Progress Claim

June 2024 · 4 minute read
Progress Claim

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:

Progress claim - lump sum

ClosedComplete the following steps
  • Select New .
  • Enter the contractor’s invoice number.
  • Specify the date lodged.
  • Specify the due date.
  • Type a note.
  • Enter the amount claimed (ex tax).
  • Save.
  • ClosedApprove the claim
  • Click Approve.
  • Enter the amount approved (ex tax).
  • Enter the amount of any liquidated damages.
  • Specify if a retention amount is to be applied.
  • Save.
  • Select whether to create a progress payment certificate.
  • Create the Certificate.
  • Save and Close.
  • ClosedWhat if I say No to creating the Progress payment certificate?

    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

    ClosedComplete the following steps
  • Select New .
  • Enter the contractor’s invoice number.
  • Specify the date lodged.
  • Specify the due date.
  • Enter the amounts claimed (ex tax) in the Amount Requested column.
  • Save.
  • ClosedApprove the claim
  • Enter the amounts approved in the Approved Amount column.
  • Select Approve.
  • Enter the amount of any liquidated damages.
  • Specify if a retention amount is to be applied.
  • Save.
  • Select whether to create a progress payment certificate.
  • Create the certificate.
  • Save and Close.
  • Claim breakdown columns

    ClosedRequested Amount and %

    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.

    ClosedApproved Amount and %

    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.

    ClosedReset All

    Clicking this button will reset all columns with blue values back to zero.

    Progress claim status

    DraftClosed This is the default status given to a new progress claim which has not yet been saved.

    Lodged Closed This is the default status given to a progress claim once it has been saved but not yet approved.

    ApprovedClosed This status is used for progress claims which have been approved but no Progress Payment certificate has yet been created.

    CertifiedClosed This is the default status given to a progress claim once a Progress Payment Certificate has been approved.

    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

    ClosedRetention

    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.

    ClosedNegative progress 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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