What is an progress claim contact?
Answer
Common Questions
- How do I add progress claim contacts to Procore?
- How do I designate a user as an progress claim contact?
- Do progress claim contacts receive emails from Procore?
- Do progress claim contacts need to be granted special access permissions to Procore?
- What can progress claim contacts add or update in Procore?
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:
- A company record for the 'Contract Company'. This is the company or vendor that is performing work for your company. See Add a Company to the Company Directory.
- A user account in the Company Directory. This is the account person who works for the 'Contract Company' and will serve as an progress claim contact. See Add a User Account to the Company Directory.
How do I designate a user as an progress claim contact?
To designate an progress claim contact to Procore, you have these options:
- If you are your company's Procore Administrator, you can designate an progress claim contact for each company record stored in the Company Directory. See Add a Company to the Company Directory.
- If you are a user with 'Admin' permissions on the Commitments tool, you can add progress claim contacts to a commitment as follows:
- With the Commitments tool. See Add Progress Claim Contacts to a Purchase Order or Subcontract.
OR - With the Invoicing tool. See Add Progress Claim Contacts to a Purchase Order or Subcontract
- With the Commitments tool. See Add Progress Claim Contacts to a Purchase Order or Subcontract.
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:
- When a user clicks the 'Create & Email' or 'Save & Email' button on the General tab of a commitment. See Create a Purchase Order or Create a Subcontract.
- When a Subcontractor SOV is rejected and the contracting party changes the purchase order's or subcontract's status to 'Revise & Resubmit'.
- When your company's insurance policy information that was uploaded to Procore is within approximately 2 weeks of expiring. The 'Send Expiration Notification' option must be selected on your company's insurance record by a Procore Administrator. See Who receives notification emails when a vendor's insurance expires?
- Optional. Invites you to submit a subcontractor progress claim for the current billing period. See Send an 'Invite to Bill' to an Progress Claim Contact.
- Optional. When the status of a subcontractor progress claim is changed to 'Approved'. However, this requires that the company's Procore Administrator has configured the 'Notify Subcontractors When Progress Claims Are Approved' setting. See Configure Settings: Invoicing.
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.