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:
The table below details the different statuses that you'll see when managing your upstream progress claims. In Procore, upstream progress claims include:
Status | Description |
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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. |
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.
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? |
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Draft 1 The progress claim is currently in the 'Draft' state. |
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No | No |
Under Review
A downstream progress claim contact has submitted the progress claim to the upstream progress claim administrator for review. |
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No | No |
Revise & Resubmit 1
The progress claim has been returned to the downstream progress claim contact by the upstream progress claim administrator. |
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No | No |
Approved
The progress claim has been approved for payment by the upstream progress claim administrator. |
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Yes
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Yes 2 |
Approved as Noted The progress claim has been approved for payment by the upstream progress claim administrator with the noted exceptions. |
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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. |
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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?
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.
Additional Status Info | Description |
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No Progress Claim Contacts |
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SSOVs Not Approved |
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Not Invited |
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Invited |
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