Edit a Configurable PDF of a HC/Client Progress Claim in the Client Contracts Tool

 Limited Release
flag-us.png  The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To learn how to edit the 'Configurable PDF' tab for a HC/Client progress claim.

Background

This tutorial shows you how to use the options in the Configurable PDF tab of an owner progress claim. You can use the options in this tab to customise the way line items display on the PDF, such as how you want to group and summarise progress claim line items so they display the way you want before you present the PDF to an owner. 

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the HC/Client tab. 
  3. Locate the progress claim to work with. Then click its Progress Claim # link. 
  4. Click the Configurable PDF tab.
  5. Edit the PDF in any of the following ways:
    1. Summarization
      By clicking the arrows, you can expand and collapse the line items to show differing levels of data. To expand, click the arrow illustrated below. To collapse, click the arrow again. 
      configurable-pdf-summarization.png
    2. Grouping
      Click the Group drop-down list to the group or subtotal line items by your selection:
      add-groups-manage-custom-groups.png

Next Step

See Also