What is the purpose of the Progress Claim Register?
If the project does not require Progress Claims to be backed by lot QA records, you can simply enter the Quantities for each contract item into CivilPro’s progress claim and submit your Progress Claims that way.
Where full traceability of Claim Quantities back to their components is required, such as in the Queensland Transport and Main Roads Specification, the progress claim must be able to link the Claim Quantity back to the Quantity of each Schedule item in each Lot. Further, each Lot Quantity should be added with consideration of its status – Open, Guaranteed or Conformed. CivilPro implements this rigorous traceability allowing a fully qualified Progress Claim to be prepared.
When using Lot backed Quantities, Quantities can be included or excluded on the basis of status. For example, you may only be able to claim Conformed and Guaranteed Lots under the contract, in which case, Open Lots are easily excluded. If you can claim for Work in Progress, the claim can be configured to include Open Lot Quantities. For Open Lots, CivilPro applies the percentage complete defined in the Lot Register to generate the final Effective Quantity. For example, consider the claim at the bottom of the above screenshot (click the image to enlarge) – the claim for item A3201.01 is 4,943.25m3. Looking at the Lot shows that at the status date, it was an open lot at 75% complete with a total quantity of 6,591m3.
As described in the section on Effective Quantities, adjustments are also made to account for non-claimable items and reduced level of service if required.
The Progress Claim Register records claims by taking a snapshot of the Lot system at a specific point in time. Each snapshot is associated with the claim and provides the supporting information detailing the Lots and their Quantities.
The Main Register
The main register is used to show data that belongs to the current progress claim relating to each of the report periods. It only ever show data from the latest version of the progress claims. The tabs above the grid can be used to change the grid view. Along with the 6 inbuilt views the Register can be customised using the overflow menu on the right hand side of the grid.
The Inputs Tab displays all of the values that can be edited from the Report Period Register.
Context Menu Functions
Simply shows and hides the cent values for your Progress Claims.
Toggle Claim Lock
CivilPro prompts you to lock claims that are not being edited so that your data is consistent. The Toggle Claim Lock allows you to lock and unlock your claims so that you can edit them and manage your data better.