Claim definition

1) Enter required basic claim information (mandatory)
(blue marked boxes in picture)

• Specify active (demand) or passive (liability) claim

• Claim title (shown in Pool)

• Select Claim category & reason (shown in Pool and reporting)

• Expected closing date for claim  

• Claim description 

• Reporting relevant information

  • Estimated claim cost 

  • Expected Claim compensation 

  • Expected payment date

  • Probability of success (defines color of bar in Report)

• additional project affected by claim (important for volume based compensation)

2) Additional basic claim information (optional)
(grey marked boxes in picture)

• Start and end date of costs accrued

• next customer meeting date

• external (e.g. ERP based) system number

• Customer reference number (if available)

• Data upload (Drag&drop or Browse)

3) Save & receive claim ID

• Save (as draft) - values will not be shown in reporting

• Save & Submit - values transferred to reporting

• Next workflow tabs activated (parallel editing possible)