View a summary of your project, including Total Contract Value, Base Contract and Variation amounts, what has been Claimed and Certified, and see where Certificate approvals are stuck this month
Overview
When you’re running a project, it’s key to know financially where you are each month. The Project Summary Table enables you to see each Contract you have within a Project, where it is overall.
Create a Project Group
To create a Project group of Base Contracts, first go to your Claims Received section.
Select a Contract, and within the Contract Overview section, select the Edit pencil.
At the top, you should see the Project Group section. From here, either select an existing project from the dropdown menu, or click Manage Groups to Create a new group, or to edit any existing groups.
Once you have done this, select Save and your selected Contract will now be added to the Project group in the Project Summary on your Dashboard page.
Repeat this action for all the individual contracts you would like allocated to a Project.
Key States
There are a few key states within the Project Summary table, they are described below.
- Two Claims received in the Project Group, with two Certificates issued.
- One Claim received and one Certificate issued with multiple approvers. You can view that certificate if there is only one pay cert issued in the month. If multiple pay certs are issued you will have to view them in the project itself.
- One Claim received and one Certificate issued with no approvers approvers.
- Certificate is overdue by 3 days because it is still in draft status waiting for multiple approvers to take action.
- Certificate not issued and is due in 7 days
- All claims are up to date in the Project Group with no new outstanding Claims.
- No claims to date in the Project Group
- Certificate currently with multiple approvers with one day to respond to Payment Claim
Additional Information
In the Total Variations / Base Contract Value column you will see circles which are pie graphs of Variations verses Base Contract values for each contract. The colours on each are defined as:
Clicking on the 
icon next to the header in this column will also show you this information.
In the Claimed to Date / Certified to Date column the bar graphs shows financial progress for each Contract. The colours can be interpreted in terms of the difference between Claims coming in verses Certificates going out. The benchmark guidelines are:
Clicking on the icon next to the header in this column will also show you this information.