Claims Process and Evidence Requirements

Last reviewed: April 2026

Claims are where reimbursement logic becomes real. Teams that treat claims as an administrative afterthought usually discover missing records, inconsistent dates, or scope drift. The exact portal process varies by scheme, but the evidence discipline is broadly familiar: show what was approved, what was delivered, what was paid, and how the records align.

Evidence categories

Typical evidence categories include:

• approval and scope records
• invoices
• proof of payment
• delivery or completion evidence
• acceptance records
• outcome or milestone evidence where required

Claims rejection prevention

Use this checklist:

• invoice descriptions align with approved scope
• payment can be evidenced clearly
• records are complete and legible
• dates make sense
• scope changes have been documented and, where needed, approved

Record discipline

The best teams maintain a running claims folder throughout implementation. They do not wait until the end to reconstruct the evidence trail.

Important note

Note: A project can be commercially successful and still produce a weak claim if the evidence trail is incomplete or inconsistent.

Next step

Continue to Project Change Requests.