Claims Process Overview

The system helps in the exchange of documents and information between Head Contractors, Subcontractors, Suppliers, Owners/Developers, and other participants in the construction process.

Period Process and Claim Submission Steps

The Head Contractor opens a period and invites participants. The system sends an email notification to prompt Participants to enter a progress claim. An Enter Billing Details project action displays on the Project Home page.

  1. Receive an email notification of the open claims period, or select the Enter Billing Details link on the Project Home page.
  2. Optional: Manage Sub-Tier Claims:
    1. Add Period Participants: Invite your on-system Sub-Tiers to the period.

      See Manage Period Participants for Subcontractors

    2. Approve Sub-tier Progress Claims: Review, modify and approve Sub-Tier progress claims.

      See Manage Progress Claims for Subcontractors.

  3. Optional: Request Variations: Submit a request to your Head Contractor for a new variation.

    See Request Variations Tab.

  4. Enter Progress Claim: Enter your claim in the Billing Workflow.

    See Submitting a Progress Claim for Subcontractors.

    1. Depending on project configuration, you may be prompted to View/Edit Potential Variations for the current period.

      See View/Edit Potential Variations.

    2. Depending on Head Contractor document requirements, you may also need to enter Sub-Tiers or Review Potential Variations.

      See Recording Payments Made to Sub-Tiers or View/Edit Potential Variations.

      Note: This does not submit your progress claim.

  5. Generate Claim Documents: The system will create your progress claim and supporting documents based on the data entered in Step 4.

    See Reviewing your Billing and Proceeding to Signing for Subcontractors.

  6. Sign Claim Documents: Verify the claim documents have the correct information and values, and apply your electronic signature to send the claim to the Head Contractor.

    See Signing Documents for Subcontractors.

  7. (Optional) Print Period Documents: Print a single period document or a group of period documents, including claims, statements and statutory declarations, and payment schedules once signed by the Head Contractor.

    See Print Period Documents.

  8. (Optional) Review Attachments: View files uploaded by Sub-Tiers or attach supporting documents for your claim to the Head Contractor.

    See Attachments Page for Head Contractors.

The Head Contractor reviews and approves your progress claim. After this, you will receive an email notification with a link to your payment schedule.

Head Contractor Actions

Close Period: The Head Contractor may enforce claim submission deadlines by closing the period.