Manage Claims

As a Head Contractor Progress Claim Approver, use the Manage Claims page to track claim approvals. Approvers can also use this page to approve or modify Subcontractor claims.

Notes:

The Approver roles are assigned on the Manage Project Users page (and optionally the Project Approval Rules page) during Project Setup. See the User Roles for Head Contractors and Manage Conditional Approval on a Project topics.
Approvers see the action to Apply Serial Approval on the Project Home and the Project Home pages.

Working with the Manage Claims Page

Serial Approval Scenarios for Head Contractors

Approving Progress Claims

Workflow for Serial Approval on Payment Applications Bypassing Electronic Witnessing

Submitting a Subcontractor Progress Claim without Subcontractor Participation

Entering a Progress Claim for a Subcontractor on Specified Billing

Modifying Subcontractor Progress Claims

Requesting Statutory Declarations for a Period

Navigate to the Manage Claims Page