When does Procore send email notifications to progress claim contacts? A progress claim contact receives an email notification from Procore when:
- A progress claim's status is updated to Revise & Resubmit.
- The Subcontractor Schedule of Values status on a downstream progress claim is updated to Revise & Resubmit.
- A user with 'Admin' level permissions on the project's Commitments tool does the following:
- Clicks the Create & Email or Save & Email button on the General tab of a purchase order or subcontract.
- Sends an 'Invite to Bill' to the progress claim contact.
Note: Procore does NOT send email notifications to progress claim contacts when:
- A progress claim administrator creates or updates a Subcontractor Schedule of Values on a downstream progress claim on behalf of a progress claim contact.
- A progress claim administrator changes the status of a Subcontractor Schedule of Values on a downstream progress claim Approved, Draft or Under Review.
When does Procore send email notifications to members of a progress claim's distribution list? Members added to a progress claim's distribution list receive an email notification on a downstream progress claim when:
- A progress claim contact submits a Subcontractor Schedule of Values.
- A progress claim contact edits and re-submits a Subcontractor Schedule of Values.
- A progress claim administrator changes the status of the Subcontractor Schedule of Values from any status to 'Under Review.'