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Progress Claim Report Claim Number dropdown list & Period to align

Improvements needed for the Progress Claim Report screen, so this is more intuitive. Can we have a dropdown list of the Claims (based on the Job number entered) to select from. And then have the Period date automatically align/update to reflect the actual period of the claim.

  • Selene Stringer
  • Nov 25 2024
Company Maben Group
I need it... Yesterday...Come on already
  • Attach files
  • Selene Stringer commented
    December 10, 2024 03:22

    Thanks Andrew, i am putting together a list and will email you directly at the end of this week /or early next week. It will great to meet in January.

  • Admin
    Andrew Tucker commented
    December 05, 2024 06:10

    Hi Selene,
    As an indication of what we would like to improve for our customers is
    listed below. I would love to listen to your feedback/ and experience also,
    including more info on your latest comment, and in that regard please email
    me directly a brief list of what you personally would like to see enhanced.
    Perhaps we can catch up in a Gmeet to discuss. Email me at
    andrew_tucker@trimble .com

    Indication of changes in our current thinking...

    - Combine Original Work and Variation Claims into one claim screen
    - Allow easier updates of previous claims to match certified amounts
    with flow to subsequent claims
    - Improved link between Invoice and Claim and improved visibility in the
    project module.
    - Allow an easier method to renumber claims
    - Potentially allow claim number sequencing by Debtor in the case where
    a Job has multiple debtors.

    cheers
    Andrew

  • Selene Stringer commented
    December 05, 2024 05:16

    Hi Andrew, could you please provide an indication of your intended improvements to the HC Claims module. We would love to know what in particular you are going to focus on for improvement? i.e. ability to add more Variations to claim after posting / finalisation of the Claim.

  • Admin
    Andrew Tucker commented
    November 25, 2024 03:53

    Hi Selene,
    Unfortunately, we are unable to give timeframes/dates due to Trimble Policy
    as a Listed company, nor any guarantee that Roadmap items will be complete,
    as we are talking futures and priorities often change.
    If you did want something more concrete we can proceed as a customer funded
    enhancement. If this is going to make you more efficient , you see value,
    and you are interested in this approach you can commence with a quote
    request for the customisation via our support portal.
    cheers
    Andrew

  • Selene Stringer commented
    November 25, 2024 03:41

    Thanks for your reply, Andrew. When you state 'medium term' what is the typical timeframe on this?

  • Admin
    Andrew Tucker commented
    November 25, 2024 03:32

    Thanks for your suggestions Selene. Noted.
    We do have a big uplift to the HC Claims module in the Roadmap, just
    clearing a few other priorities before we can commence, but looking forward
    to bringing some Claim improvements to our customers in the medium term.
    Cheers
    Andrew

    *Andrew Tucker | **Sr Product Manager APAC*

    *Trimble Viewpoint*

    *D:* +61 2 9492 4100 | *C:* +61 416 209 722

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