Skip to main content
Procore Support (en-au)

What is an progress claim contact?

Answer

Common Questions

How do I add an progress claim contact to Procore? 

To add an progress claim contact to Procore, you must create two records in your Company level Directory tool:

How do I designate a user as an progress claim contact? 

To designate an progress claim contact to Procore, you have these options:

Do progress claim contacts receive emails from Procore?

Yes. If you are designated as an progress claim contact for your company, your Procore user account will receive emails when the following actions occur:

Do progress claim contacts need to be granted special access permissions to Procore?

No. If you have been designated as an progress claim contact on a commitment, Procore automatically adds you to the 'Private' list for that commitment. This means you can view that commitment in Procore, as long as your Procore user account meets the requirements details in Add Progress Claim Contacts to a Purchase Order or Subcontract.

  • On a subcontractor progress claim, the contact's name appears in the 'Progress Claim' section of the Advanced Settings tab in the 'Progress Claim Contacts.' Contacts can also receive invites to submit subcontractor progress claims and reminder emails from Procore.

What can progress claim contacts add or update in Procore?

It depends on the Procore company account you are using and the permissions your Procore user account has been granted. Most Procore clients do not allow progress claim contacts to add or update data in Procore. However, Procore customers do have the option to allow progress claim contacts to:

  • Create a subcontractor progress claim. You might be invited to create and submit a subcontractor progress claim for the current billing period. To learn more, see Submit a New Progress Claim as an Progress Claim Contact.
  • Update a Subcontractor SOV.  A Subcontractor Program of Values (Subcontractor SOV) on a commitment is typically completed when the upstream contractor (for example, a head contractor) requires a detailed line-item breakdown of work performed by a downstream contractor (for example, a subcontractor). To learn more, see Update the Subcontractor SOV as an Progress Claim Contact.
  • Was this article helpful?