Working with the Manage Claims Page
The Progress Claims page shows all the Subcontractors who were invited to submit a progress claim for a period.
- Search: Enter a word or phrase to filter the progress claims shown in the Progress Claims Table. You can search by multiple constraints by pressing Enter after each input.
For example: In the Search field, type a Subcontractor's name, press Enter, and then add a progress claim number.
- Quick Filters: Select a predefined filter to limit results in the Progress Claims Table by My Approvals, Status Received, or Contract Billed Percent Under 100%.
- Classic View: Access the old Manage Progress Claims page. This page will remain accessible for a limited amount of time while users familiarize themselves with the new workflow.
- Approve: Approve a selected progress claim from the Progress Claims Table.
Reject: Reject a selected progress claim from the Progress Claims Table.
- More Actions Menu:
- Unlock: Only available when the Progress Claims Table includes at least one locked progress claim. Choose a locked progress claim and then select Unlock to allow the Subcontractor to edit their progress claim.
- Send Claim Reminder: Choose a progress claim from the Progress Claims Table and select Send Claim Reminder to email a warning about a period closing to the Subcontractor.
- Send Claim Reminder All: Send an email warning about a period closing to all Subcontractors with progress claims in an Awaiting status.
- Export: Select this option to open a Print & Export options drawer from which you can download a copy of the page in a CSV file format. If you want to save a copy of the page as a PDF or print it, you can select the Open Print Preview button from the drawer.
- Columns: Opens a Columns drawer. From the drawer, you can select columns to include in the Progress Claims Table and reorder your included columns.
Note: The Organisation, Status, Contract, and Edit columns are always included and you cannot reorder them.
- Progress Claims Table:
- Organisation: The name of the organisation associated with the progress claim.
- Status: The status of the progress claim.
- Awaiting: Progress Claim has not been received.
- Received: Progress Claim has been received and can be approved or rejected.
- Modified: Progress Claim has been received and modified but has not been rejected to the Subcontractor yet.
- Rejected: Progress Claim has been rejected and the Subcontractor has not resubmitted.
- Approved: Progress Claim has been approved.
- Rejected (Locked): Progress Claim has been rejected, modified, and locked.
- Contract: The contract number associated with the progress claim. Select the contract number to navigate to the Contract Status page where you can view contract details.
- Edit: Navigate to the Modify Billing Details page where you can edit the Subcontractor's progress claim details. If you edit the progress claim, the Subcontractor will need to review those changes and approve them before you can proceed with the progress claim approval process.
- Progress Claim Number: A unique number assigned to the progress claim by the Head Contractor or their accounting system. Select the progress claim number to navigate to the Progress Claim Control Log.
- Approval Method: Displays the approval method your organisation must use to approve or reject the progress claim. Approval methods include standard, parallel, and serial approval. Serial and parallel approvers can select a link to view the Progress Claim Control Log.
- Specified Billing: Shows whether a progress claim uses specified billing. When a contract uses specified billing, the Head Contractor creates and edits the progress claim and the Subcontractor either approves or rejects their recorded billing.
- Final: Indicates whether the Subcontractor has submitted the final pay application for a project. If you reject the progress claim, the system removes the checkmark from the its Final Progress Claim cell.
- Attachments: Shows the number of attachments linked to the progress claim. Select the number to navigate to the Attachments page.
- Documents: Shows the number of documents attached to the progress claim. Select the number to open a drawer. From the drawer, you can preview a document or navigate to either the Progress Claim Control Log or the View Claim Request page.
- Work Breakdown: The current value of the contracted line items.
- Work Completed Previous: The sum of work completed prior to this period period.
- Work Completed This Period: The sum of work completed this period and material presently stored.
- Material Stored This Period: The dollar amount of material stored between the period Period From and Period To dates for this period.
- Total Completed and Stored to Date: The dollar amount of material stored prior to this period period.
- Completed %: The percentage of work completed in the current period and across all previous periods.
- Balance to Finish: The amount left to bill on the contract (the total amount of work outstanding on the contract).
- Retention Held This Period: The dollar amount of the organisation's billing held as retention for the current period.
- Retention %: The percentage of the organisation's billing held as retention for the current period.
- Retention Previously Held: The total retention held in prior periods.
- Retention Requested This Period: Total amount of retention requested this period period.
- Net Progress Claim: The total progress claim value minus retention.
- Date Submitted: The date the organisation submitted the progress claim for approval.
- Date Approved: The date the Head Contractor approved the progress claim.
- Date Claim Reminder Sent: The date the Head Contractor sent a claim reminder to the Subcontractor organisation.
- Contract Comment: Comments associated with the contract for which the Subcontractor submitted the progress claim.