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Progress Claims

Track work progress and manage payment claims

What is a Progress Claim?

Progress Claims track work completed during a claim period and calculate payment amounts. Each claim follows the Schedule of Values (SOV) format, referencing BQ line items with quantities completed, evidence attachments, and cumulative progress tracking.

Claims list with status badges
The Claims tab shows all claims with their current status

How are claim quantities tracked?

Each claim line mirrors a BQ item, tracking quantities at different stages:

ColumnDescription
Contract QtyOriginal BQ quantity (total scope)
Previous QtyTotal claimed in prior claims
This Claim QtyWork done this period (you enter this)
Cumulative QtyPrevious + This Claim (auto-calculated)
Balance QtyContract - Cumulative (remaining work)

Amount Calculation

This Claim Amount = This Claim Qty × Unit Rate

1

How do I create a claim?

Before you start: A BQ must exist before creating claims.
  1. Open your work package and go to the Claims tab
  2. Click "New Claim"
  3. Set the claim period (start and end dates)
  4. Choose to "Generate from BQ" to pre-fill all lines
  5. Click "Create"
Auto-numbering: Claims are numbered automatically (Claim #1, #2, etc.). Previous claim quantities are carried forward to the new claim.
New Claim modal
Create a new claim by setting the claim period and reference
2

How do I enter claim quantities?

  1. Click on a claim line to edit
  2. Enter the "This Claim Qty" value
  3. Cumulative and balance update automatically
  4. Amount is calculated from quantity × rate
Validation Rules
  • Cumulative cannot exceed contract quantity
  • Negative quantities not allowed
  • Auto-saves as you type
Claim detail with editable quantities
Enter "This Claim" quantities for work completed this period
3

How do I attach evidence to claim lines?

Link survey evidence (road segments, tagged assets, photos) to claim lines to justify quantities claimed. This creates a traceable audit trail from field data to payment.

Why link evidence?

Evidence linking creates an auditable trail from "work claimed" to "work observed in field". Auditors can trace any claim amount back to the original survey data, GPS coordinates, and photos.

Link Road Segments

Road segments contain measurements (length, area) and GPS coordinates. Link segments to show where work was performed.

  1. Click "Link Evidence" on a claim line
  2. Select the "Segments" tab
  3. Search or filter by road number, chainage
  4. Select relevant segments and click "Link"

Link Tagged Assets

Tagged assets include signboards, guardrails, km markers with photos and coordinates. Link assets to document specific items claimed.

  1. Click "Link Evidence" on a claim line
  2. Select the "Assets" tab
  3. Search by asset type or chainage
  4. Select relevant assets and click "Link"
Evidence Summary

Linked evidence appears in the claim line's detail panel. Each link shows: type (segment/asset), location (chainage, GPS), and a thumbnail if available.

How does retention work?

Retention is a percentage held back from each payment as security:

During Construction

Typically 5-10% of each claim is retained until practical completion. Set in Work Package Settings.

After Completion

Half released at practical completion, rest after defects liability period.

Claim Total Calculation:
Net Payable = Gross Amount − Retention − Previous Payments

What are the claim statuses?

Draft
Submitted
Under Review
Certified
Paid
Draft
Claim is being prepared. Quantities and evidence can be edited.
Submitted
Sent to client/certifier for review. Locked for editing.
Under Review
Being verified by quantity surveyor.
Certified
Approved amount confirmed. Payment certificate issued.
Paid
Payment received and recorded.
Certified claim with amounts
A certified claim shows final amounts and cannot be modified

Best Practices

DO
  • Link evidence before submitting claims
  • Review previous claim quantities before entering new ones
  • Set correct claim period dates
  • Export PDF for client submission
DON'T
  • Submit claims without linked evidence
  • Claim more than contract quantity
  • Delete claims after submission
  • Change BQ rates after claims exist

What Auditors Will Ask

"Where was this work performed?"
Click on the claim line — linked evidence shows GPS coordinates, chainage, and photos from field surveys.
"How was this quantity measured?"
Evidence links trace to road segments with length/area measurements from GPS track data.
"What is the cumulative progress?"
Each claim shows previous, this claim, and cumulative quantities. Check Claim #1 through current for full history.
"When was this claim certified?"
Claim status history shows submission and certification timestamps. Also check Audit Logs.
"What rate was used for this item?"
Claim lines inherit rates from BQ. Check BQ tab → rateRef for rate book provenance.

Related Guides

Work Packages
Link surveys and define scope
Bill of Quantities
Generate BQ and link to SOR
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