Tagged Items are used to track the physical completion of work using a series of progress gates. Progress is tracked by recording the date by which work on a Tagged Item is completed, passing a milestone gate.

• Tagged Items represent unique physical items (such as piles, pumps, valves, etc.), and are imported into SYNCHRO Perform via a CSV file.
• Though Tagged Items are associated with a Register, they can appear on multiple Registers, such as a Procurement Register and an Install Register.
• Every Tagged Item on a Register is associated with an Activity.
• Activities must have tagged_item_labour or tagged_item_quantity in their Earned Value Method (EVM) to allow Progress to be recorded via a Tagged Item Register, however this is generally configured during the setup of a project with SYNCHRO Perform .
• Tagged Item Registers are typically set up during a project's early stages, however edits and modifications may sometimes be required.
• This guide will discuss the various methods of recording Progress against an Activity by updating its Tagged Item Register, how to access the Tagged Item Register via an Activity, and how to export Tagged Item Registers.
  

Tagged Item Progress Entry - Register

1. Click on Progress > Tagged Items.
2. Click on a name in the Register column to open a Tagged Item Register.
   
3. Click on either Finish or the  icon to update, then select a date.
4. To remove a date, click on Clear.
5. Click Filters, enter filters as needed, then click Filter to view specific Items.
6. Use the Search box to search entries.
   If two or more words are entered, the result will include any occurrence of either word,
   or parts thereof.
   The Search box can also search results after they have been filtered.

Tagged Item Progress Entry - Work Inspector

1. Click on Activities > Work Inspector.
2. To filter groups of Activities or Events, click on Filters, enter parameters as needed, then click Filter, or search for individual Activities or Events by entering their name in the Search box.
   
3. Click on the amount in % complete to open the Tagged Items Register for an Activity.
   The Activity must have tagged_item_labour or tagged_item_quantity in its Earned Value Method column.
4. Click on either Finish or the icon to update, then select a date.
5. To remove a date, click on Clear.

Tagged Item Progress Entry - Activities

An individual Activity’s Tagged Item Register can also be accessed via the Activity itself.

1. Click on Activities > All Activities.
2. Filter by the relevant category, then click on a chosen activity.
   This opens the Activity’s page:
   
3. Click on Progress in the menu bar to view the Activity’s Tagged Items Register.
4. Click on either Finish or the  icon to update, then select a date.
5. To remove a date, click on Clear.

Export/Import Tagged Item Register

Tagged Item Registers can be exported as a collection, or as individual registers for use in reporting and
as general progress records for a project. Individual register exports can also be updated and reimported.

1. Click on Progress > Tagged Items.
2. To export all Registers, click on Export All, then click on the Download link that appears*.
3. Alternatively, to view and/or export an individual Register, click on a chosen Tagged Item Register.
   
4. Click CSV to download a CSV file of the Tagged Item Register.
   If filters are applied, all Items will still be exported.
5. Once a file is exported, it can also be edited and imported. To import, click on Choose File, select a CSV file, then click Upload.
6. Select from the Import Options as needed, then click Import to upload the new Register, or Cancel to leave.
   A message will display if errors are found in the file; resolve these errors then reupload as needed.

Note: Subcontractors can only view and export Tagged Items associated with Activity shared with them; the Export All function is not available to Subcontractors.