How to Create Progress Claim

Category: 

Click Receipts, and then click Create Claim

Click + Claim to create Progress Claim for the Work Order

Key in PC Reference No and select the Claim Month for this Progress Claim

To update your Original Contract works, scroll to Original Order Work Space

You may click + Expand All to expand all the items or you can click the > arrow to expand individual items

You can pin the columns to the left for your easy reference while entering your claim

You can also adjust the width of the columns to view the whole description

Scroll to the right until you’re at the Purple coloured section “Payment Claim”

Input your Cumulative Claim Qty OR Percentage in the Blue coloured box

Input any remarks for the specific Work Order item in the Remarks column in the Blue coloured box (if any)

Input Conversation in the comment box to the Main Con

Click Send to send the message

Click Add New under Attachment to upload any supporting documents for your Progress Claim

Click Choose File

*note: Maximum file size is 10MB. User can upload multiple files.

Enter a File Label and Description (if required)

Click on Preview Claim to view draft Payment Claim

Click Save As Draft or Issue

When Save As Draft is clicked, there will be a notification button to notify user that Progress Claim has been successfully created. User can click “I Understand” or “Cancel” to dismiss the message.

Status of the Progress Claim will appear as “SAVED AS DRAFT”

When Issue is clicked, there will be a notification button to notify user that  Progress Claim has been successfully created. User can click “I Understand” or “Cancel” to dismiss the message.

Status of the Progress Claim will appear as “PENDING CLAIM ACKNOWLEDGEMENT”.

The Progress Claim has been submitted to Main Con and is pending Main Con to acknowledge the Progress Claim

Date last updated:
June 2, 2022