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Progress Tab for Subcontractors

Configuring Subcontractor Unit Billing

If your project uses Unit Price Billing, you may enter a claim in units and quantities instead of dollar amounts. Some specialised claim formats require Unit Price Billing.

From the Table View drop-down list, select the Unit option to view additional fields in the claim table:

• Unit Price
• Unit Name
• Scheduled Qty (Quantity)
• Previous Qty (Quantity)
• Qty (Quantity) This Period
• Material Qty (Quantity) This Period
• Qty (Quantity) Completed to Date

1. 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 Progress tab will display first for most users beginning the claim process.
   • If a project allows stored material tracking, this will be the second tab in the claim process.
   • If the current period does not allow progress billing, you will not see this tab.
2. Enter billing amounts:
   1. Choose a line to bill against. The selected field will have a darker border than the other cells in the table.
   2. In the Work Completed This Period Qty 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.
3. Select the Save & Continue button to progress to the next tab in the billing workflow.

   Note: The claim is not submitted for payment until it is signed. Final claims must be signed by the Subcontractor in order to be included in a period.

Next: Claiming with Specified Billing and Advance Billing

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Last Published Wednesday, July 10, 2024