Entering a Payment Application for a Subcontractor on Specified Billing

To enter a Subcontractor payment application as a part of the Specified Billing workflow:

  1. From the Project Home page, select the Specify Payment Application link.

    Your Billing Workflow displays. Project and period settings determine which tabs you see at the top of the page.

  2. If the period allows progress billing, enter billing information on the Progress tab.
    • In the Work This Period column, enter an amount to bill.

      The value in the % Completed column updates in response to the value of work completed.

    • In the % Completed column, enter a number to bill based on percentage of work completed.

      The value in the Work This Period column updates in response to the percentage of work completed.

    • In the Material Stored This Period field, enter the monetary value for material stored between the Period From and Period To dates.
  3. Select the Send & Continue button.

    If the period allows retention billing or the project uses Contract Level Retention, the Retention tab displays.

  4. (Optional) From the Retention tab, request previously held retention as a part of your billing this period.
  5. Select the Save & Continue button.

    The Review tab displays.

  6. Select the Save & Send to Sub button.

    A Next Steps dialogue box displays. The dialogue includes a message, confirming you successfully sent the payment application to the Subcontractor for signature and submission.

    If you have additional tasks, the dialogue box will also include links to complete them.