How do I backfill a progress claim in Portfolio Financials?
Note
This information in this FAQ is specific to the Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.Background
Backfilling Progress Claims allows you to back-date progress claims that were created outside of Procore or prior to using Portfolio Financials for your project. This is useful if you just started using Portfolio Financials and need to reconcile progress claims that have not been added to Procore yet. Backfilling progress claims will ensure your accounting system totals match the totals in Procore.
Answer
Backfilling Progress Claims Without an Integration
If you are NOT using an accounting integration, you will need to create new progress claims in Procore and make sure the dates are correct.
- Navigate to the Contract Room for your Portfolio Financials project in Procore.
- Click the Progress Claims tab and locate the relevant progress claim.
- Enter a progress claim to your Portfolio Financials project as you normally would. See Add a Progress Claim in Portfolio Financials.
- Change the date to reflect the original date of the progress claim.
- Save the progress claim.
Backfilling Progress Claims While Using an Integration
If you are using an integration, such as Yardi, there may be a 'Reconciliation' option within the Cost Tracker that will allow you to import progress claims from the accounting software to Portfolio Financials using a 'Backfill' button.
- Navigate to the Cost Tracker for your Portfolio Financials project in Procore.
- Click Reconciliation Screen.
- Click Backfill to import the progress claim.
