Initiating a Period

To initiate the period process:

Navigate to the Initiate Period Page
From the Initiate Period page, if required, modify the period number. This option is available only for the first period. Following periods are numbered sequentially.
(Optional) Enter the period name. The period name displays alongside the period number on customised documents.
Enter the Period From, Period to, and the Period Due Date either manually by entering a date or choose the Calendar icon to select a date from a calendar dialogue box.
Note: Both Period From and Period To dates appear on progress claim documents.
Choose to filter participants by Organisation Details or Contract Details. For detailed instructions on filtering, see the Filtering Participants topic.
From the Participate in Period? column, invite participants to the period by either selecting individual tick boxes to invite specific Subcontractors, or select the Select All tick box to invite all displayed participants.
Note: Subcontractors who have not confirmed their contracts cannot be included in the Period.

See Manage Period Participants for Head Contractors to add a contractor to a Period later.
From the drop-down in the Progress Claim Option column header, select a Progress Claim Option to apply to all selected participants. Use the drop-down in an organisation's row to choose a Progress Claim Option for a single participant.
Select Save and Notify Selected Participants.
- A Status page confirms the claim initiation is in progress and selected participants will be notified.
- Choose the here link to navigate to see the period initiation status on the Manage Period Participants page.
- Until the period initiation process concludes, a Period Initiation in Progress link displays under:
  - The Period Actions section of the Period Home Page
    See Period Home Page for Head Contractors.
  - The Open section of the Project Home Page.
    See Project Home for Head Contractors.

Next: Retention Control Overview