Create a New Revision on a Progress Claim

If revision is requested on a Progress Claim, and you are the General Contractor Project Manager, you will receive an action item on your Home page to review and create a new revision of the Progress Claim.

To create and submit a new revision of the Progress Claim:

1. Click on the Project that contains the Progress Claim in your Action Items list.

   The Action Items list expands.

   

   Tip: Progress Claims requiring a revision will be labeled "Request Revision" after the document title.

2. Click the Action Item.

   The Progress Claim Submit page displays.

   

3. Click .

   The Progress Claim Submit page reloads, and the revision number increments by one.

4. Review the Progress Claim, and any attachments or comments entered by the Contract Administrator.
5. Update the Progress Claim accordingly. For more information, see Submit a Progress Claim.
6. Complete any additional fields:
   1. Attachments
   2. Linked Documents
   3. Private Comments
7. To action the Progress Claim, select one of the action buttons from the top toolbar:
   1. the Progress Claim. For more information, see Submit a Document.
      Who's next?
      Contract Administrator to review and issue the Progress Claim. For more information, see Review and Issue a Progress Claim.
      What's next?
      A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.

      Any e-mails required to be sent for this document (Action Item notification or E-mail Subscription e-mails) are queued.

   2. the Progress Claim to issue or edit later. For more information, see Save a Document.