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Procore

Project Financials: Modernised Owner Progress Claim Experience (Beta)

This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: June 27, 2023  /  Beta Started: July 10. 2023  


 

Procore is modernizing the Head Contract tool's owner progress claim experience. This update includes new features and requested enhancements to reduce the amount of time spent creating and managing upstream progress claims. Some of the key benefits of the update include:

  • Automatically populating the progress claim's schedule of values with costs from the selected billing period. 
  • Streamlined progress claim creating and bulk-updating and grouping options. 
  • Improved prefill logic and better attachment handling. 
  • Enhanced configuration options to group and sort line items on the Schedule of Values. 
  • Bulk-select options to streamline data entry on multiple line items all at once. 
  • Customise descriptions of work for export PDFs and export to an industry-standard or a customised configuration. 

Key Features

The following features are included in this release:

Simplified Create Invoice Page

A new experience streamlines the progress claim creation process.  Procore continues to automatically create new progress claims in the Draft status. You can continue to assign your progress claim a number and the current open billing period is automatically selected. To learn how to create a progress claim, see Create Owner Progress Claims



The Create Progress Claim page contains these elements. 

Element Element Type Description
Progress Claim No. Field Enter the progress claim number. This is a required field. See Create Head Contract Progress Claim
Billing Period Drop-down list Automatically selects the current open billing period. See Create Billing Periods.
Populate the Schedule of Values with Costs from the Selected Billing Period Check box Simply mark this box to automatically populate a progress claim with cost amounts for the relevant billing period:
  • Subcontractor progress claims in the Approved, Approved as Noted, and Pending Owner Approval status. See What are the default statuses for Procore progress claims?
  • Direct costs in the Approved  status with a 'Received Date' in the billing period and a corresponding budget code from the Schedule of Values in a head contract. See Create a Direct Cost
  • Commitment change orders billed on subcontractor progress claims with a corresponding head contract change order or a corresponding budget code in the head contract's Schedule of Values. See Create a Commitment Change Order.
  • Commitments created from change events now use the same logic as commitment change orders to populate the Schedule of Values. A subcontractor progress claim from the commitment must be in the Approved, Approved as Noted, and Pending Owner Approval status with a corresponding head contract change order or have a corresponding budget code in a head contract's Schedule of Values. See Create a Commitment.
Include Backup from Direct Costs and Progress Claims in the Selected Billing Period Check box Mark this box to upload attachments from related Project Financials tools that impact the billing period to a progress claim. Automatic attachment uploads include:
  • Subcontractor progress claims for the selected billing period in the Approved, Approved as Noted, and Pending Owner Approval status. See What are the default statuses for Procore progress claims?
  • Direct costs with a 'Received Date' in the selected billing period and in the Approved  status with a corresponding budget code in the head contract's Schedule of Values. See Create a Direct Cost

Simplified Edit Invoice Page

Once created, you'll see a new page layout that organises all the information you'll need to submit to your project's upstream collaborator. 

Easy-to-Update Card Layout & New General Tab

A new General tab on the Edit Progress Claim page replaces the existing SummaryDetail, and Configurable PDF tabs in the legacy experience. A new card layout breaks down your progress claim's content into digestible bits to simplify data entry. In the General Information card, new progress claims are placed into the Draft status automatically at creation. Click the Edit button to update the card information. Information includes StatusProgress Claim No., Billing PeriodBilling Date, Period Start, and Period End dates. 

Convenient Summary Preview

Below the General Information card, an expandable Summary Preview provides a realistic view of the final progress claim. Procore has also added a new Variation Summary table at the bottom of the page, to summarise any additions and deductions on the progress claim caused by variations. See View a Summary Preview of an Owner Progress Claim

summary-preview-expanded.png

Flexible Schedule of Values

Procore has updated the owner progress claim's Schedule of Values. You'll notice new data table features, new columns and new column labels designed to streamline data entry and improve flexibility.

schedule-of-values-view-mode.png

Improved Data Table

New features for the owner progress claim Schedule of Values are detailed in the table below. An asterisk (*) in the table below indicates the feature is only available when the schedule of values is in edit mode. Columns also include an enterprise-grade  Overflow menu to auto size, pin, sort, and reset columns to their default settings. 

Feature Feature Type Description
Edit Button Click the Edit button to place the Schedule of Values into editing mode.

To learn more, see Edit Head Contract Progress Claim.
Column View When Exported Menu Select Industry Standard or Custom Configuration option from the drop-down menu to change the column layout of the data table and export PDF. 

To learn more, see Export an Owner Progress Claim.
Search Field Enter a keyword or a phrase to search the data table for line items that match the criteria you enter.
Select Groups to Display Menu Select from a variety of standard and customisable grouping options to group the data table using column data. 
Table Settings Icon Click the  Table Settings icon to choose the row height by clicking the Small, Medium, or Large option. Use the toggles in the Configure Columns area to toggle columns ON (BLUE) or OFF (GRAY) configuration. 
Expand Column Group Icon Click the  Expand Column Group icon to show all of the columns in that group. 
Collapse Column Group Icon Click the  Collapse Column Group icon to show only specific column(s) in a group. 
Open First Group Icon Click the  Open First Group icon to open the first group of columns in the data table.  
Open All Groups Icon Click the  Open All Groups icon to open all groups of columns in the data table. 
Close All Groups Icon Click the  Close All Groups icon to close all grouped columns in the data table. 
 Manage Custom Groups Icon In edit mode, click the icon-settings-gear-grey3.png Manage Custom Groups icon to create and manage custom groups to customise how your schedule of values line items are grouped in Procore or on PDF exports.
Assign to Custom Groups  Button In edit mode, click the Assign to Custom Groups button to add or move selected items to custom groups.
Bulk Select Line Items and Edit Values * Checkboxes To edit line items in bulk, click Edit to place the Schedule of Values into editing mode. Then select the desired line item checkboxes and click the Edit Values button that appears. This opens an Edit Values panel on the right side of the data table so you can edit values on multiple line items for bulk billing. 
New Data Columns & Labels

The table below details the new columns in the Industry Standard view, which is listed as an option in the new Column View When Exported menu at the top of the Schedule of Values. To customise the columns when viewing and when exported, click the Table Settings icon and then toggle the columns ON and OFF as described in New Data Table Features above. 

Column Description
Item Number Shows the line item number.
Budget Code Shows the budget code.
Description of Work Shows the description of the line item's work. Users can edit the default descriptions for each line item on the progress claim. 
Line Item Type Shows the contract line item type:  SOV or Variation.
Source Provides a hyperlink to the line item's head contract or variation, so you can view the source. 
Head Contract Value Shows the original value of the head contract.
Change Value Shows the value of any line items when from any variations. Not every line item on a progress claim has a change value. Only line items from variations have a change value. 
Programd Value Shows the sum of the 'Head Contract Value' and the 'Change Value'. Hover your mouse cursor over the tooltip for more information about this value. 
Work Completed from Previous Application ($) Shows the sum of any values in the 'Materials Presently Stored' column on related subcontractor progress claims.
Work Completed from Previous Application (%) Shows a percentage value that corresponds to the values in the 'Materials Presently Stored' column on related subcontractor progress claims.
Work Completed This Period ($) Shows the sum of any values in the 'Work Completed This Period ($) column on related subcontractor progress claims.
Work Completed This Period (%) Shows a percentage value that corresponds to the values in the 'Work Completed This Period (%)' column on related subcontractor progress claims.
Previous Materials Stored Shows a percentage value that corresponds to the values in the 'Work Completed This Period (%)' column on related subcontractor progress claims.
New Materials Stored Shows the value that corresponds to the 'New Materials Stored' column on related subcontractor progress claims.
Materials Presently Stored Shows the value that corresponds to the 'Materials Presently Stored' column on related subcontractor progress claims.
Total Completed and Stored to Date ($) Shows the value that corresponds to the 'Total Completed and Stored to Date ($)' column on related subcontractor progress claims.
Total Completed and Stored to Date (%) Shows the value that corresponds to the 'Total Completed and Stored to Date (%)' column on related subcontractor progress claims.
Updated Attachments Area

For better attachment handling, a new Attachments card lets users download any attachments in a ZIP file at the click of a link. Users can also click the Edit or Upload Attachments button pictured below, to upload new files. The tool automatically uploads any attachments associated with the open billing period from clearly marked sections for subcontractor progress claims or direct costs. It also adds identifying information to the beginning of Direct Costs attachment file names for easy visual identification. To learn more, see Create Owner Progress Claims.


attachment-direct-costs.png

New Save and Change Status Button

A new Save & Change Status button at the bottom of every owner progress claim eliminates the need to change the status on the General Information tab at a later time. Now, you can simply click Save & Change Status to immediately update its status. To learn more, see Create Owner Progress Claims and Edit Owner Progress Claims

Example

The illustration below shows you the new Save & Change Status button at the bottom of every owner progress claim. 

save-change-status.png

The example below shows you the 'Save Edits and Change Status' window. 

save-edits-and-change-status-modal.png

Helpful Resources

To accompany this release, the following documentation is available. 

If you would like to ask questions or share any feedback, please contact support@procore.com.