To upload a progress claim: Navigate to your Billing Workflow Select the Progress tab. From the More menu, select Upload Billing Amounts. From the Upload Billing Amount dialog box, select a template to get a pre-formatted Excel spreadsheet for uploading. Choose from either: This Period Billing...
To import a progress claim as a part of your Billing Workflow: Navigate to your Billing Workflow for Subcontractors The Progress tab will display first for most users beginning the claiming process. If a project allows stored material tracking, this will be the second tab in the claiming ...