When you convert an approved progress claim to an invoice, you can keep each claim item on its own line and split claimed costs on time-and-materials (T&M) items onto separate invoice lines.
On the claim itself, costs allocate into a deliverable or task claim line through inclusions. There is no freeform cost-only claim line. To show reimbursements as their own claim line first, see How to show costs or reimbursements as a separate line on a progress claim.
Before you start
The progress claim is approved, or you are using your account’s approve-and-convert flow.
At least one T&M claim item has a positive claimed amount, allocated costs, and a positive time-plus-costs total — otherwise the extract checkbox will not appear. Fixed-fee claim items stay as a single invoice line; extract does not split costs off them.
Your role has budget access: View on the Budgets row of your account role (Settings → Roles), or Budgets View on your project role. Without it, Invoice Structure only offers Consolidate claim items to a single invoice line and Create one line item per claim item, and the extract checkbox doesn't show.
Steps
Approve the progress claim (if it is not already approved).
Open Create Invoice from Claim (or your account’s approve-and-convert flow).
Set Invoice Structure to Create one line item per claim item. Extraction needs one line per claim item — not Consolidate claim items to a single invoice line.
Tick Extract T&M expenses as their own line items when it appears.
Check the Invoice preview table. Cost lines are indented under their claim item; the claim-item line keeps the remainder after those cost shares.
Confirm issued and due dates, then create the invoice. You can still restructure the draft invoice before you push it to finance.
What you should see
The invoice has a line per claim item, with T&M cost shares as indented lines under their parent. Invoice totals are unchanged — only the line layout changes. Fixed-fee claim items stay as a single line.
Troubleshooting
Extract checkbox missing — Drum only shows it when it can build a cost breakdown for at least one T&M claim item (positive claimed amount, allocated costs, and a positive time-plus-costs total). Costs sitting only on fixed-fee claim items will not enable extract. It's also hidden if your role doesn't have budget access. In that case, if your account default is a cost-based structure, Drum starts you on one line per claim item instead.
Single-line structure disabled — If claim rows use different MYOB items, Drum may require one line per claim item and disable consolidate.
Costs scooped into a fee line on the claim — Expected when those costs are allocated to that deliverable’s tasks. Use a Disbursements/Reimbursements T&M deliverable first: How to show costs or reimbursements as a separate line on a progress claim.
Tip: Cost shares are scaled from each allocated cost’s marked-up ex-tax value so the group still sums to the claimed amount. For why claim and invoice screens show marked-up sell figures, see the related explanation below.