On-System Supplier Period Management Overview

Set up Sub-Tier Subcontractors and Suppliers directly to eliminate the need for joint cheques. As a Prime Subcontractor you can set up Sub-Tiers. Sub-Tiers submit progress claims and statutory declarations/subcontractor statements. In return, they can receive direct EFT payment from the Head Contractor or Owner.

Claims Process and Progress Claim Steps

The Head Contractor (HC) initiates the period and invites all billing participants. Billing participants are those who have confirmed that they are participating in the project.
Subcontractors included in the period receive an email notification.
Sub-Tier Subcontractors and Suppliers submit signed progress claims, signed statutory declarations, and appropriate legal documents.

Tip

When the Head Contractor opens a period, you can add a Sub-Tier Subcontractor or Supplier.

See Manage Period Participants for Subcontractors.

Want to automatically include your Sub-Tiers in all period you are in?

Select the All subcontractors included in periods by default project setting.

See Project Settings for Subcontractors.

Approve (or Modify) Progress Claimes: Review and approve or reject Sub-Tier Subcontractor and Supplier progress claims.
See Manage Progress Claims for Subcontractors.
View Uploaded Files: Upload additional documents to the progress claim (for example, certified payroll, photos of material stored).
See Attachments for Subcontractors.
- Users can mark an attachment Classified in order to limit which Subcontractor roles can view it.
- All users can see uploaded files.
Enter Progress Claim: Enter your progress claim.
See Submitting a Progress Claim for Subcontractors.

Note: If your on-system Sub-Tiers are billing, you must approve their claims before you submit yours to the Head Contractor.

Optional Steps

Review Progress Claim Control Log: See the timeline of submissions, modifications and approvals for a Sub-Tier's progress claim.
Print Period Documents
Export Subcontractor Progress Claims
Track Sub-Tier Compliance
See Sub-Tier/Supplier Compliance.

Manage Period Participants for Subcontractors

Manage Progress Claims for Subcontractors

Next: Manage Period Participants for Subcontractors