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Editing and Assessing Draft Payment Applications (Progress Claims)

Editing and assessing payment applications (progress claims) in Connected Cost.

If you started preparing a Payment Application without submitting it, or if you were assessing a claim you received but did not approve it, the claim is saved as a draft, indicated with an icon in the Draft column on the Payment Application register.

Opening the draft

  1. Click the link under the Claim No column, or the Draft icon on the register to open the draft.
  2. The claim can be updated following the instructions in Creating Payment Applications.

Assess a Progress Claim (Upstream Organizations)

When you receive a Payment Application from a downstream organization, you can assess their claim and produce a payment schedule for the downstream.

  1. Find the submitted Payment Application in the register.
  1. Click the Claim No to open the Payment Application.
  2. Click Edit in the top right to begin.
    Note: The assessment in progress is shown as a Draft Progress Claim on the Register screen.
  3. Enter your assessment amounts in the To Date Percent Complete or Accepted columns.
  1. Attach any documents required.
  2. The Payment Schedule can be downloaded by clicking Download as PDF.
  3. Once the download has finished, click Approve.
    Note: If the contract is shared, the downstream organization will receive a notification that the claim has been assessed, and can then download the payment schedule PDF.

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