Adding a Payment Estimate Type

The Add Reference Payment Estimate Type component opens on the General tab, which allows you to record general information and contract types to the new payment estimate type. From this component you can also add required approval levels for the payment estimate type by clicking the Approval Levels tab on the left side of the component.

To create a new reference payment estimate type, you must enter information in these required fields:

• Name

• Payment Estimate Type

You can associate more than one name with the same payment estimate type.  For example, the same payment estimate type, progress, might be used for two different names that use the same type: one named "Progress" and the other named "Retainage Release."

Adding Contract Types to the Payment Estimate Type

It is not required, but you associate contract types with this payment estimate type by following these steps:

1. In the Contract Types section, click the Select Contract Types button.
   
   The system displays a window for selecting contract types.

2. In the window, locate the contract type you want to add to the payment estimate type by typing criteria in the Quick Find search box or by clicking Show first 10.
   
   The system lists all the contract types that meet your search criteria.

3. Click the row for each contract type you want to add.
   
   The system adds a check mark beside each contract type you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add to Ref Payment Estimate Type button.
   
   The system closes the modal window and adds the new contract types to the list on the General tab.

5. Click the Save button.

Adding Approval Levels to the Payment Estimate Type

The Approval Levels tab allows you to add up to nine levels of required approvals for each reference payment estimate type name. The tab opens with one blank row displayed. To add an approval level, click in the blank row and enter information in these fields:

• Level

• Role

When you have finished adding information, click the Save button. 

To add an additional approval level, click the New button. The system adds a new level row at the bottom of the list. All fields in the new row are blank. To save the new level, enter information in both fields and click Save. Repeat this process to add as many approval levels as required.

• Note: Each Level field value for the same estimate name must be unique.

When you are finished adding reference payment estimate types, click the Save button to apply your changes. The system displays a message to confirm that your changes were saved.

Related topics:

Maintaining a Payment Estimate Type