Add New Draw Requests

In this topic, we'll show you how to add new Draw Requests. Draw Requests are received from the companies to whom you give payment through a Committed Contract.

From the Draw Requests Dashboard

  1. Click on the Payments module from the left navigation.



  2. Click on Draw Requests.



  3. Click on the Add New Draw Requests link. A white screen with a link will only show until you haven’t added any Draw Request to the project. Once you add a Draw Request, you will see a Add New Draw Request button located on the top right corner of the screen. You can click on this button to add new Draw Requests.





  4. Click on the Contract dropdown and select the committed contract from the drop down list. Please note that you will always paid against a Committed Contract and so it is a mandatory field. If you haven’t added any Committed Contract yet, you can add it by using the Contracts module.





  5. Click on the Company drop down and select the company, to which you want to send the Draw Request to, from the drop down list.





  6. Click on the Due Date field and select a date from the calendar.





  7. Click on the Cost Code drop down and select the cost code from the dropdown list.



     

  8. Click on the  Assignee text box. An Assignee pop up will show. 



  9. Select the checkboxes next to the assignee names and then click on the Update The assignee names may be prepopulated based on your Workflow Settings.



  10. Go to the Schedule of Values section and  enter an item number in the Item No. input box.

  11. Enter a description in the Description of Work input box.



  12. Enter the scheduled value in the Scheduled Value input box.



  13. Enter the previously completed work value in the From Previous Application input box.

  14. Enter this period’s completed work value in the This Period input box.



  15. Enter presently stored materials value in the Materials Presently Stored input box.



  16. Click on the Attach Files drop down.



  17. Select the Attach From Computer option and select the files that you want to attach with the Draw Request.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.



  18. Click on the Save & Close button.



  19. The Draw Request will be sent to the assignees selected in the previous steps. Assignees will also get notified by email based on their Notifications Settings.

Save

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