A. PCS DASHBOARD (INSIDE YOUR PROJECT)

1.  From your project page, click Create on Payment Claim System tile.

2. You will be redirected to the PCS Dashboard. Click Edit Project Breakdown. 

3. Go to Price Breakdown tab and update your Claimant / Scheduler Details.

CLAIMANT NAME

Notes:
3.1 Only tagged claimants can create Payment Claims.
3.2 Owner Admin(s) and Project Breakdown Creator cannot be removed as default claimants.

SCHEDULER NAME

Notes:
3.3 Only tagged schedulers can assess Payment Claims.
3.4 Owner Admin(s) and Project Breakdown Creator cannot be removed as default schedulers.

4. Once the desired changes have been made, click Save.

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B. PAYMENT CLAIM SYSTEM TAB (OUTSIDE YOUR PROJECT)

1. There are two ways to go to project breakdown:

  • From the search bar located in the upper right corner of your portal, type in 'Project Breakdown' then click on the result.
  • From the dashboard, go to Construction Phase > Payment Claims > Payment Claim System > Project Breakdown.

2. Under On-going Projects are projects with an existing project breakdown. Click Update PC to the project.

3. You will be redirected to the Project Breakdown form of the project. Update the details on the Claimant / Scheduler Details.

CLAIMANT NAME

3.1 Input the person(s) responsible for making claims for payment.
Note: Only users tagged as claimants can make a claim. Otherwise, they are restricted to do so.

SCHEDULER NAME

3.2 Input the person(s) responsible for making claims for assessing claims.
Note: Only users tagged as schedulers can assess a claim. Otherwise, they are restricted to do so.

3.3 If you have enabled the Payment Schedule, it will display right below the Claimant Name panel. If not, click the Yes button to enable payment schedule and set the scheduler for your claims.

4. Once the desired changes have been made, click Save.

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