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- Project: Linked project used to auto-fill WBS, service lines, and cost tracking information in the certificate.
- Company: The legal company that issues or receives the certificate.contracting company
- Contract: Sets the rules for billing and certification based on the chosen contract type.
It includes project details, involved parties, currency, and rules for VAT, retention, advances, and pricing.
Also, it automatically pulls in BOQ/Estimation items and fills in Terms & Conditions.
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- Comment: Field for entering additional notes, remarks, or instructions.
Project structure
- Code: BOQ or WBS code identifying each work item in the project structure.
- Item / Content: Description of the service or work item selected for certification.
- UOM (Unit of Measure): Unit in which the work is measured (e.g., Pcs, Mtr, m³).
- Price: Unit rate as per the contract or BOQ.
- Estimate Qty / Amount
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- Estimate Qty: Planned quantity for the item.Estimate Amount: Total and total planned amount for that the item (Qty Quantity × Price).
- Payment Application Issued - Qty / Amount / %: Shows the quantity, value, and progress percentage already applied for in submitted payment applications.
- Payment Certificate - Previous Qty / Amount / %: Displays the quantity, value, and percentage that were certified in earlier Payment Certificates.
- Current%: Progress certified in the current period only.
- Cumulative%: Total progress certified to date.
- Quantity: Quantity of work certified in this certificate.
- Amount (Excl. VAT): Certified amount excluding VAT.
- VAT%: VAT rate applied (e.g., 5%).
- Retention Total (before retention): Total amount before applying retention.
- Retention% / Amount: Retention percentage and corresponding deduction.
- VAT Amount: VAT value calculated on the amount.
- Total: Final amount payable (including VAT, after retention).
- Comment: Optional notes for clarification or remarks.
Summary Tab
This tab provides a consolidated, read-only view of certification vs application. It’s not editable but is critical for validation. Here’s what it shows:
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