Create a Payment Program
Limited Release
These steps below describe how to create a payment program using the modernised experience for the Commitments tool (see Project Financials: Modernised Experience for the Commitments Tool) and the modernised experience for subcontractor progress claims (see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing).
If you are using the legacy experience for the Commitments tool, see Create a Payment Program.
Note
Objective
Background
Things to Consider
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- In the table, choose one of these options:
- Locate the progress claim that you want to create the payment program for. Next, click its Progress Claim # link to open it.
OR - Locate the commitment associated with the progress claim that you want to create the payment program for. Then, click its Contract link to open the commitment. In the commitment, click the Progress Claims tab. Locate the latest progress claim in the Progress Claims (Commitment progress claims) table. The click the Progress Claim Position or Progress Claim # link to open it.
Tip
How do I find the latest progress claim? Review the values in the Progress Claim Position column. Each progress claim is assigned a number, in the order progress claims are created. This column sorts progress claims from newest to oldest by default. To change the sort order, click the Overflow menu in the column heading and choose one (1) of the Sort By This Column options.
- Locate the progress claim that you want to create the payment program for. Next, click its Progress Claim # link to open it.
- Click the Export button and choose the PDF option.
Example