Setup Claim Codes

Use the Setup Claim Codes page to set up claim codes to sort, group, and subtotal lines on the claim on the application. The ability to use these codes depends on which documents the Head Contractor chose under the Document Settings section of the Project Settings page.

Progress Claim Codes allow you to sort, group, and subtotal WB lines on the claim.
For example:
- Choose to sort all of the General Conditions lines at the beginning of the claim document and all the Variation lines at the end.
- Group WB lines by specific divisions such as Division 16: Electrical, Division 20: Plumbing, etc.
- Use Progress Claim Codes to subtotal groups of WB lines.
Breakout Codes allow you to create multiple progress claim documents for each period.
For example:
- Create two Breakout Codes, one to generate one claim document for material, and one for labour (a third document will be generated for the overall project).
- Create a Breakout Code for each purchase order to generate separate documents to match.
Handling Codes are created to pull specific information into customised progress claim documents.
Contact Oracle Support for help with Document Settings.

See Choose Project Settings.

Setting Up Claim Codes

Setting Up Breakout Codes

Setting Up Handling Codes

Navigate to the Setup Claim Codes Page