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Procore

(Beta) View HC/Client Progress Claims

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 In Beta
This content is for participants in the Project Financials: Modernised Experience for Head Contracts beta program. 
 Limited Release
flag-us.png flag-canada.png  The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To view the HC/Client progress claims associated with a client contract. 

Background

To navigate to the HC/Client progress claims associated with a client contract, click the 'Invoices' tab in the contract. 


Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Client Contracts tool. 

Steps

  1. Navigate to the project's Client Contracts tool. 
  2. In the contracts table, locate the client contract. 
  3. Click the contract's Number link to open it. 
  4. In the contract, click the Progress Claims tab to view the 'Invoices (Payment Applications)' table.
    gc-client-invoice.png
  5. Choose from these options:
    • To review the progress claim line items, scroll to the up/down and left/right.
    • To open a progress claim, click its Number link. 

See Also