Submitting a Subcontractor Progress Claim without Subcontractor Participation
Under certain circumstances, as a Head Contractor, you may need to submit, approve, and disburse payment for a Subcontractor progress claim without Subcontractor involvement. Use the Bypass subcontractor signature on progress claim contract setting to remove the need for a Subcontractor to sign a progress claim as part of the Specified Billing workflow.
To modify and approve a Subcontractor progress claim without needing a Subcontractor signature:
- From the Subcontracts menu at the top of any project page, select Subcontract Listing.
The Subcontract Listing page displays.
- From the Subcontract Listing page, select the edit link for the subcontract belonging to the Subcontractor whose billing you will control.
The Contract Maintenance page displays.
- From the Contract Maintenance page, select the Edit Settings button.
- Select the Use Specified Billing setting.
- Select the Bypass subcontractor signature on progress claim setting.
- Select the Save Changes button.
- Initiate a period, and include the Subcontractor.
- From the Project Home, Period Home, or Tasks page, select the Specify Progress Claim <subcontract name> (<contract>) for Period link for the organisation on specified billing.
The Enter Progress Claim page displays.
- On the Enter Progress Claim page, enter billing amounts manually, or load them from a file.
- Select the Save & Submit button.
- The progress claim status changes to Received on the Manage Progress Claims page.
- You can now modify and approve the progress claim so you can generate a payment schedule.
Last Published Wednesday, July 10, 2024