Progress Claims

Managing Progress Claims

  • To create a new claim, Open the Progress Claim toolbar and click ‘New’

    Job Module - Job Estimate -Claims - New
  • Enter the claim date and click ‘Save’.

    Job Module - Job Estimate -Claims - New 1
  • The new claim will become selected.

    Job Module - Job Estimate -Claims - Select 2
  • To change the date of a claim, select it from the drop-down.

    Job Module - Job Estimate -Claims - Select Item
  • Click ‘Edit’.

    Job Module - Job Estimate -Claims - Edit 2
  • Change the date and click ‘Save’.

    Job Module - Job Estimate -Claims - New 1

Entering Progress Claims

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

    Job Module - Job Estimate -Claims - Show Columns

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.


    Job Module - Job Estimate -Claims - Build
Updated on February 14, 2022

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