Adding Period Participants

To invite Sub-Tier participants to a period:

  1. Navigate to the Manage Period Participants Page
  2. From the Manage Period Participants page, select individual tick boxes to invite specific Subcontractors, or choose Select All to invite all displayed participants.

    Subcontractors who have not confirmed their contracts cannot be included in the period.

    Have several participants?  Use filters to shorten the participant list.

  3. From the drop-down in the Progress Claim Option column header, choose a Progress Claim Option to apply to all selected participants. Use the drop-down in an organisation's row to choose an Invoice Option for a single participant.
    • Progress Billing Only—Limit the Sub-Tier's billing to progress ONLY.
    • Retention Billing Only—Limit the Sub-Tier's billing to retention ONLY.
    • Progress and Retention—Allow the Sub-Tier to bill for progress and retention.
  4. (Unavailable) Although there is a box to lock the progress claim, changes made to this field will not be applied to Australian projects.
  5. (Unavailable) Although there is a box for retention %, changes made to this field will not be applied to Australian projects.

    The value listed in the Retention % column is the value that will be held based on the contract's current completion.

    For example: On a contract that is holding 10% retention until the contract is 50% complete (and 5% is held in total retention):

    • If the contract is less than 50% complete, the column will display 10.00
    • If the contract is more than 50% complete, the column will display 0.00.
  6. (Optional) Lock retention to prevent a Sub-Tier from requesting or changing retention held while entering a progress claim.
    • In the Retention Lock column, choose the Select All tick box to lock retention for all invited Sub-Tiers.
    • Choose a tick box in an organisation's row to lock retention on a single contract.

      Note: Sub-Tiers cannot manually bill for retention when retention is locked from this page.

  7. Select Save and Notify Selected Participants.

    A Status page confirms the period initiation is in progress and selected participants will be notified. Select the here link to see the period initiation status on the Manage Period Participation page.

    Until the period initiation process concludes, a Period Initiation in Progress link displays under:

    • The Period Actions section of the Period Home page
    • The Open section of the Project Home page.