Sub-Tier Rollup on Progress Claims Overview
As a Prime Subcontractor you can set up Sub-Tier Subcontractors and Suppliers directly.
Sub-Tier Progress Claim Lines in the your Billing Workflow
On-system Sub-Tier lines are rolled-up into the Subcontractor's progress claim. If a Subcontract is included in a line, the line is expandable. An expand symbol will display in the first column in the claims table. When expanded, the component will include a line with your self-performed billing details and a line for contracted billing totals. Select the Contracted link to open a dialogue box with more details on Sub-Tier billing amounts. Beneath the table, there are three additional lines:
- Total line: The amount to be included in the claim to the Head Contractor.
Note: Approved Sub-Tier claim amounts are included on the Total line. When you enter claim amounts on the Self-Performed line, the Total amounts are updated.
- Self-Performed Line: A line the Subcontractor can bill against, indicated by the Subcontractor's name (the difference between the Sub-Tier line and the total).
Note: Enter claim information on the Self-Performed lines.
- Contracted Line: A line that shows the Sub-Tier Subcontractor's billing, indicated by the Sub-Tier's name, a link to the Subcontract, and the Subcontract value and approved claim amounts. You can access this information in the dialogue box.
Note: You, as the Prime Subcontractor, cannot edit the Sub-Tier lines in your Billing Workflow.
Last Published Monday, February 5, 2024