To add a new claim, click on the 'New Claim' button at the bottom left of the Progress Claim form (ref. Progress claims Fig 1.). Enter the required information into the form (fig 1 below);
| • | New claim cutoff date - The date the progress claim is valid at |
| • | Description - Text describing the claim |
Upon clicking the create button, there will be a delay as Civil Pro creates a copy of the schedule for your new progress claim. You can now update the quantities manually for your progress claim, or generate the quantities to date automatically based on your quality assurance records by taking a snapshot (refer below)
Upon creating a new progress claim, all old progress claims will be locked, unlock using options from the progress claim context menu (right click on the top grid in Fig 1). To update information for a progress claim, Enable editing by selecting Enable Editing from the context menu and update the required data.
Fig 1. The New Progress Claim form