Skip to main content

Understanding Complete % on hybrid progress claims

Why TOTAL Complete % on a hybrid claim uses fixed-price lines only, how the T&M summary row works, and what Total this period (ex tax) means for clients.

Written by Ben Walker

A hybrid progress claim mixes fixed-price (contract) claim items with time-and-materials (T&M) claim items. Clients reading the claim should see contract progress separately from T&M billings — that is why Complete % and the summary totals behave the way they do.

What TOTAL Complete % means

On hybrid claims, the summary TOTAL row’s Complete %, remaining, previous amounts and Approved Value use fixed-price lines only. T&M dollars stay on the claim and still feed amount due, but they do not inflate the contract Complete %.

Example: $4,000 claimed of an $8,000 fixed-price approved value, plus $82.33 of T&M this period, prints 50.0% Complete on TOTAL (not 51%), while amount due can still include the T&M.

On the claim document and PDF

There is still one items table. T&M rows sit in that table; Drum does not add a separate “Time and materials” section heading (accounts do not share one label for that concept).

On T&M item rows, previous % and previous amount are blank. Approved value shows as T&M. Complete % and Remaining show as N/A.

Under the summary, read the rows like this:

  • TOTAL is the contract book (fixed-price progress only).

  • T&M sits under TOTAL with this period and to-date T&M amounts. Complete % and Remaining on that row are N/A. This row appears when the claim includes any T&M items.

  • Total this period (ex tax) appears only on hybrid claims. It is the money story for this claim: fixed-price this period plus T&M this period (before tax and before any retention).

Those summary rows look like “extra totals”, but each answers a different question. TOTAL keeps contract % clean. The T&M row keeps T&M out of that %. Total this period shows what this claim is asking for in dollars.

On the claim screen footer

The on-screen Totals footer always shows a Totals row. When the claim has T&M items, a T&M sub-row appears under it for T&M this period. Main Totals previous and Complete % stay fixed-price only. Amount due can still include T&M.

The claim option Show Remaining Column only adds or hides the Remaining column on the items table. It does not change whether TOTAL or the T&M summary rows appear.

Why this split

Contract Complete % answers “how far through the fixed-price work are we?” Mixing T&M into that percentage would blur progress on the contracted scope. The trade-off is that readers need TOTAL for contract progress, the T&M row for T&M billings, and Total this period for the combined ask — Complete % alone is not the whole bill.

Fixed-price-only claims

Claims with only fixed-price items keep a single contract TOTAL. There is no separate T&M summary row and no hybrid Total this period box. Nothing about invoice conversion amounts changes with this behaviour.

Claim summary versus invoice line buckets

Preview Claim Document and the claim footer keep TOTAL and, when relevant, a single T&M summary. They do not split the claim summary into a bucket per task.

When you convert the claim to an invoice and choose one invoice line per claim item, the invoice gets one line per claim item. That is how separate buckets appear on the invoice for each deliverable or task claim item.

Related

Did this answer your question?