Progress Tab Fields Overview for Head Contractors

% Complete

Bill a percentage of work completed in the current period and all previous periods. Entering an amount in this field will automatically adjust the Work This Period  field.

Work This Period

Bill for the dollar amount of the work completed between the draw Period From and Period To dates. Entering an amount in this field will automatically adjust the % Completed field.

Material Stored This Period

Bill the for the dollar amount of material stored between the draw Period From and Period To dates. Entering an amount in this field will automatically adjust the Completed To Date % Complete fields.

See two Materials columns? If your project uses the Track Stored Material Details project setting, then participants must record when the materials are received and when they are consumed. You will also see a Stored Materials tab at the top of the page. This is the first tab you will see an complete as a part of your Billing Workflow.

See topic Entering Stored Material Amounts for more information.

Completed to Date

Bill for the total dollar amount of material stored for the current and previous periods. Entering an amount in this field will automatically adjust the Worked This Period  field.

Balance

Amount left to bill on the contract (the total amount of work outstanding on the contract).

Retention % This Period

The percentage of your billing held as retention for the current period. Entering an amount in this field will automatically adjust the Retention Held This Period field.

Retention Held This Period

The dollar amount of your billing held as retention for the current period. Entering an amount in this field will automatically adjust the Retention % This Period  field.

Net this Period

Displays the total amount billed for each line. (Work this Period + Materials Stored this Period - Retention Held This Period).

Work Breakdown

Current total value for the line item.

Self-Performed and Subcontractor Invoice Lines

Subcontractor invoices are rolled-up into the Head Contractor's progress claim.

Total line

The amount being billed to the Owner.

Self-Performed Line

A line the Head Contractor can bill against, indicated by the Head Contractor's name (the difference between the contracted and the total).

Contracted Line

A line that shows the Subcontractor's billing.

Attachments

Select the icon to add an attachment to the claimed line. This column includes a count of how many attachments are currently uploaded for the line item.