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How does Procore automatically complete amounts on an owner progress claim? (Beta)

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 In Beta
This page details the modernised owner progress claim experience.
 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for head contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      Head Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Subcontractors

      English (Speciality Contractor Terminology)
      Progress Claiming Progress Claiming Progress Billings
      Owner-developer Funding Owner-developer
      Owner/Client Owner/Client HC/Client
      Head Contract Variation Funding Variation Client Contract Variation
      Head Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

Answer

Mark one or more checkboxes to turn a prefill option ON when creating head contract progress claim in the Head Contracts tool. These options allow Procore to automatically complete amounts on the owner progress claim using data from eligible budget code line items on subcontractor progress claims, direct costs, and commitment variations in the approved statuses. 

 Important
Prefill options are only available when creating head contract progress claim. Procore does not allow users to prefill progress claims after clicking Create.  

create-invoice-prefill-checkboxes.png

Prefill Options for Head Contract Progress Claim

This table describes the prefill options for head contract progress claim.

Checkbox Mark the checkbox to turn ON and... Remove the checkbox to turn OFF...
Populate the Schedule of Values with Costs from the Selected Billing Period Populate the line items in the schedule of values with eligible costs from corresponding budget codes on Approved subcontractor progress claims, direct costs and commitment variations for the same billing period as the owner progress claim. 

Notes: 
  • Subcontractor progress claims must be in the Approved, Approved as Noted or Pending Approval status. 
  • Direct costs and commitment variations must be in the Approved status.
  • Direct costs must have a 'Received Date' in the same billing period as the owner progress claim.
  • Commitment variations must be connected to a head contract variation via a change event or to a corresponding budget code in the commitment's schedule of values.
 Procore does NOT populate the schedule of values with costs. Users must manually enter the schedule of values data. 
Also Populate with Retention from the Selected Billing Period Only available when Populate the Schedule of Values with Costs from the Selected Billing Period is ON. 

Populates the the Work Retention this Period ($), Materials Retention ($) and Total Retention Released ($) columns in the schedule of values with calculated retention values from eligible subcontractor progress claims in the Approved status. 

Note: 
  • Procore only calculates retention values when corresponding retention values from eligible subcontractor progress claims are non-zero dollar amounts. 
 Procore does NOT populate the program with calculated retention values from eligible subcontractor progress claims in the Approved status. 
Include Backup from Direct Costs and Progress Claims in the Selected Billing Period Populates the progress claim's Attachments card with these sections: Uploaded Attachments, Attachments from Subcontractor Progress Claims and Attachments from Direct Costs. It also: Procore does NOT include a progress claim backup. Instead, the progress claim includes the Uploaded Attachments card to add attachments.