Contract Claims Workbench

Contract Claims are described in the section Contract Claim Entry.

Use the Contract Claims Workbench to perform bulk actions or reviews on current/last contract claims for all or selected contract-claim configuration combinations, for active contract revisions.

To navigate to Contract Claims Workbench:

  • Advanced Project Management > Contract Management > General Operations > Contract Claims Workbench.

To review or process multiple contract claims:

  1. Navigate to Contract Claims Workbench (Advanced Project Management > Contract Management > General Operations > Contract Claims Workbench).

  2. Filter the contract claims by selecting from the Contract Claims drop-down list.

    The options are:

    • Active Contracts & Revisions

    • WIP Claims - All

    • WIP Claims - Pending Release

    • WIP Claims - Pending Approval

    • WIP Claims - Pending Invoice Generation

    • WIP Claims - Pending Invoice Posting

    Filter depending on the action you want to take. For example, select Active Contracts & Revisions if you want to review contract claims. Select WIP Claims – Pending Release if you want to release a batch of claims.

  3. Select all results by selecting the check box in the grid header OR

    Select one or more results by selecting the check box for the row.

  4. Select a button on the menu bar to perform a bulk action against all of the selected contract claims. The menu buttons, from right to left, follow the stages of the claims process, from creating the claim to posting an AR Invoice.

    Where actions cannot be completed, a message is displayed.

    • Select Generate Claims GenerateClaimsSpannerBtn to generate claims from the selected Contract-Claim Configurations. New claims are generated for those contract > claim configuration > line-item combinations (for Progress and Quantity billing) or contract > claim configuration > line-item-transaction-line combinations (for Rates billing) that do not already have an open contract claim.

    • Click Delete Claims DeleteBtn to delete the selected contract claims. The selected contract claims are deleted. See Deleting an Open Contract Claim.

    • To review a contract claim, select a single row, then click Load Claims LoadClaimsDownloadBtn to load the selected contract claim in Contract Claim Entry. While reviewing the claim, you can adjust claim amounts, as described in the section Contract Claim Entry.

    • Click Approve ApproveBtn to approve the selected contract claims.

    • Click Generate AR Invoices GenerateBtn to generate AR Invoices from the selected Contract Claim Configurations. The contract claim must be approved and released before you can generate an AR Invoice.

      The AP Invoice Generation slide-out panel opens. Click Add to New Group OR select an AR Group ID and click Add to Existing Group.

      The AR Invoice is generated.

    • Click Post AR Invoices ProcessIcon to post AR Invoices from the selected Contract-Claim Configurations.