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Pay Request Rules and Workflow

A quick overview of the rules and workflows associated with Pay Requests.

Updated over a year ago

User Permissions

  • All users can view and export Pay Requests to PDF.

  • Only Project Managers and Admins can:

    • Create

    • Edit

    • Change state (Approve/Mark as Paid/etc.)

Workflow

Status

Rules

DRAFT

  • Related inspections are not locked.

  • Financial reports will show these items as Placed.

  • Cannot be approved by Admins and PM's.

  • Cannot be exported to PDF.

PENDING APPROVAL

  • Related inspection are locked and cannot be edited.

  • Financial reports will show these items as Payment Requested.

  • Can be approved by Admins and PM's.

  • Can be exported to PDF.

APPROVED

  • Financial reports will show these items as Payment Requested.

  • Pay Request can be marked as paid.

PAID

  • Financial reports will show these items as Paid.

  • Retained values will be added to the project and made available for release on future Pay Requests.

Items & Inspections

  • Items must be on approved inspections to be eligible for an Pay Request.

  • Withheld items will never show on an Pay Request by default.

  • New Pay Requests will always have a start date one day after the end date of the previous Pay Request in the project.

  • A new Pay Request will always include approved, non-payment-requested inspections from before the Pay Request start date. The will not include approved, non-payment-requested inspections from after the Pay Request end date.

  • Inspections with items included on an Pay Request will become locked, indicated by a lock icon at the end of the inspection table row. When locked, the inspection cannot be edited.

Related Articles
Inspection Workflow
Creating a Pay Request
Project Rules and Workflow
Change Order Rules and Workflow
Project & Group Dashboard
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