Recording Progress Billing for Subcontractors

To enter progress billing details as a Subcontractor on the Progress tab 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.
Enter billing amounts:
1. Choose a line to bill against. The selected field will have a darker border than the other cells in the table.
  Unable to edit a field? Some Head Contractors use component types to specify how labour or stored materials can be billed. Subcontractor billing is then limited by the component type.
2. Enter an amount under the Work This Period column.
  Once an amount billed is entered:
  - Amounts in the % Complete, Completed to Date, and Net This Period are automatically calculated
  - The Retention Held This Period amount is automatically calculated.
    The retention calculation is based on the project's default percentage.
Optional. Add comments to a line for later review or as a message to an on-system user. The line item comments entered here are visible to your Head Contractor when they view or modify your progress claim.
1. In the Description of Work column, select the speech button icon.
  A Comments and History dialogue box displays.
2. In the available field in the dialogue box, enter your comment.
3. Select Ok.
  The dialogue box closes and the speech bubble icon turns blue. Select the blue icon to view available comments.
Check the claim totals at the bottom of the page.
Select the Save & Continue button to progress to the next tab in your Billing Workflow.

There are two additional ways to update billing totals on the Progress tab:

Bill for a completed percentage
Bill for stored materials.

Bill % Complete

To bill based on percentage, update the amount in the % Complete field. The Work This Period field shows the dollar amount. All other fields are automatically calculated.

Tip

Claim amounts may not exceed the remaining balance for any line item.

Bill for Material Stored This Period

Enter the dollar amount of material stored between the Period From and Period To dates in the Material Stored This Period field.

Notes:

Entering an amount in this field automatically adjusts Completed to Date field.
See two Materials columns? If your project uses the Track Stored Material Details project setting, then you must record when the materials are received and when they are consumed. This is the first tab you will see when entering a progress claim.
Need to bill for previously held retention? A Head Contractor must allow retention billing for the period. You will request retention on the Retention tab of your Billing Workflow.
The claim is not submitted for payment until it is signed. Final claims must be signed by the Subcontractor to be included in a period.
Claims can be saved at any time or edited until the progress claim has been signed. You can also move between any of the available claim tabs before signing the progress claim.
The Progress tab page automatically includes values for % Complete, Scheduled Value, and Previously Billed amounts. The total in these columns carry over from previous claims.
On-system Sub-Tier billing amounts are rolled-up into the Prime Subcontractor's progress claim. If a line includes a subcontract, it is expandable. Use the expand symbol in the first column on the Progress tab of your Billing Workflow to see both the Self-Performed and Subcontract lines. To ensure the Sub-Tier amounts are included in the total, enter your claim amounts on the Self-Performed line.

Next: Declining to Claim for Subcontractors