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Creating Payment Applications (Progress Claims) in Cost

Create and Submit a Payment Applications (Progress Claims) against contracts.

Payment Applications are created in Connected Cost and can be submitted between organizations using shared contracts. Payment Applications in Aconex include all the information required, including additional documents, which means you don’t have to use spreadsheets for this work.

Adding payment applications

  1. Go to Cost Management/Payment Applications.

           Note: Claims can also be prepared using the Mobile interface.

If you are assessing a claim, the Accepted column is unlocked instead of the Requested column.

  1. Select the Upstream or Downstream tab depending on the contract.
  2. In the toolbar under Upstream/Downstream, click the Add item button.
  3. Select the Contract.
  4. Enter the Claim No., Name, and other optional information.
  5. Click Add Progress Claim.
  6. In the Progress Claim [Draft] window, enter the amount for the claim in either the To Date Percent Complete, or Requested columns.

If you are assessing a claim, the Accepted column is unlocked instead of the Requested column.

  1. View and attach documents by clicking the Attachments tab on the lower grid.
  1. To attach a document, click Add under Attachments, then drag & drop or browse for the file to attach.
    Note: You can download a draft Progress Claim Certificate by clicking Download as PDF in the top right.
  2. Once the claim is ready, submit it using the Submit button in the top right.
    Note: If the contract is shared, the upstream organization will receive a notification that the claim has been submitted, and can download the Payment Application PDF.
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