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Submit a Draw Request

Objective

To send a draw request for approval.

Background

Draw requests are typically created by subcontractors and then emailed to the General Contractor for approval. 

Things to Consider

  • Required User Permission: 'Standard' or 'Admin' on the project's Commitments tab.
  • Invoices/billings between you and your client should be submitted as Pay Applications. See Create a Payment Application (Pay App).

Steps

  1. Go to your project's Commitments tab.
  2. Click View next to the Purchase Order or Subcontract with the draw request you want to email.
  3. Click the Draw Requests sub tab. 
  4. Click View next to the draw request you want to email.
  5. Click the Email Draw Request button.
  6. Fill out the following fields:

    email-draqrequest015-06-04_09-50-50.png
    To: Enter the name of the person from whom you're requesting payment.
    CC: Enter in the names of people you want copied on the email thread.
    Private: Check this box if you want the payment application email to only be visible to 'Admin' users and those included in CC field. 
    Subject: This field is auto-populated with the number of the draw request and related commitment. However, it can be modified, as necessary.
    Attachments: Attach any related documents or files.
    Message: Include any additional information or instructions regarding the draw request.
  7. Click Send. A record of the sent email can be found in the Draw Request's Emails sub tab. 
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Last modified
13:15, 22 Aug 2016

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