View the Summary Preview for a Subcontractor Progress Claim

Objective

To view the 'Summary Preview' in a subcontractor progress claim. 

Background

As you work on creating and editing your subcontractor progress claim, you can expand the 'Summary Preview' card on your progress claim to see what your final progress claim is going to look like. 

Things to Consider

• Required User Permissions:
  • You must be an progress claim administrator. 

Prerequisites

• Create a Subcontractor Progress Claim

Steps

1. Navigate to the project's Invoicing tool. 
2. Click the Subcontractor tab. 
3. Locate the progress claim to preview. 
4. Click the Progress Claim # link to open it. 
5. Scroll down to the Summary Preview. 
6. Click the arrow to expand the Summary Preview card. 
   
   

See Also

• Create a Subcontractor Progress Claim