Why does my project claim have no percentage, value or line items to claim?
A project claim can only pull a percentage (%) or amount ($) from sales quote line items that are assigned to a project task. If the line items on the sales quote were never assigned to the project's tasks, the claim opens with nothing to claim — no line items, and no percentage or value field to enter.
To fix this:
Open the sales quote the project was created from.
In the Completion Information section, click +Create under Task, select the line item(s) to assign to that task, then click Assign. Repeat for every task so all line items are assigned. See Complete a sales quote.
Set the existing empty claim's status to Cancelled.
Create a new project claim. The assigned line items now appear, and you can enter a percentage or amount against each. See How to create a deposit, progress claim or retention claim for a project.
Tip: To avoid this, assign every sales quote line item to a project task during the completion step before raising a claim.