Recording Progress for Main Contractors

Before you Begin

Approve Subcontractor payment applications before creating your payment application. Ensure all required Subcontractor payment application have been received and approved. If you send your payment application to the Signer before approving a Subcontractor's payment application, the Subcontractor will be excluded from the period.

Recording you Progress

Navigate to your Billing Workflow
- From the Tasks tray in the header, choose the Enter Billing link with the correct period 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 Payment Application.
Choose a line to bill against. Your total lines may be pre-filled with your Subcontractor payment application amounts based on your project settings. You can select a cell to overwrite the amount.
1. Enter a dollar amount in the Work This Period column for each line item.
2. Optional. To bill based on percentage, update the % Complete column. The Work This Period field shows the dollar amount. Note: If you are using Unit Price Billing, see Configuring Unit Billing to enter a payment application using unit amounts instead of dollar amounts.
3. Optional. Enter a monetary value of material stored between the draw Period From and Period To dates in the Material Stored This Period field.
4. Review the value in the Net This Period.
(Optional) Add comments to a line for later review or as a message to an on-system user.
1. From the Description of Work column, select the Comment icon for a line item.
  A Comments and History dialogue box displays.
2. In the Comment text box, enter text.
3. Select OK.
  The dialogue box closes and the Comment icon is shaded blue to indicate that a comment is associated with the payment application line.
(Optional) Set payment application codes.
1. From the Table View, select Standard + Codes.
2. For each line item select the appropriate codes.
Select Save & Continue to move to the next tab in your Billing Workflow.

Tips:

Use the Up arrow, Down arrow keys on your keyboard to move between fields.
The Revert button discards changes and returns the payment application to the last saved version.
The Save button saves your work without proceeding to the next tab in the workflow.
Error messages are displayed on the top of the page, select the Display only rows with errors button to view the cells with errors highlighted in red.
Review imported variations before submitting your payment application. Select the View subcontract list link on the Progress tab to review unapproved or unmapped variations. See Mapping Imported Subcontract Variations.

Next: Upload Payment Application