Pay Application Overview

Pay Application documents are used to create and track the SOV (Schedule of Values) based AR billings for your project, through the SOV workbook.

To open the Pay Application and SOV workbook:

  1. From the Project Dashboard Documents list, select Customer Pay Application.
  2. From the list of Customer Pay Applications, click Open.
  3. In the mid-section of the Pay Application document, click Open (Excel icon).

The first Pay Application document is crested from a committed Project Setup document. The corresponding SOV workbook can be loaded from the Project Setup revenue Items, a summary of Commitments, the project budget, or other user input. Each subsequent Pay Application document is created from the previous Pay Application document, creating a chain. You can have any number of Pay Application documents. You can also have more than one Pay Application chain.