Progress Claims

Managing Progress Claims

• To create a new claim, Open the Progress Claim toolbar and click ‘New’
  
  
  
• Enter the claim date and click ‘Save’.
  
  
  
• The new claim will become selected.
  
  
  
• To change the date of a claim, select it from the drop-down.
  
  
  
• Click ‘Edit’.
  
  
  
• Change the date and click ‘Save’.
  
  
  

Entering Progress Claims

• To enter progress for the current claim, show or hide the claim columns as required and type in the data.
  
  

These columns can also be added via the Estimate section – Add/Remove estimate table columns

There are three buttons for the three groups of claim columns:

• Prev. Claims
  • shows or hides the following columns:
  • Prev. Qty – the total quantity claimed from the start of the project up until and including the previous claim.
  • Prev. % – the proportion of the total quantity claimed from the start of the project up until and including the previous claim.
  • Prev. $ – the total amount claimed from the start of the project up until and including the previous claim.
  These fields are provided for information only and cannot be changed.
• This Claim
  • shows or hides the following columns:
  • Claim Qty – the quantity for the current claim.
  • Claim % – the proportion of the currently claimed quantity.
  • Claim $ – the amount for the current claim.
  Enter the progress in the ‘Claimed Qty’ or ‘Claimed, $’ field. The values in the other claim columns will be recalculated.
• To Date
  • shows or hides the following columns:
  • Qty to d/t – the total quantity claimed from the start of the project up until and including this claim.
  • % to d/t – the proportion of the total quantity claimed from the start of the project up until and including this claim.
  • $ to d/t – the total amount claimed from the start of the project up until and including this claim.
  Enter the progress in the ‘% to d/t’ or ‘$ to d/t’ field. The values in the other claim columns will be recalculated.

Progress Claim Certificate

• To generate a progress claim certificate, select the claim date from the drop-down and click Build Claim.