Edit an Progress Claim in Portfolio Financials

Objective

To edit an progress claim that was added to the Contract Room in Portfolio Financials.

Background

The Contract Room is a shared portal where vendors can submit variations and progress claims directly to the project team for approval throughout the duration of the project. The Progress Claims tab of the Contract Room is where progress claims can be added, managed and reviewed.

Things to Consider

• Required User Permissions:
  • 'Vendor' access to the project or higher.
    Note: Users with 'Vendor' or 'Limited' access can only edit a progress claim that they added. If you are a vendor needing to edit your progress claim Can I edit my variation or progress claim in Portfolio Financials?
• Additional Information:
  • Progress Claims must be in a Pending state in order to be edited. If a progress claim was submitted by the vendor team, it can only be edited by the vendor team.

Steps

1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker. 
   Note: Cost items with a Contract Room are marked with a ribbon  icon.
2. Click the Progress Claims tab.
3. Click the progress claim you want to edit.
4. Click the vertical ellipsis  icon.
5. Click Edit.
6. Make any necessary updates to the Progress Claim Overview, Progress Claim Details or Documents sections.
7. Click Save.

Demo

See Also

• Add an Progress Claim in Portfolio Financials
• View the Contract Room in Portfolio Financials