Progress Claim

Setup required before use	Who Can Use It?	Where Is It?
Contract Security	User Assist. Project Manager Project manager Director Administrator System Administrator	Contracts > Progress Payments tab

1. Select New .
2. Enter the contractor’s invoice number.
3. Specify the date lodged.
4. Specify the due date.
5. Type a note.
6. Enter the amount claimed (ex tax).
7. Save.

1. Click Approve.
2. Enter the amount approved (ex tax).
3. Enter the amount of any liquidated damages.
4. Specify if a retention amount is to be applied.
5. Save.
6. Select whether to create a progress payment certificate.
7. Create the Certificate.
8. Save and Close.

The Progress Payment cannot be created without recording the Contractors Progress Claim. After approving the Progress Claim the certificate can be found on the Progress Payments tab.

The claim will appear as approved though not certified until the Progress Payment is created.

1. Select New .
2. Enter the contractor’s invoice number.
3. Specify the date lodged.
4. Specify the due date.
5. Enter the amounts claimed (ex tax) in the Amount Requested column.
6. Save.

1. Enter the amounts approved in the Approved Amount column.
2. Select Approve.
3. Enter the amount of any liquidated damages.
4. Specify if a retention amount is to be applied.
5. Save.
6. Select whether to create a progress payment certificate.
7. Create the certificate.
8. Save and Close.

Use these columns to enter the amounts excluding tax claimed by the contractor against each item.  The claimed values can be entered as either a dollar value or as a percentage of the Item Amount.

Use these columns to enter the amounts excluding tax that you are approving against each item, either as a dollar value or as a percentage of the Item Amount. Alternatively, if you are approving all or most of the amounts claimed, tick the Approve All button.  This will fill in the Approved Amount column with the amounts claimed, you can then make changes to the approved amounts if required.

Clicking this button will reset all columns with blue values back to zero.

1. Click .
2. Select YES to confirm.

1. Click .
2. Select YES to confirm.

To deduct retention from the claim, tick the Deduct Retention check-box on the form NOTE: The check-box will be disabled if the contract doesn’t use retention for security, or if the contract uses security and has been set to deduct retention automatically from each approved progress claim.

In the event that the retention amount to be deducted for the claim exceeds the maximum retention amount allowed for the contract, the retention amount will be adjusted to reach the limit. No further retention will be withheld from future claims.

The Amount Due is the difference between the total amount approved and the total of the amount of liquidated damages specified and the retention amount (if applicable) retained for the claim.

Typically a claim will have a positive value, though there may be a negative value lodged against an item that results in a negative progress claim. If you're processing a claim against a negative item amount, ensure you enter the - sign when the requested amount or requested % is entered: