Review and Approve a Progress Claim

If a progress claim has been issued on a project, and you are the Owner's Project Manager, you will receive an action item on your Home page to review the Progress Claim. You can also access the document on the Progress Claim Search page.

To review a progress claim:

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

The Action Items list expands.

Tip: Documents requiring your review will be labeled "Approval Required" after the document title.

2. Click the Action Item.

The Progress Claim Approve page displays.

3. Review the Progress Claim, and any attachments or comments entered by the Contract Administrator.
4. Complete any additional fields:

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

   1. If there is missing or incorrect information:

      • Enter a comment addressing the reason for returning the Progress Claim.
      • Click . For more information, see Return 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. For more information, see Approve a Document.

      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.

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