View the Owner Progress Claim Prefill Breakdown

This release introduces the second phase of three improvements to the Owner Progress Claim prefill process. Previously, costs were automatically prefilled based on rigid date parameters, which often required manual cleanup. Now, you have the flexibility to review and hand-select specific costs across different billing periods before they are added to a progress claim. You can also split Subcontractor Progress Claims and Direct Costs by line item or mark specific costs as non-billable to ensure your owner progress claims accurately reflect project costs.

• You can still automate your progress claims to skip the manual review.

• Marking a cost as Non-Billable filters it from the review view and prevents it from appearing in future billing periods.

Required User Permissions:

• 'Standard' or 'Admin' level permissions on the project's Owner Progress Claims tool.

• Additional Information:

  • The Owner Progress Claims tool must be enabled on the project.

1. Navigate to the project's Owner Progress Claims tool.

2. Click Create to start a new progress claim.

3. In the Create Owner Progress Claim modal, choose one of the following:

   • To use the manual selection process, click Create & Review Prefill.

   • To use the legacy date-based process, click Create.

4. On the Review Pre-Fill Costs screen, locate the list of available cost items including Subcontractor Progress Claims and Direct Costs.

5. Review the line items and perform any of the following actions:

   • Select for Prefill: Uncheck the costs you want to exclude from this progress claim.

   • Split Costs: Expand the cost item to split a single costs line item across multiple progress claims.

   • Mark as Non-Billable: Change the status of the costs as Non-Billable to exclude the cost from being included in owner charges. These items will be hidden from future progress claims.

6. Click Prefill Progress Claim.