Project Claims

How to build and structure a Project Claim in Prestartr

Table of Contents

Claim Configuration Project Claims

Claim Configuration

Before generating a Project Claim, each Job must be configured with its claim periods. 

In the Jobs module, click the edit pencil on a job record, scroll to Cost Control Details.

From here, enter the dates for First Claim Period Start Date and End Date. 

Job Claims can be enabled for Claims per calendar month.

Project Claims

Project Claims are based around the Claim Configuration, the Job Budget, and the Productivity Tracker.

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Before we get started…

To create a Project Claim, the Job requires a Budget. 

If you need assistance with setting up a Job Budget, see our article Budget Basics for more details.  

Once you have finalised your Budget, proceed to the Productivity Tracker to continue creating a Project Claim in Prestartr.

 
 
 

Productivity Tracker

The Productivity Tracker

This is where the completion of work against the budget is visible. It is comprised of the Budget and Variation sections.

A key function is the  “Import All Items and Sub Items”, which automatically brings your entire budget structure, including milestones and sub-items. This saves you from rebuilding claim line items by hand .

Click the Plus icon at the top of the Productivity Tracker window to import these items.

Budget Items on the Productivity Tracker

Populating Claim Details

For each budget line item (activity), you update:

  • Weighting (if applicable)
  • Quantity/Unit
  • Rate
  • % Complete

These feed into the claim calculation, determining how much of each activity is certifiable in the current period.

 
 

Variations on the Productivity Tracker

Populating Variation Details

For each Variation line item (activity), you update:

  • Weighting (if applicable)
  • Quantity/Unit
  • Rate
  • % Complete

These feed into the claim calculation, determining how much of each activity is certifiable in the current period.

 
 

You can also import your Productivity Tracker via file import using two CSV files:

  • Elements (Budget Items)
  • Sub-Elements (Budget Sub-Items)
 
 

Create a Claim

Project Claims

The Project Claim window is sorted by date and will display previous claims, if any, by navigating to that date.

To create a new claim, click the Edit button at the top of the Project Claims window.

While in Edit mode, the available fields will be displayed:

  • Period Claimed QTY
  • Period Claimed ($)
  • Certified to Date Qty
  • Certified ($)

Edit these fields to produce the correct values for the Project Claim. When satisfied with the resulting claim amount, click the Save icon at the top of the Project Claims window.

This will create a Project Claim for the selected Date.

 
 

Export a Claim

Exporting and Retention
Claims can be exported as CSV or PDF. You choose which data points to include in the export, tailoring the report to client requirements.

Client-Facing Outputs
The PDF/CSV export reflects your configured claim periods, aggregated certifiable amounts, and any optional fields you’ve toggled on or off - ensuring consistency in your deliverable “Project Claims” documents.

 
 

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