Uploading a Progress Claim

Approve Subcontractor progress claims before creating your progress claim. Ensure you have received and approved or rejected all required Subcontractor claims. If you send the progress claim to the Signer before approving a Subcontractor's progress claim, the application will exclude the Subcontractor from the period.

To upload a progress claim:

  1. Navigate to your Billing Workflow
  2. Select the Progress tab.
  3. From the More menu, select Upload Billing Amounts.
  4. From the Upload Billing Amount dialog box, select a template to get a pre-formatted Excel spreadsheet for uploading. Choose from either: This Period Billing Amount or To Date Billing Amounts.The template includes phase codes, description, budget amounts, and the current billing amounts for the line items in your contract.
  5. Select Download Template.
  6. Update the file with desired billing and retention values.

    Caution: If your retention amounts do not meet the retention settings, the system will override the amounts in the file.

  7. Save the CSV file.
  8. From the Upload Billing Amounts dialog box, under the Upload The Template section, select the ellipsis ... button and select the file you saved in Step 7.
  9. Select Upload.

Verify Entries and Totals

  1. Review the entries on the Progress tab.
  2. Check the invoice totals at the bottom of the page.
  3. Choose Save to save the progress claim. You to edit the progress claim or move it through the billing workflow.

    Note: Progress claims can be saved at any time or edited until it has been signed. The Revert button discards changes and returns the it to the last saved version.