Reviewing your Billing and Proceeding to Signing

The Yes, proceed to signing action generates claim documents based on the data entered, then sends the claim to a user in your organisation who has a Signer role on the project. Roles are assigned on the User Roles page. See User Roles for Head Contractors.

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.
Select the Review tab.
From the Billing Summary card, review your billing summary.
Enter a progress claim number.
Select Yes, proceed to signing button. The Sign Billing Documents card displays if there are documents that require signature. All documents that require signature are displayed on this card. TPM notifies the signer that documents are ready for signing. Select No, take me to billing values to modify billing amounts.

Next: Signing Claims and Period Documents