Applications

What Applications are

An Application for payment (APP) is your formal claim to the client for work completed. Applications pull together completed work from the schedule of rates, unfixed materials from the buying list, and any Variations or Dayworks that have been applied to the project.

Viewing Applications

Open a project and click Applications in the sidebar under Contract Management. The table shows all Applications with their number, description, status, value, and who created them.

Filter by Status or Created By.

Creating an Application

1. 1

   Click Create Application in the top-right corner.

2. 2

   Enter a Reference for the Application.

3. 3

   Select a Claim Date.

4. 4

   Optionally enter a Description and Notes.

5. 5

   Click Create. You are taken to the Application detail page.

The Application detail page

The detail page is organised into four tabs, each showing a different source of claimable work.

Completed Work

Shows the schedule of rates tree. Claim quantities against each line item to record completed work. Use Claim Remaining to claim all unclaimed items at once, or Clear All to reset claims.

If the project has no schedule of rates, a link takes you to the Application Wizard to build a custom completed works structure.

Unfixed Materials

Shows buying list items that can be claimed as unfixed materials on site. Filter by Cost Code to find specific items.

Variations

Shows Variations that have been applied to the project. Tick each Variation you want to include in this Application. Use Claim Remaining or Clear All for bulk actions.

Dayworks

Shows Dayworks that have been applied to the project. Tick each Daywork to include it. Bulk actions work the same as Variations.

Summary cards

Above the tabs, summary cards show the current totals for each section — Completed Work, Unfixed Materials, Variations, and Dayworks — along with previous and cumulative values.

The Application wizard

If your project has no schedule of rates, you can build a custom completed works structure using the Application wizard.

1. 1

   From an Application with no completed work data, click the link to open the wizard.

2. 2

   Build a tree structure using four levels:

   Level	Colour	Purpose
   A	Blue	Root sections
   B	Green	Subsections
   C	Yellow	Items
   D	Purple	Leaf items — these accept cost values

3. 3

   Enter a Description for each node. For leaf nodes (Level D), enter a Total Cost.

4. 4

   Parent node totals calculate automatically from their children.

5. 5

   Click Create Custom Application to save the structure and return to the Applications list.

Status and actions

Change the status using the status dropdown in the header. When the status is Approved, it becomes read-only.

From the Actions dropdown you can:

• Generate Report — produce PDF reports at various detail levels
• Modify Application — edit the reference, description, and notes
• Link with Issue — associate the Application with a project action
• Cancel Application — cancel the Application (unavailable if already approved or cancelled)

Next steps

• Payment Notices — issue Payment Notices with MCD and retention deductions.
• Variations — manage scope changes that feed into Applications.
• Dayworks — manage Daywork records that feed into Applications.