Edit a Payment Application in Portfolio Financials

Objective

To edit a payment application that was added to the Contract Room in Portfolio Financials.

Background

The Contract Room is a shared portal where vendors can submit variations and payment applications directly to the project team for approval throughout the duration of the project. The Payment Applications tab of the Contract Room is where payment applications can be added, managed and reviewed.

Things to Consider

• Required User Permissions:
  • 'Vendor' access to the project or higher.
    Note: Users with 'Vendor' or 'Limited' access can only edit a payment application that they added. If you are a vendor needing to edit your payment application Can I edit my variation or payment application in Portfolio Financials?
• Additional Information:
  • Payment Applications must be in a Pending state in order to be edited. If a payment application was submitted by the vendor team, it can only be edited by the vendor team.

Steps

1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker. 
   Note: Cost items with a Contract Room are marked with a ribbon  icon.
2. Click the Payment Applications tab.
3. Click the payment application you want to edit.
4. Click the vertical ellipsis  icon.
5. Click Edit.
6. Make any necessary updates to the Payment Application Overview, Payment Application Details or Documents sections.
7. Click Save.

Demo

See Also

• Add a Payment Application in Portfolio Financials
• View the Contract Room in Portfolio Financials