Submitting a Progress Claim for Subcontractors

Before You Begin

Approve Sub-Tier claims before entering your own claim. If you save and submit your claim to the Signer before approving them, the Sub-Tiers will be excluded from the draw.
Note: Advanced Billing allows you to bill for a Sub-Tier's costs before you receive the Sub-Tier's invoice.
See Working with your Billing Workflow for Subcontractors for a high-level overview of the tabs and options you may see.

Submitting Your Progress Claim

The Billing Workflow guides you through the steps required to submit your claim to a Head Contractor. Available tabs and options are based on project and document settings chosen by the Head Contractor. You can move back and forth between workflow tabs until you proceed to the signing process.

To submit a progress claim to your Head Contractor:

Navigate to your Billing Workflow for Subcontractors
- The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.
  Notes:
  - The Enter Billing Details task remains available until the progress claim is signed.
  - The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
- If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Claim link on the Tasks, Project Home, and Period Home pages.
The first tab you see depends upon project and period settings. Most users will see the Progress tab, unless the project tracks stored material usage.
Conditional based on project settings. When applicable, use the Stored Materials tab to enter details of materials you stored during the current period. When finished, select Save & Continue.
Enter progress billing on the Progress tab and select Save & Continue.
Use the Retention tab to view or bill for retention values. When finished, select Save & Continue.
Conditional based on document settings. Use the Record Sub-Tiers tab to record billing amounts made to Sub-Tier Subcontractors. When finished, select Save & Continue.
Conditional based on project and document settings. When applicable, use the Additional Information tab to capture hours worked or drug test certifications. When finished, select Save & Continue.
Use the Review tab to review your progress claim totals and sign documents before sending your claim to the Head Contractor for approval.
The Next Steps dialogue box confirms you successfully signed the claim documents and lists your outstanding tasks.

Next: Navigate to your Billing Workflow for Subcontractors