Progress Claims

Progress claims are set up for grants and contracts.

• For a grant: A progress claim represents a claim to the funding body for a portion of the funding promised as part of the funding agreement. Progress claims are a simple way to record the claim to the funding body, the date, and amount, along with your internal approval required for claim submission. A progress claim can also be submitted directly to the funding body.
• For a contract: A progress claim represents associated invoices / costs from the contractor who was awarded the contract.

To get started, click the Add icon at the top of the Progress Claims table.

Assign a name and description for the progress claim, along with the other required fields. Be sure to include a Progress Claim Amount. The Delivery Owner is the team member responsible for completing the progress claim. Click Save Changes.

Note: If the Delivery Owner is different than the Delivery Creator, the Delivery Owner will be notified of their new assigned task. Both the Delivery Owner and Delivery Creator can enter or edit fields for the progress claim.

Once saved, the Delivery Owner can continue with the progress claim tabs: Details, Documents, Approvals, Submit, Reports, Permissions, and Governance Log. The interactions on these tabs are the same as the corresponding tabs for planned activities.

When you close a progress claim, it appears in the Progress Claims table. 

Double-clicking a progress claim opens it for viewing or editing. While a progress claim is highlighted in the table, you can delete it.

Note: An approved progress claim cannot be deleted.