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What is a progress claim administrator?

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Answer

In Procore, an Progress Claim Administrator is a Procore user who is granted 'Admin' level permissions on the Project level Commitments tool. This user (or group of users) can manage billing periods and configure settings for the Project level Invoicing tool. Because a subcontractor progress claim originates in the Commitments tool, progress claim administrators can also manage a project's commitments and subcontractor progress claims. 

Common Questions

How do I add progress claim Administrators to Procore?

To add a progress claim administrator to the Project level Commitments tool:

  1. A company admin completes the steps in Add a User Account to the Company Directory. 
  2. A company admin or project admin completes the steps in Add an Existing User to Projects in Your Company's Procore Account.
  3. A project admin (or another progress claim administrator) grants the user 'Admin' level permissions on the Project level Commitments tool.
 Note
Progress Claim administrator permissions are allocated on a project-by-project basis. To manage these permissions, Procore recommends following the steps in Create a Project Permissions Template.

Do progress claim administrators need to be granted special access to Procore tools? 

In Procore, a progress claim administrator only requires 'Admin' level permissions on the Project level Commitments tool. This allows the user to manage billing periods and configure the Invoicing Settings in the Project level Invoicing tool. Because subcontractor progress claims originate in the Commitments tool, progress claim administrators can also manage a project's commitments and subcontractor progress claims. 

 Important
Does your progress claim administrator also need to manage head contract progress claim? To view head contract progress claim in the Owner tab of the Project level Invoicing tool, Procore recommends that you also grant administrators 'Admin' level permissions on the Project level Head Contacts tool. Adding this permission level allows a user to also manage head contracts and head contract progress claim. 

Who can be a Progress Claim Administrator? 

An Progress Claim Administrator is a person or group of people responsible for collecting, reviewing and creating progress claims in Procore. A progress claim administrator can be any person in your organisation (for example, a project manager, an accountant or a team of bookkeepers) who have been granted the appropriate permissions to manage progress claims on your contracts and/or fundings.  

What can progress claim administrators add or update in Procore? 

With 'Admin' level permissions on the Project level Commitments tool, progress claim administrators can manage billing periods and configure the Invoicing Settings in the Project level Invoicing tool. Because subcontractor progress claims originate in the Commitments tool, progress claim administrators can also manage a project's commitments and subcontractor progress claims.

Can progress claim administrators designate progress claim contacts? 

Yes. Progress Claim administrators have permission to designate progress claim contacts for subcontractor progress claims on a project's commitments. See How do I designate a user as a progress claim contact?