A pay request bills the work placed and inspected during a pay period on a project, or across every project in a group. This article walks through creating one. For how the feature fits together, see the Pay Requests overview.
Administrators and Project Managers can create pay requests.
How to create a pay request
Start on the project's Pay Requests page. In the project navigation, open Pay Requests.
Click Create New Pay Request to open the builder.
Set the pay period. The Start Date is filled in for you as the day after the end date of the most recent pay request. Use the End Date field to set the end of the period.
Review the billed items below the dates. Oversite pulls the placed, inspected quantities for the period and shows each item with its Current, Previous, and To Date quantities and amounts. The Total Billable Amount updates as the items load.
(Optional) Add any adjustments.
(Optional) Release held retainage if you are returning any. See Releasing Retained Value.
(Optional) Release withheld quantities if the project has any. See Releasing Withheld Items.
Save the pay request:
Click Save as Draft to keep it as an editable working copy.
Click Submit to Pending to save it and move it to Pending Approval in one step.
The new pay request appears in your list. If you saved it as a draft, its status is Draft.
How to create a pay request for a group
From a group's Pay Requests page, click Create New Group Pay Request to build one pay request for the same pay period across every project in the group. Oversite creates a separate pay request for each project, so each project's billing and retainage stay correct.
Note: You cannot create a pay request on a project that is completed.
Troubleshooting
I cannot see the Create New Pay Request button. Confirm you are an Administrator or Project Manager, and check whether the project is completed. Completed projects do not allow new pay requests.
There are no items to bill for the period. Confirm the Start Date and End Date cover the days the work was inspected, confirm the daily inspections for the period are complete, and check whether the placed quantity is withheld or waiting on material certification.
After you create a pay request, you can move it through approval, add signatures, and export it.