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What are the default statuses for Procore progress claims?

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Answer

In Procore, there are two types of progress claims: An upstream progress claim and a downstream progress claim. Both can be placed in different statuses that represent a particular state—from a draft state to being submitted for review, to being rejected or to being approved for payment. 

To learn more, see the information below:

Upstream Progress Claims

The table below details the different statuses that you'll see when managing your upstream progress claims. In Procore, upstream progress claims include:

  • HC/Client progress claims for the Clients Contracts and Progress Billings tools.
  • Funding progress claims for the Funding and Invoicing tools.
  • Head contract progress claim for the Head Contracts and Invoicing tools. 
Status Description
Draft The progress claim is currently in the 'Draft' state. 
Under Review The progress claim was submitted to an progress claim administrator for review. 
Revise & Resubmit The progress claim was rejected as submitted by a progress claim administrator. The progress claim contact must re-submit the progress claim. Costs are NOT reflected in the budget. 
Approved The progress claim was approved by a progress claim administrator. 

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Downstream Progress Claims

The tables below detail the different statuses and additional status information that is available for your downstream progress claims. If you are a head contractor or speciality contractor, this includes the subcontractor progress claims that bill against a project's commitments. If you are an owner, this includes the contractor progress claims that bill against a project's commitments. 

Statuses

The table below lists the available statuses and meanings of each status. The table also details who can edit parts of the progress claim while a progress claim is in a particular status. It also shows how the status of a progress claim affects Procore's ability to reflect costs in the project's Budget tool. 

Status & Description Who can edit the General Information card on a progress claim? Who can add attachments to a progress claim? Who can edit the Schedule of Values on a progress claim? Who can review SOV line items on a progress claim? Can send a progress claim to the Procore + DocuSign integration? Are costs reflected in the project's Budget tool?

Draft 1

The progress claim is currently in the 'Draft' state.
  • Progress Claim Administrator
  • Progress Claim Contact
  • Progress Claim Administrator
  • Progress Claim Contact
  • Progress Claim Administrator
  • Progress Claim Contact, but only on the most recent progress claim.
  • Progress Claim Administrator Only
 No No
Under Review

A downstream progress claim contact has submitted the progress claim to the upstream progress claim administrator for review.
  • Progress Claim Administrator Only
  • Progress Claim Administrator
  • Progress Claim Contact
  • The SOV is NOT editable
  • Progress Claim Administrator Only
 No No
Revise & Resubmit 1

The progress claim has been returned to the downstream progress claim contact by the upstream progress claim administrator.
  • Progress Claim Administrator
  • Progress Claim Contact
  • Progress Claim Administrator
  • Progress Claim Contact
  • Progress Claim Administrator
  • Progress Claim Contact
  • Progress Claim Administrator Only
 No No
Approved

The progress claim has been approved for payment by the upstream progress claim administrator.
  • Progress Claim Administrator Only
  • Progress Claim Administrator
  • Progress Claim Contact
  • The SOV is NOT editable
  • Progress Claim Administrator Only

Yes

 

 Yes 2

Approved as Noted

The progress claim has been approved for payment by the upstream progress claim administrator with the noted exceptions.
  • Progress Claim Administrator Only
  • Progress Claim Administrator
  • Progress Claim Contact
  • The SOV is NOT editable
  • Progress Claim Administrator Only
 Yes

Yes 2

Pending Owner Approval

The progress claim has been submitted by the upstream progress claim administrator to the upstream project owner or funding source for review.
  • Progress Claim Administrator Only
  • Progress Claim Administrator
  • Progress Claim Contact
  • The SOV is NOT editable
  • Progress Claim Administrator Only
 Yes   No

1  Users with the appropriate permissions can delete subcontractor progress claims in the 'Draft' and 'Revise and Resubmit' statuses. See Delete a Subcontractor Progress Claim. Procore also sends an email notification to the progress claim contact when the status changes to 'Revise and Resubmit'.

2 If the 'Job to Date Cost's column is included on the budget view being applied to your data, the progress claim amounts are reflected in the 'Job to Date Costs' column. See What are Procore's standard budget views? and What are Procore's standard budget views for ERP Integrations? 

Additional Status Info

In the Subcontractor tab, you will also see additional status information reflected in the counts that appear at the top of the project's Invoicing tool on the Subcontractor tab and/or in the 'Status' column of the progress claim table.

subcontractor-additional-statuses.png

Additional Status Info Description
No Progress Claim Contacts
SSOVs Not Approved
Not Invited
  • The progress claim contact has NOT been sent an 'Invite to Bill' for the current billing period. 
Invited
  • The progress claim contact has been sent an 'Invite to Bill' for the current billing period.

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