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Progress Claims

Contents

You can create multiple progress claims for a job and print out a progress certificate for each claim.

Managing Progress Claims

To create a new claim

  1. Open the Progress Claim drop-down box in the toolbar and click 'New...'.

    Progress claim dropdown

  2. Enter the claim date and press Save.

    Adding progress claim

  3. The new claim will become selected.

    New progress claim in the list

To change the date of a claim:

  1. Select it from the drop-down list.

    Select claim to change date

  2. Click 'Edit...'

    Click edit for a progress claim

  3. Change the date and click Save.

    Saving changed progress claim date

To delete a claim, select it from the drop-down list and then click 'Delete...'.

Delete progress claim

Entering Progress Claims

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

Entering progress

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.

Starting Progress Claim Report Generation

The Progress Certificate report will be displayed.

Progress Claim Certificate