Progress claims are used to assess and maintain the contractor’s claims for work which has been completed to date. Each claim is allocated an automatically generated claim number. Where the original contract sum is a single fixed value, each claim is expressed as a single amount claimed against the contract as a whole. Where the original contract sum uses a breakdown, each claim contains a breakdown assessment. The total claim amount is made up of individual claim amounts against each item.
Tips:
- Create a Progress Assessment document by clicking
. - Attach a saved contractors claim invoice to the progress claim by clicking
. - Not seeing the Contract Administration module? Contact Total Synergy Support to request this to be added to your Synergy licence.
Progress claim - lump sum
.The Progress Payment cannot be created without recording the Contractors Progress Claim. After approving the Progress Claim the certificate can be found on the Progress Payments tab.
The claim will appear as approved
though not certified
until the Progress Payment is created.
Progress claim - using contract breakdown
.Claim breakdown columns
Use these columns to enter the amounts excluding tax claimed by the contractor against each item. The claimed values can be entered as either a dollar value or as a percentage of the Item Amount.
Use these columns to enter the amounts excluding tax that you are approving against each item, either as a dollar value or as a percentage of the Item Amount. Alternatively, if you are approving all or most of the amounts claimed, tick the Approve All button. This will fill in the Approved Amount column with the amounts claimed, you can then make changes to the approved amounts if required.
Clicking this button will reset all columns with blue values back to zero.
Progress claim status
Cancelling progress claims
Tip: If one or more claims have been certified with a progress payment certificate, the cancellation will fail. All claims being cancelled must be uncertified
.
More Information
To deduct retention from the claim, tick the Deduct Retention check-box on the form NOTE: The check-box will be disabled if the contract doesn’t use retention for security, or if the contract uses security and has been set to deduct retention automatically from each approved progress claim.
In the event that the retention amount to be deducted for the claim exceeds the maximum retention amount allowed for the contract, the retention amount will be adjusted to reach the limit. No further retention will be withheld from future claims.
The Amount Due is the difference between the total amount approved and the total of the amount of liquidated damages specified and the retention amount (if applicable) retained for the claim.
Typically a claim will have a positive value, though there may be a negative value lodged against an item that results in a negative progress claim. If you're processing a claim against a negative item amount, ensure you enter the - sign when the requested amount or requested % is entered:
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