Importing a Progress Claim for Subcontractors

To import a progress claim as a part of your Billing Workflow:

Navigate to your Billing Workflow for Subcontractors
- The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.
  Notes:
  - The Enter Billing Details task remains available until the progress claim is signed.
  - The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
- If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Claim link on the Tasks, Project Home, and Period Home pages.
- The Progress tab will display first for most users beginning the claiming process.
- If a project allows stored material tracking, this will be the second tab in the claiming process.
- If the current period does not allow progress billing, you will not see this tab.
From the More menu on the Progress tab, select Upload Billing Amounts.
An Upload Billing Amounts dialogue box opens.
In the dialogue box, choose to upload either:
- This Period Billing Amounts: The amount you want to bill for this period.
- To Date Billing Amounts: Amounts billed until the current billing period.
Select the Download Template button to get a pre-formatted Excel spreadsheet for uploading. The template includes codes, description, budget amounts, and the current billing amounts for the line items in your contract.
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.
Save the CSV file.
Fill out the CSV file and save it.
From the dialogue box, select the ellipses (...) to find and select your file.
The selected file name will display in the dialogue box.
Select the Upload button.
The dialogue box closes and the values from the uploaded CSV appear in the table.
Review the imported entries in your Billing Workflow.
Select Save & Continue to progress to the next tab in your billing process.

Next: Configuring Subcontractor Unit Billing