Billing by Units

If your project uses the Unit Price Billing project setting, you can enter your progress claim line using units and quantities instead of dollar amounts. Some specialised claim formats require Unit Price Billing.

See Choose Project Settings.

See Recording Progress for Head Contractors for steps to enter a claim using dollar amounts.

To bill by units on the Enter Progress Claim page:

Navigate to your Billing Workflow
- From the Tasks tray in the header, choose the Enter Billing link with the correct draw number.The link name will change depending on your workflow step.
- From the Project Home Page or Tasks page, choose the Enter Billing link with the correct draw number. The link name will change depending on your workflow step.
  If the period has previously been rejected, the link will read Re-enter Progress Claim.
Select the Progress tab.
From the Table View drop-down menu, select Unit.
The following additional fields display to reflect unit price billing:
- Unit of Measure
- Unit Price
- Scheduled Qty
- Previous Qty
- Qty This Period
- Materials Qty This Period
- Qty Completed to Date
Enter billing amounts:
1. Choose a line to bill against.
2. In the Qty This Period column, enter a quantity.
  - Amounts in the % Complete, Work Period, and Qty Completed To Date columns automatically update once the amount billed is entered.
  - Retention This Period automatically calculates based on the contract's default percentage, which is selected by the Head Contractor.
Select the Save & Continue button to progress to the next tab in your billing workflow.

Next: Adding an Attachment as a Part of Your Billing Workflow