Submit a Progress Claim

Progress Claims are submitted to certify progress payments. A General Contractor Project Manager can submit a progress claim.

Note: As a Contract Administrator you can submit a Progress Claim on behalf of a General Contractor Project Manager. You will need to fill out additional fields to submit it on behalf of a General Contractor Project Manager. For details about the additional fields, see the Contract Administrator Fields

To submit a Progress Claim:

1. On the Home page, Select a Project on which to submit 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 Submit 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 Contract selected.

      Note: The document number field is a read-only field for General Contractor Project Managers.

   2. Enter the Application Number.
   3. Using the Date Picker, select the time period:
      • Enter the Period From date.
      • Enter the Period To date.
      • Enter the Review Required By date
   4. Using the Rich Text Editor , enter any Remarks.

   Note: If you are a Contract Administrator submitting a Progress Claim on behalf of a General Contractor, you will need to fill out additional fields. For more information, see the Contractor Administrator section below.

   Contract Administrator Fields

   From the Progress Claim Edit page complete the following additional fields:

   

   5. Using the Date Picker, select the Date of Certificate.

   6. Required: Using the Start Typing to Search, select who submitted the Progress Claim in Submitted By field.

   7. Required: Using the Date Picker, select when the Progress Claim is Submitted On.

   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.

   • 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

   1. Enter the Total Complete to Date value. For more information on this section, see 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..

   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 .

   2. If Holdback monies need to be released, enter the Release Amount.
   3. If Substantial Performance has been achieved on the project, select Substantial Performance.

   

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: