(Beta) View the Summary Preview for a Subcontractor Invoice from the Progress Billings Tool
Note
If you have the generally available version of subcontractor invoices, there is no equivalent to the 'Summary Preview' because it is a new feature in the Beta experience.Objective
To view the 'Summary Preview' in a subcontractor payment application.
Background
As you work on creating and editing your subcontractor payment application, you can expand the 'Summary Preview' card on your payment application to see what your final payment application is going to look like.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
Prerequisites
Steps
- Navigate to the project's Progress Billings tool.
- Click the Subcontractor tab.
- Locate the subcontractor payment application that you want to preview.
- Click the Payment application # link.
- Expand the Summary Preview card.
The image below shows you the fields in the Summary Preview card.