Issue a Progress Claim

Progress claims are issued to certify progress payments. Only a Contract Administrator can issue a Progress Claim.

To issue a Progress Claim:

1. On the Home page, Select a Project on which to issue the Progress Claim.

The Project details display on the Home page.

2. From the Construction menu, select Progress Claim.

The Progress Claim Search page displays.

3. Click .

The Progress Claim Edit page displays.

4. Complete all necessary fields:
   General

   

   1. Required: Select the Contract.

      Note: The document number is automatically populated in sequence based on the Project and the Contract selected.

   2. Enter the Application Number.

   3. Using the Date Picker, select the:

      • Period From date
      • Required: Period To date
      • Date of Certificate
      • Review Required By date
   4. Required: Using the Start Typing to Search, select who submitted the Progress Claim in Submitted By field.
   5. Required: Using the Date Picker, select the Submitted On date.
   6. Using the Rich Text Editor, enter any Remarks.
Associated Change Orders

Note: Any approved Change Orders for the same contract that have not yet been linked to another Progress Claim, will display in the Associated Change Orders section.

7. Associate any change order to this Progress Claim, as required.

• To attach a change order to this Progress Claim, click Add .
• To remove a change order to this Progress Claim, click Remove.

Note: When a document is associated, a cross reference is made between the Progress Claim and the Change Order.



Claim Value Once Total Completed to Date value is entered, Onware automatically calculates the Retained Amount at based on the percentage displayed. The Amount Retained At amount can be overwritten, if necessary. Tax Amounts The tax amount(s) will populate based on the percentage displayed once a Total Completed to Date value has been entered and the save button is clicked. The amount(s) can be overwritten, if necessary.

8. Enter the Total Complete to Date value.

   The Amount Retained at is automatically calculated based on the percentage entered in the Contract. For more information, see Create a Contract.

   Note: The retained amount can be over-written, if required. To have Onware re-calculate the percentage retained, click .

9. If Holdback monies need to be released, enter the Release Amount.

10. If Substantial Performance has been achieved on the project, select Substantial Performance.

Enter a Recommendation for your Discipline

If you want to enter a recommendation on behalf of your discipline:

11. Click New [your discipline] This button description will differ depending on your discipline. For example, if you are in an Architectural discipline, the button will appear as New [Architectural] Recommendation. Recommendation.

    The Recommendation page displays.

12. Make your recommendation. For more information, see Provide Recommendation on Progress Claim.

Enter a Reason for Revision

If you want to request a revision, using the Rich Text Editor, enter a Reason for Revision.

5. Complete any additional fields:
   1. Attachments
   2. Linked Documents
   3. Private Comments

6. To action the Progress Claim, select one of the action buttons from the top toolbar: