On the 15th of each month, create a report of which projects should be reviewed for progress billing.

Open the Project module, select #Work Preparation

From the Favorites pull-down menu, select 'Continuation Sheets'

Click the View List button on the right

Click the Export All button on the left, next to the Create button

From your local Downloads directory, open the spreadsheet

Delete unnecessary columns, leaving only the Title and the Customer colunns

Add new row at top of list, and enter name of month and the word 'Billing'. (ex: December Billing)

Adjust column widths so all data is displayed on one line

Print and save a PDF of this report for reference

Provide a copy to each person named on the report

Follow up with each person 48 hours later for their completed Continuation Sheets