Create a Claim

All Claims are created from your contract. Here's how to create one.

1. Navigate to the Contract Register.

2. Click on the contract in the centre pane.  The contract will show in the right hand pane.

3. Click on Progress Claim (this may also be called Create Claim, depending on configuration set up).

4. Give the Claim a title. We suggest adding the claim period.

5. Change the status to Submitted.

6. Address the claim to the PM or CA on the project.

7. Select the line item you want to claim for. The claim will include any approved variations so you can claim for those too.

 
8. Enter a total percentage complete or total value completed for that line item.

9. Repeat for all rows you are claiming for.

10. Click submit.

Split to Another Form from a Claim

Split will take the user to the form type selection screen. This will allow you you pick the form type you require and complete your process.