How does Procore automatically complete amounts on an upstream progress claim? (Legacy)

For Direct Cost Amounts

• Direct cost amounts must have a status of Approved.
• The 'Received Date' on the direct cost (see Create a Direct Cost) must fall between the 'Start Date' and 'End Date' of a progress claim's billing period. See Manage Billing Periods.
• Only direct costs from the project's Direct Costs tool are automatically populated. 

   Important

  • Users can work with their Procore point of contact to request that Procore's ERP team configure a setting in the hh² synchronisation client to set the 'Accounting Date' or 'Transaction Date' from the Sage 300 CRE® contract as the 'Direct Cost Received Date' in Procore. This allows the job cost transactions from your ERP system to auto-populate the owner progress claims in Procore for the relevant billing period. 
  • For customers using ERP Integrations, direct costs can only be automatically completed on an owner progress claim when using certain Procore + ERP integrations. See Things to Know about Your ERP Integration for details. 

For Downstream Progress Claim Amounts

Downstream progress claims include both subcontractor progress claims and contractor progress claims created in the Project level Commitments tool.

• The downstream progress claim must be associated with the selected commitment billing period.
• The downstream progress claim must have a status of Approved, Approved as Noted or Pending Owner Approval.
• The downstream progress claim should have at least one (1) line item.
• The downstream progress claim's line items must meet one of the following conditions: 
  • The cost code and cost type on the line item must match the cost code and type on either the upstream progress claim and/or direct cost line item.
    OR
  • The cost code on the line item must be a member of the division. For example, let's assume there is a line item on a downstream progress claim for cost code 03-300 and a separate line item for division 03. In this scenario, the amount on the line item for cost code 03-300 will be copied to the line item for division 03.

     Caution

    If a downstream progress claim has multiple line items on a subcontractor progress claim and/or direct cost line item that shares the same cost code and cost type, it is important to keep in mind that Procore will duplicate the amount on BOTH line items in the upstream progress claim, doubling the amount on the progress claim.  To avoid this behaviour, it is important to ensure that you have only one line item per cost code/cost type combination.  

• If you choose to compile a progress claim backup, Procore attaches the compiled backup to the downstream progress claim. If the DocuSign^© integration is being used, the backup also includes any PDFs. 

For Direct Costs and Downstream Progress Claim Amounts

• After an upstream progress claim is created, you cannot automatically copy values from downstream progress claims or direct costs to the upstream progress claim at a later time. Instead, you must manually enter the amounts.
• Only downstream progress claims and direct costs amounts are copied. If the copied downstream progress claim and direct cost are revised after the copy action is complete, the upstream progress claim is not updated with the revised amounts.
• If a commitment's accounting method is Unit/Quantity-Based, only the value copies over. Quantity is NOT reflected in the upstream progress claim. See How do I set the accounting method for a contract or funding?

Additional Information

• Amounts billed for variations are automatically completed by taking values from the downstream progress claim and including them on the upstream progress claim when line items have the following:
  • The contract or funding variation and its corresponding commitment variation must be same line item as the change event that the items were created. Keep in mind that your projects must have the Change Events tool enabled.
  • Line items have variations broken down by line item. By default, this function is automatically enabled unless your Procore project was created before March 29, 2018. 
• When automatically completing data, this data is copied from the downstream progress claims (or direct costs) and entered into the 'Detail' tab of your upstream progress claim:
  • Amounts from the 'Work Completed (This Period)' column on downstream progress claims and direct costs are copied into your upstream progress claim's 'Work Completed (This Period)' column.
  • Amounts from the 'Materials Presently Stored' column on downstream progress claims are copied into your upstream progress claim's 'Materials Presently Stored' column.