The Schedule Sub-Tab
If your project's schedule has tasks allocated to you, you may have access to the schedule sub-tab - generally, this is a top-level view (milestone view) of the project.
The Progress Payment Sub-Tab
Your builder might give you access to the progress payment sub-tab. This is simply a reflection of your contract agreement, with a record of any additional non-contract charges. It is a very clear listing of what is expected to be paid, what has been paid, and what is still to be paid. Going down this page we can see it is broken down into a number of sections:
- At the top of the page, we list any non-contract items - that is anything outside of your initial build contract agreement i.e. unexpected engineering fees etc.
- Then any pre-consent deposits i.e. a drawings deposit
- The unconditional/contract signing deposit - depending on your contract agreement, this may be listed in the stage claim section below
- Other items aka pc sums
- Stage claim items or charge-up lines
- Variations - if any
Below is a summary of the non-contract and contract totals. If you have any non-contract amounts we list the:
- Non-Contract Total
- Non Contract (amount) paid to date
- Balance of the Non-Contract (amount) Payable
And then the
- Contract Price
- Total (contract price plus) Including Variations
- The paid-to-date (amount)
- And finally, the Balance of the contract (amount) Payable
As you can see each line item has:
- The description of the payment
- The date that the payment was requested
- The date that the payment was made
- And the total including GST
You have the ability to print a receipt of any of the payments that have been made, and/or print this entire page as a summary of the payments required, and payments made to date as proof of funds required.
