Progress claims can be created as recommendations from a Quantity Surveyor, or a Certification from a superintendent, or as an invoice from a contractor. This example presents the basics of creating a progress payment certificate. Revenue and Cost Contracts will present differently; the following is a Cost Contract example.
1. Select a contract from the project Contract system.
2. Select the contract you need to create the progress claim
3. Enter in either the % of work completed or the actual $ value being claimed. Select the green save icon.
4. The total value of the current claim is saved and now ready for the document Progress Claim to be prepared.
Document Sign-off is required. These values have not been committed so if you roll up to the Contract Summary view, the values will not have changed.
To prepare the appropriate document to certify/commit the claimed values, click on the blue New Document icon. This will launch the Create Document wizard.
Select the appropriate category and template. The New Document Name will be the same as the selected template. Select create to begin making/certifying your progress claim.
Move through the template steps.
Certification - The document control that certifies the progress claim
Progress Payment Certificate - Contact and other details in the format of the certificate
Appendix – In the appendix you can view the Deliverables, Variations, Unfixed materials, Claim Adjustments and Disbursements. You can also filter the depth, status, and code.
Distribution - here you can select who is to receive the completed document
Attachments - Upload invoice and other relevant documents here
Site Photos - Upload any relevant site photos here
At the Certification step, enter in the certification date, ensuring the correct contract etc is selected:
The view can be a Certification or a Recommendation depending on the relevant role / timing of the document. The Certification Date field is provided and must be filled in before continuing.
The lower section of the claim screen displays the actual Deliverable line items and any Variations that have been entered to the contract. This is provided to expand on the summary data that is presented in the upper portion of the claim.
If there is a disbursement claim value a cost code will need to be selected to allocate the cost. GST will normally be calculated but if it is different to the invoice and this difference is valid (e.g. GST free component of a building surveyors registration), the GST calculated can be manually changed. Select the blue next arrow to continue creating your progress claim.
Once the claim is completed, and signed the document off, go to the Contract Summary view to review the contract values. The values will now be committed and a total % complete for the project has been calculated.
Every UniPhi installation will have different template configurations and requirements. The System Administrator manual provides a more detailed view of all the document input objects.
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