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Procore Support (en-au)

Does a subcontractor need a copy of their progress claim invitation to submit an progress claim?

Answer

No. The user does NOT need a copy of the progress claim invitation. However, the user must be designated as an 'Progress Claim Contact' on the commitment associated with the progress claim. See Add Progress Claim Contacts to a Commitment. The user must also be granted the appropriate access permissions detailed in Submit an Progress Claim as a Subcontractor.

How does Procore send progress claim invitations? 

When a Procore user creates a new billing period, that user has option to send out an automated billing invite to anyone who is either (1) named on the 'Private' list for the progress claim or (2) a member of the Commitment tool's default 'Progress Claim Contact' list. See Start a New Billing Period and Send Progress Claim Emails and Create Progress Claim Contacts.

What do I do when an progress claim contact reports an progress claim invitation is lost or missing?

If an progress claim contact reports that an progress claim invitation or reminder email is lost or missing, let that person know they can register in to Procore and submit the progress claim the Commitments tool. For instruction, see Submit an Progress Claim as a Subcontractor.

See Also