Create a Head Contract Claim

Learn to efficiently create a head contract progress claim with this concise guide. Perfect for contract management, it ensures accurate claims, saves time, and minimises errors, whether you're new to the process or need a quick reference.

Step By Step Guide

1. Click "Finance" on the Plexa Dashboard

2. Click "Head Contract" Icon in the Finance Menu

3. Click "+ Create a Claim"

4. Click "Addressed to" Field to invite recipients

5. Click the "Claim Number" field and Insert Claim Number

6. Select "LS" to enter Lump Sum Values.

7. Enter "Values" in the Claim Schedule.

8. Click "Finalize" to Finalize and Submit

NOTE: (No edits will be allowed after clicking Finalize)

1. Click "Yes" to Finalize. This will download an excel sheet for the client or the QS.

2. Click "Upload Approved" or "Reject"

3. Click "Click to upload" and select the excel file you want to upload.

4. The values will be extracted from the excel.

5. Click "Confirm Approval" to Approve the Head Contract Claim.

Video Tutorial

For a visual guide, please watch the tutorial below