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How do I prevent or allow overbilling on a subcontractor progress claim?

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Background

Overbilling occurs when a line item on a subcontractor progress claim exceeds the contract amount in an agreement. When overbilling is overlooked in Procore, it negatively impacts your project's overall budget, since you are being charged an amount that is higher than what was agreed upon. By default, the project's Commitments tool is configured to allow overbilling on a project. However, you can enable a feature that checks your progress claims for overbilling and notifies you when a line item is overbilled. 

Answer

Depending on your access permissions, a Procore Administrator can turn this setting ON/OFF on all Procore projects in your company account.

 Important
  • If the feature is turned OFF at the company level, a progress claim administrator can turn the feature ON/OFF on a specific Procore project.
  • If the feature is turned ON at the company level, the company level setting overrides any project level settings. 
I want to... ...on a specific Procore project ...on all Procore projects
Allow overbilling on subcontractor progress claims

This lets users save a progress claim when any of the progress claim's line items exceed 100% of the budgeted amount in the commitment

An progress claim administrator can:

  1. Navigate to the Project level Invoicing tool.
  2. Click Configure Settings.
  3. Toggle the Allow subcontractors to over-bill setting ON.
  4. Click Update.

Your Procore Administrator can:

  1. Navigate to the company's Admin tool. 
  2. Under 'Project Settings', click Defaults.
  3. Scroll to Advanced Settings. 
  4. Clear the Prevent Overbilling on All Projects checkbox to turn the feature OFF.
  5. Click Save Changes. 
Prevent overbilling on subcontractor progress claims

This prevents users from saving a progress claim if any of the progress claim's line items exceed 100% of the budgeted amount in the commitment

An progress claim administrator can:

  1. Navigate to the Project level Invoicing tool.
  2. Click Configure Settings.
  3. Toggle the Allow subcontractors to over-bill setting OFF.
  4. Click Update.

Your Procore Administrator can:

  1. Navigate to the company's Admin tool. 
  2. Under 'Project Settings', click Defaults.
  3. Scroll to Advanced Settings. 
  4. Mark the Prevent Overbilling on All Projects checkbox to turn the feature ON.
  5. Click Save Changes. 
Important! When ON, the company level setting will overrides any project settings.

How Procore Alerts Users to Prevent Overbilling

When you configure Procore to prevent overbilling, Procore alerts users when line item entries in a subcontractor progress claim's Schedule of Values exceed 100% of the budgeted amount in the commitment. 

Example
  1. Navigate to the project's Commitments tool. 
  2. Locate the commitment in the Contracts tab. 
  3. Click the Number link to open it. 
  4. Click the Edit Contract button. 
  5. Scroll to the Schedule of Values card. 
  6. Locate the line item to update. 
  7. Enter an amount that is in excess of the budgeted amount in the commitment.
    Example

    In this example, we updated five line items with values that exceed 100% of the budgeted amount in the commitment. 

    sub-invoice-sov-exceeds-budget.png

  8. Click Save. 
    • LEGACY If you are using the legacy subcontractor progress claim experience, an 'Invalid Line Items' message appears to alert you that the amount you entered exceeds 100% of the budgeted amount in the commitment. Click Continue, then adjust the line items so they are no longer in excess of 100%. 
      invalid-line-items.png
    • BETA If you are using the beta subcontractor progress claim experience, a 'We Couldn't Save Your Changes' message appears. The message lists all of the line items where you entry exceeds 100% of the budgeted amount in the commitment. Adjust the amount so that the line item is no longer in excess of 100%.
      we-couldnt-save-your-changes.png