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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 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.
Adding Payment Applications.

If you are assessing a claim, the Accepted column is unlocked instead of the Requested column. Claims can also be prepared using the Mobile interface.

  1. Select the Upstream or Downstream tab depending on the contract.
  2. In the toolbar under Upstream/Downstream, click Add item.
  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.

You can see where a payment item source came from in the Source column on Payment Applications/Payment Applications Items tab. This shows either a link to the Original Contract or Contract Change.

Submitting payment applications

  1. When you are ready to submit the payment application, click the Submit button in the top right.
  2. In the Submit Payment Application confirmation window, enter a submitted date and add a comment as required.
  3. Click Submit.
The Submit Payment Application window.

Viewing and attaching documents

You can view and attach documents by clicking the Attachments tab on the lower grid.

The Attachments Tab
  1. To attach a document, click Add under Attachments, then drag and 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.

If a 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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