Submitting a Progress Claim

Before you Begin

Approve Subcontractor progress claims before creating the client claim. Ensure all required Subcontractor claims have been received and approved. If you send your progress claim to the Signer before approving a Subcontractor's claim, the Subcontractor will be excluded from the period.
See the Working with your Billing Workflow for a high-level overview of the tabs and options you may see.

The Billing Workflow guides you through all the steps required to submit your progress claim. The tabs and options you see in the workflow, are based on your document and project settings. You can go back and forth between the tabs in the workflow until you proceed to the signing process.

To submit your progress claim:

Navigate to your Billing Workflow
- From the Tasks tray in the header, choose the Enter Billing link with the correct draw number.The link name will change depending on your workflow step.
- From the Project Home Page or Tasks page, choose the Enter Billing link with the correct draw number. The link name will change depending on your workflow step.
  If the period has previously been rejected, the link will read Re-enter Progress Claim.
The first tab you see depends upon project and draw settings. Most users will see the Progress tab, unless the project tracks stored material usage.
Conditional based on project settings. When applicable, use the Stored Materials tab to enter details of materials you have stored during this billing period. See topic, Entering Stored Material Amounts.
Select Save & Continue.
Enter your progress billing on the Progress tab. See topic, Recording Progress for Head Contractors
Select Save & Continue.
When the claim period allows retention billing use the Retention tab to view or modify retention values. See topic, Billing for Retention
Select Save & Continue.
Conditional based on project and document settings. When applicable, use the Additional Information tab to capture hours worked or drug test certifications. See topic, Recording Hours Worked and Drug Testing Certification.
Select Save & Continue.
Use the Review tab to review your invoice totals, sign documents, sign statutory declarations, and send your progress claim for approval. See topic, Reviewing your Billing and Proceeding to signing.
The Next Steps dialog box displays the status of your progress claim and lists your next tasks.

Next: Stored Materials for Head Contractors