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Procore Support (en-au)

Create Progress Claim Contacts

Objective 

To add an progress claim contact to a purchase order or subcontract in a Procore project.

Background 

While creating a purchase order or subcontract, you can add one or more progress claim contact(s) using the steps below.

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Commitments tool.
  2. Click the Summary or Detailed tab. 
  3. Locate the commitment to work with. Then click Edit
  4. 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.
  5. 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.
         
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