Create Progress Claim Contacts
Objective
Background
Things to Consider
- Required User Permissions:
- 'Admin' on the Commitments tool.
Note
As a user with 'Admin' permissions on the Commitments tool, you can also perform the Steps below using the project's Invoicing tool. See Add Progress Claim Contacts to a Commitment.
- 'Admin' on the Commitments tool.
- Additional Information:
- Your company's Procore Administrator also have the option to set up default progress claim contacts in the Company Directory. See Add a Company to the Company Directory.
Prerequisites
- Add the progress claim contact's user account to the Project Directory. See Add a User Account to the Project Directory.
Note: When adding or updating the user account, ensure the following:- The user profile is set to Active.
- The email address is valid.
- The 'Send this User Messages' setting is enabled.
- Enable the 'Notify Subcontractors when Progress Claims are Approved' setting. See Configure Settings: Commitments.
- Complete the steps in Create a Purchase Order or Create a Subcontract.
Steps
- Navigate to the project's Commitments tool.
- Click the Summary or Detailed tab.
- Locate the commitment to work with. Then click Edit.
- Select one or more individuals from the Progress Claim Contacts drop-down menu.
Note: If the individuals you want to select are not listed in this menu, see 'Things to Consider' above. - Click Save.
Notes:- Progress Claim contacts will receive email messages when:
- The progress claim status is updated to Revise and Resubmit.
- The subcontractor SOV status is updated to Revise and Resubmit.
- After a user with 'Admin' permission clicks the Create & Email or Save & Email button on the General tab of the commitment.
- The progress claim contact receives the Invitation and Reminder email. They are also automatically added to the Private section of the General tab on a commitment.
- Progress Claim contacts will receive email messages when: