Migrating your Pay Apps from ACD5 Help Guide

Summary

This article is for customers who are migrating from ACD5 and are looking to quickly create their next Payment Application within Catina. The article walks through the steps of using a migrated project and latest PDF of a migrated Continuation Sheet to auto-populate into the Catina editor, along with any troubleshooting tips to support you during this process. 

Creating The Next Pay App

Catina makes it easy to pick up where you left off after migrating from ACD5 by quickly migrating your project data over and using a previous Continuation Sheet to auto-populate within Catina. Check out the quick steps below: 

Please Note: Prior to completing these steps, it is important you have migrated the project from ACD5 you wish to continue working in. To learn more about how to do this, check out our short help article: Migrating a Project from ACD5 to Catina. 

1. Click the Project Tab and select the migrated project you wish to continue working in. 
2. Click +New AIA Document to open up the document selection tool.
3. Find the appropriate Continuation Sheet for your project, then click Configure. 
4. Name your document and select the period date. 
5. Under Include related document, make sure the box is checked next to yes and select the appropriate Payment Application if you would like to complete together as one process, saving you time and reducing error. 
6. Under Start from previous pay app, check yes and use the drop down to select the last continuation sheet you finalized within ACD5. 
7. Select your retention settings and click Create Document. 
8. When you open up the document, you will see all of your previous data auto-populated into your Line Item Editor (just like it did in ACD5). 
9. If you included the Application and Certificate for Payment, you can use the editor screen to fill in any information that did not auto-populate. There might be a few fields you need to enter the first time using Catina like the application number, contract sum, etc. When ready to make the next one in Catina, most of this information will automatically populate for you.  We recommend double checking the information on your Pay App editor before moving forward. 
10. Once your starting point looks good, you are ready to add any additional updates to the schedule of values, export/import the line item editor to make changes offline, and eventually finalize and send off for signature. 

To learn more about our new integrated Payment Application process in Catina, check out our software training Completing Payment Applications in Catina. 

How to Use an ACD5 G703 in the Line Item Editor

Within Catina, you can also import an excel version of a G703 Continuation Sheet into the line item editor within any created Payment Application. To do so:

Start by creating a new Payment Application within Catina:

1. Open up a project, or create a new project (check out this short help article if you need additional support).
2. Click +Add Document
3. Select the G702-1992 and click configure.
4. This will open up the Configure Document screen allowing you to name your document, select or create a project, date, and add your project team if applicable. 
5. Once the basic information is complete, you can decide if you want to include the related document, which in this case would be the G703 Continuation sheet. The online service will automatically toggle this to yes.
6. Click the Edit Line Items tab
7. Select Import and follow the steps to find the document within your computer
8. Once you click import, your line items will populate and you will see G702 fill in as applicable. 
9. You can continue working, add additional work complete, or go on to finalize as needed. 

Pro Tip: once you import in your ACD5 G703 for the first time, moving forward you can create new pay apps directly in Catina that will allow all the details to auto-populate. To learn more, check out this sort help article: Completing Pay Applications in Catina

Frequently Asked Questions

Why do I need to start with a Continuation sheet when creating my next payment application in Catina?
Just like ACD5, we recommend starting with a Continuation sheet in Catina that way all of the schedule of values and line item data transfer over. Then, our software will take all that data and auto-populate it into the Application and Certificate for Payment during the new integrated process. After you have created the first one in Catina, you can start with whichever document you prefer. 

What if one of my line items is off? 

If a line item or value on the payment application is off, please do not worry. Most of the fields are unlocked and fully editable. Simply update the amount and you should see any totals automatically calculate accordingly.