Create Progress Claim Contacts

Objective

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

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.
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.

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.

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.