To implement Claims Management into Framework, claims against current jobs in Construction must be groomed.

We recommend the following to complete this process:

Confirmed Contract Amount

Once the total contract amount is confirmed, this can be updated in Framework and the progress claims schedule can be created.

• Contract Amount - this can be confirmed on the B. Contract screen under the Document group of the list bar.

Contract Claims Schedule

With the contract amount known, the progress claim schedule for the contract must be created:

• Select Claims from the Construction group of the list bar.
• Click the Template button and select the appropriate claim template for the job's method of payment.  A list of claims that breaks down the contract value will appear.  Click on the Calc button to calculate the claims.
• Confirm the initial deposit amount paid and edit the deposit claim
  • Highlight the deposit claim (the first one in the list), and click the lower right Edit button
  • From the Progress Claim drop down menu apply Contract Deposit
  • Update the initial deposit amount to reflect the payment received (e.g. $1,500)
  • Click the OK button

Document Management

Once the contract claims details have been entered, the Contract Tender, Post Contract Variations & Building Variations must be updated for historical accuracy.  PCVO & BVO that have a status of Final will be added to the Progress Claims area.

• Select Tender from the Document group of the list bar
  • Edit the tender and create a Misc group
  • Create one item with the Tender Amount in the retail debt field.  In the Notes tab enter "Pre Framework Tender"
  • Repeat this process for PCVO & BVO

Receipting Payments

Once the claim breakdown has been created and the variations applied, any applicable payments will need to be recorded.

• Select Claims from the Construction group of the list bar
• Click in the Payments section of the screen
• Confirm the deposit amount paid - with the initial deposit having been receipted prior to the claim template having been applied you now need to indicate which Progress Claim the deposit belongs to
  • Highlight the Initial Deposit payment in the bottom half of the Claims screen and click the lower right Edit button
  • Click on the drop down menu of the Progress Claim field and select Contract Deposit
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  • Click the OK button
  • If the Initial Deposit was not received in one payment, then perform the same steps to any other deposits which make up the Contract Deposit
• Repeat the process for all deposits received for Progress Payments, selecting the appropriate Progress Claim from the drop down menu
• Where the deposit has not been receipted previously click Newin the bottom right hand corner (Note: Click in the Payments section of the screen first)

Printing Documents

From within the Claims, Tender, PCVO or BVO group of the list bar, click the Print Preview button and select the appropriate report you wish to view/print

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