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Procore (en-GB)

Create a Payment Programme

 Note
flag-australia.png This tutorial discusses a feature that is available to Procore customers in Australia and New Zealand. 

Objective

To create a payment programme that contains subcontractor claimed amounts, approved amounts and reasons for the difference between claimed and approved amounts.

Background

In Australia and New Zealand, a payment programme is a legal notice that is served on a claimant in response to a claim for payment. Construction businesses operating in Australia and New Zealand are creating payment programmes to facilitate the payment application approval process, as well as claims of work performed by subcontractors.

In a typical payment programme workflow, subcontractors submit an payment application for work performed. The main contractor will review the payment application and either approve or reject the amounts that the subcontractor is claiming for work performed. When a payment programme is created from the payment application, the amounts claimed, amounts approved and reasons for rejected amounts will be noted on the payment programme form.

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Commitments tool.
  2. Click the Contracts tab.
  3. Locate the contract associated with the subcontractor payment application. Then click View.
  4. Select the Payment Applications tab.
  5. Perform one of the following steps:
    • Click the PDF icon icon-pdf.png on the far right side of the most recent line item.
      OR
    • Click View next to the most recent line item and then on the Payment Applications screen, select PDF from the Export drop-down list.
      Example
      The illustrations below show the 'Application and Certificate for Payment.' The first page provides a summary and the second page provides line item detail.  
      payment-programme-doc-summary.png
      payment-programme-doc-detail.png

 

If you would like to learn more about Procore’s commitments software and how it can help your business, please visit our construction financials tool product page here.