What is a Progress Claim?
A project’s Progress Claim represents the revenue side of financial management. CivilPro’s Progress Claims allows you to fully manage not only your revenue, but your earned budget, certified amounts, under/overclaim and payments owing for both your project, and for individual cost centres.
A Progress Claim is usually generated for each individual reporting period (typically each month). This same reporting period is used to categorise daycosts and budgets. A Progress Claim at its most basic consists of the project schedule and a claim quantity for each Schedule Item.
CivilPro’s claims are project TO DATE
This means each claim is for the total value of works completed to date NOT the quantity of work done in the reporting period.
CivilPro uses Claim-To-Date because it is:
- the industry standard.
- based on the approved amount of work completed that is agreed between the contractor and the client, so that claims and payments can be easily reconciled
What are the purposes of the Progress Claim Register?
The Progress Claim register summarises not only each of the Progress Claims, but all of the reporting information for each report period.
Unlike most CivilPro registers, the Progress Claim register is divided into two panels. The top panel shows the Report Periods including the totals for inputs, certification and budget. The bottom panel displays the total revenue, claim, cost and budget for the period selected on the top panel. (Note: The register view for the web app differs slightly from the desktop).
This is also where you create a new progress claim. After progress claims are created, you can use the register to view and track your claims for your project from one reporting period to the next. You can click on each reporting to view and update the claim item details for each period.
How to Set Up?
Tips for Users :
- Before you start creating Progress Claims, it is recommended that you read this Knowledgebase article, “Progress Claim Concepts and Terms".
- After the progress claim is created, use the many tools on the Progress Claim register to view and update your claim details, as well as to generate Progress Claim Reports. See "View, Update and Generate Reports for Progress Claims" / "View, Update and Generate Reports for Progress Claims (D)"
- Variations should be added to the schedule to be included in the claim. As the Schedule is copied to make the Progress Claim, it is important to add any Variations before the Claim is built or alternatively, to update the claim if it has already been constructed.
Variations are not automatically included in the Schedule and therefore, not included in the Claim. To link a Variation to a Schedule item, use the Related Items menu on the Variations register. See Create a Variation / Create a Variation (D).
- When navigating the progress claim details page on desktop, use the quick tools on the bottom toolbar to collapse and expand all items ( for nested-structured schedule), and to reset sort.