🇦🇺 How to submit a Progress Claim as a Subcontractor

This video explains how to submit a progress claim as a subcontractor in Planyard.

You don’t need a Planyard login to complete your progress claim. Simply follow the link provided by the main contractor, enter your claim details, and submit it for review.

Watch the video below for step-by-step instructions.

Summary

Subcontractors submit monthly progress claims through a secure email link sent by the contractor. No login or account is required.

The progress claim form opens in the browser and shows:

• The contracted schedule of values
• Previous payments
• Remaining contract balance

You enter progress as a percentage, units, or financial value. All amounts must exclude GST. Totals update automatically.

You can also add approved variations directly to the progress claim.

After submission:

• The contractor reviews the progress claim
• You receive an email confirmation
• Once approved, you receive the approved progress claim showing invoice value, retention held, and variations

To complete the process, you must:

• Use the invoice submission link in the approval email
• Upload your sales invoice
• Ensure the net invoice amount exactly matches the approved progress claim

If the totals do not match, the invoice may be rejected and payment delayed.