Progress and Retention Tab Fields Overview
Editable Fields on the Progress Tab
Unable to edit one of these fields? Some Main Contractors use component types to specify how labor or stored materials can be billed. When component types are used, Subcontractor billing is limited by the component type.
% Complete
Bill a percentage of work completed in the current and all previous periods. Entering an amount will automatically adjust the Work This Period field.
Work This Period
Bill for the monetary value of the work completed between the Period From and Period To dates. Entering an amount in this field will automatically adjust the % Completed field.
Material Stored This Period
Bill the for the monetary value of material stored between the Period From and Period To dates. Entering an amount in this field will automatically adjust the Completed to Date and % Complete fields.
See two Materials columns? If your project uses the Track Stored Material Details project setting, then participants must record when the materials are received and when they are consumed. You will also see a Stored Materials tab at the top of the page. This is the first tab you will see an complete as a part of your Billing Workflow.
Completed to Date
Bill for the total monetary value of material stored for the current and previous periods. Entering an amount in this field will automatically adjust the Work This Period field.
Attachments
Select the icon to add an attachment to the pay app line. This column includes a count of how many attachments are currently uploaded for the line item.
Editable Fields on the Retention Tab
Retention % This Period
The percentage of your billing held as retention for the current period. If the Main Contractor did not lock retention, you can edit the retention percentage.
Retention Request Previously Held
Bill for a monetary value of retention held in previous periods. This field is only editable if the Main Contractor did not lock retention on the current period.
Informational Fields
Expand Arrow
Allows you to show or hide line item details. Use the expand symbol in the first table column to see the Self-Performed and contracted lines. If you select a subcontract number from the expanded line, you can drill down into more billing details in a dialogue box.
Description of Work
A name given to the line item. This description carries over from your Work Breakdown.
Work Breakdown
Current total value for the line item.
Completed to Date
Monetary value of the work billed for this line item, before the period.
Retention to Date
Amount of retention held in retention before the current period.
Retention % to Date
The rate in which retention was held before the current period.
Net This Period
The amount billed during this period, less retention period.
Last Published Wednesday, July 10, 2024