(Beta) View the Summary Preview for a Subcontractor Progress Claim from the Progress Billings Tool
Note
If you have the generally available version of subcontractor progress claims, there is no equivalent to the 'Summary Preview' because it is a new feature in the Beta experience.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:
- 'Admin' level permissions on the project's Commitments tool.
Prerequisites
Steps
- Navigate to the project's Progress Billings tool.
- Click the Subcontractor tab.
- Locate the subcontractor progress claim that you want to preview.
- Click the Progress Claim # link.
- Expand the Summary Preview card.
The image below shows you the fields in the Summary Preview card.