Assign Claim Codes
Set up Claim Codes to sort, group, and subtotal lines on system-generated progress claims.
The ability to use Claim Codes depends on which documents the Head Contractor chose under Document Settings on the Project Settings page. Head Contractors can contact their Textura Administrator for help with document settings.
There are three ways to assign progress claim codes once they are set up:
- Use the Assign Claim Codes page
- Export and Import Progress Claim Codes (Head Contractors only)
To export, use the Download button on the Assign Claim Codes page. To import, use the Upload button.
- Use the Edit Code Hierarchy page.
The Assign Claim Codes page contains two tabs:
- Grouping: Assign progress claim codes to a budget line.
- Accounting: Edit individual records.
Last Published Wednesday, July 10, 2024