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Procore Support (en-au)

What is an progress claim contact?

Answer

An Progress Claim Contact is a person who ensures that a progress claim is submitted to an upstream contractor for payment. In Procore, a progress claim contact is always an employee of the designated 'Contract Company' on a purchase order or subcontract. The contract company is the party responsible for performing work and/or supplying materials for a project. For customers in the United States using Procore's Progress Billings tool, this term is synonymous with progress billing contact.

Common Questions

How do I add a progress claim contact to Procore? 

Before you can designate a user as a progress claim contact in Procore, you must:

After creating the  exist, designate the company and the 'Contract Company' in the commitment and the user as the 'Invoice Contact' 

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

To designate a 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 a 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. 

Progress Claim contacts can... To learn more...
Respond Yes or No in response to an 'Invite to Bill' email sent by a progress claim administrator  Accept or Decline an 'Invite to Bill' as a Progress Claim Contact 

Does a progress claim contact need an 'Invite to Bill' to submit a progress claim?
Submit a new progress claim in response to an 'Invite to Bill'  Submit a New Progress Claim as a Progress Claim Contact (Legacy) 

Submit a New Progress Claim as a Progress Claim Contact (Phased Release)
Update a Subcontractor SOV in one of Procore's Progress Claim Management tools Update a Subcontractor Schedule of Values from the Commitments Tool

Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool

Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Progress Billings Tool