Edit a Configurable PDF of a HC/Client Progress Claim in the Client Contracts Tool
Background
This tutorial shows you how to use the options in the Configurable PDF tab of an owner progress claim. You can use the options in this tab to customise the way line items display on the PDF, such as how you want to group and summarise progress claim line items so they display the way you want before you present the PDF to an owner.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Client Contracts tool.
Note
Your ability to perform tasks with the Progress Billings tool depends on the permissions you've been granted on the client contract or commitment that you are working with. To learn more about the specific tasks that you can perform with the Progress Billings tool, see
Permissions: Progress Billings.
- Additional Information:
- If you click the Email Progress Claim button, only the Detail tab PDF of the Progress Claim will be sent to recipients, not the 'Configurable PDF' tab.
Steps
- Navigate to the project's Progress Billings tool.
- Click the HC/Client tab.
- Locate the progress claim to work with. Then click its Progress Claim # link.
- Click the Configurable PDF tab.
- Edit the PDF in any of the following ways:
- Summarization
By clicking the arrows, you can expand and collapse the line items to show differing levels of data. To expand, click the arrow illustrated below. To collapse, click the arrow again.
- Grouping
Click the Group drop-down list to the group or subtotal line items by your selection: