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How do progress claim approvals work in Portfolio Financials?

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Answer

Progress Claim approvals can be set up in the following two ways:

  • The progress claim must always approved by someone.
  • The progress claim must only be approved by someone if it exceeds a certain dollar threshold.

After the workflow is set up and an progress claim is submitted, it is automatically set to 'Pending'. 

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After clicking Set Up Approval, you will be prompted to set up the approval package for review by those in the progress claim approval workflow.

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Step 1: Set Up the Package

When setting up the package for progress claim approvals, you can add comments or recommendations in the text box. 

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Step 2: Review Approvers

In this step you need to review the approvers in the workflow.

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Step 3: Review and Send

After you have reviewed the package and approvers, click Send for Approval. 

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After the progress claim has been sent for approval, the first approver will be notified by email. From there, they can either approve the progress claim (prompting an email to the next reviewer) or reject it (sending it back to the original sender).