Issues

Buttons Not Working

Symptoms:

• Click buttons, nothing happens

• Forms won’t save

Solutions:

1. Clear browser cache:

   • Ctrl+Shift+Delete (Cmd+Shift+Delete on Mac)

   • Clear everything

   • Close browser

   • Reopen

2. Try a different browser:

   • Chrome/Edge (recommended)

   • Firefox

   • Safari

3. Disable browser extensions:

   • Ad blockers can interfere

   • Disable temporarily

   • Test functionality

Form Fields Not Saving

Symptoms:

• Type in a field, value disappears

• Cannot modify certain fields

Solutions:

1. Check if the field is computed:

   • Some fields are calculated automatically and cannot be edited directly

2. Verify the record is not archived:

   • Check your active filter settings

3. Database lock:

   • Another user may be editing the same record

   • Wait a moment or refresh the page

Mobile Access Issues

Symptoms:

• Forms too wide for mobile

• Buttons too small to click

Solutions:

1. Use the Progrid mobile app:

   • Better mobile experience

   • Download from your app store

2. Use landscape orientation:

   • Rotate to landscape for wider forms

   • Pinch to zoom on specific areas

3. Use simplified views:

   • Use list views instead of forms

   • Use kanban views for better mobile UX

Getting More Help

Before contacting support:

1. Read the relevant documentation sections

2. Review this troubleshooting guide

3. Consult the workflow documentation for your specific use case

When reporting issues, include:

1. What you were trying to do

2. What happened instead

3. Steps to reproduce the problem

4. Screenshots of any error messages

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Last Updated: 2025-10-31

If your issue isn’t covered here, please report it so we can improve this guide!