Project Breakdown showcases a more straightforward and user-friendly interface where you can easily manage your way from your Project Details down to your Bank Details. It is required for every project of Lump Sum type.

1. From your Project Page, click Create on the Payment Claim System tile.

2. You will then be directed to the Project Breakdown page. Click OK on the message.

3. PROJECT DETAILS

The details that you have entered on your Project Page Customer Representative and Project Representative tabs auto-populate here by default. Click the Edit button to update the fields.

4. PRICE BREAKDOWN

4.1 Claimant / Scheduler Details

4.1.1 The Claimant field is pre-populated with the Account Owner/s' and Project Breakdown Creator's Names by default. You can change or add claimants for your project by removing existing claimant/s or adding new claimants who have access to your portal using the Add/Remove buttons.

4.1.2 You can enable Scheduler for your project by sliding the button for Scheduler to Yes. The Scheduler field is is pre-populated with the Account Owner/s' and Project Breakdown Creator's Names by default. You can change or add schedulers for your project by removing existing scheduler/s or adding new schedulers who have access to your portal.

4.2 Price Breakdown

4.2.1 If you have created a Lump Sum Contract prior to creating your Project Breakdown, then you will see the + Use Contract Breakdown button above the Price Breakdown table. 

Note: This button will only appear if it's your first time creating a Project Breakdown.

4.2.2 Click the + Use Contract Breakdown button to use your contract breakdown. It will automatically populate the table.

4.2.3 If you haven’t created any Lump Sum Contract prior to creating your Project Breakdown, then you can just create your Price Breakdown using the Item Description and Price fields provided. You may Add or Delete rows using the buttons on the right.

4.3 Variation Breakdown

4.3.1 Input your Variations for your project through these fields.

4.3.2 You may Add or Delete rows using the buttons on the right.

4.3.3 To reflect these variations to the Forecast Tool, click the Apply to Forecast button. To learn more how this feature works, click here.

5. DEPOSIT

5.1 You can enable deposit for your project under the Deposit tab.

5.2 Add in this field the percentage of your Original Contract Sum that you want to consider as your deposit.

NOTE: If you have started making progress claims, then you wouldn’t be able to change your Deposit Status unless you withdraw all your existing claims.

6. RETENTION

6.1 You can enable retention for your project under the Retention tab.

6.2 Fill out the required fields.

NOTE: If you have started making progress claims, then you wouldn’t be able to change your Retention Status unless you withdraw all your existing claims.

7. BANK DETAILS

7.1 Your Bank Details fields are pre-populated with the Bank Details that you input in your My Business Info form.

7.2 You can change your Bank Details by directly editing the fields.

8. SUMMARY TABLE

8.1 This table gets populated automatically as you complete your Project Breakdown. Click on the amounts to see their breakdown or computation.

8.2 Save your Project Breakdown by clicking the Save button. You will then be sent to the Payment Claim Dashboard where you can start creating your progress claims.

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