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:

  1. From the Subcontracts menu at the top of any project page, select Subcontract Listing.

    The Subcontract Listing page displays.

  2. 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.

  3. From the Contract Maintenance page, select the Edit Settings button.
  4. Select the Use Specified Billing setting.
  5. Select the Bypass subcontractor signature on progress claim setting.
  6. Select the Save Changes button.
  7. Initiate a period, and include the Subcontractor.
  8. 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.

  9. On the Enter Progress Claim page, enter billing amounts manually, or load them from a file.
  10. 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.