How to Create Progress Claim
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