Delete a Subcontractor Progress Claim from the Commitments Tool (Legacy)

Objective

To delete a subcontractor progress claim from a purchase order or subcontract using the project's Commitments tool. 

Background

You can use the steps below to delete a subcontractor progress claim from a purchase order or subcontract. Once deleted, the data is permanently removed from Procore and cannot be retrieved. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments tool.
    OR
  • 'Standard' level permissions on the project's Commitments tool and the progress claim must be set to the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore progress claims? 

  •  Note

    For user with the required user permissions listed above, you can alternatively delete a progress claim from the project's Invoicing tool. For instructions, see Delete a Progress Claim from the Invoicing Tool. 
• Additional Information:
  • You can only delete the most recent progress claim on a commitment.
  • Delete actions are recorded in the Change History tab on the commitment. 
• Limitations:
  • Once deleted, the data is permanently removed from Procore and cannot be retrieved. 

• For companies using the  ERP Integrations tool:

  • Before you can delete a subcontractor progress claim that has been synced with an integrated ERP system, you will first need to unlink the synced progress claim. 

Prerequisites

• You or another user must create a progress claim to delete:
  • Create a Progress Claim on Behalf of a Progress Claim Contact
  • Create a Subcontractor Progress Claim for Release of Retention
  • Submit a New Progress Claim as a Progress Claim Contact

Steps

Choose the following options for deleting a subcontractor progress claim:

• Delete a Progress Claim from the Progress Claims Tab
• Delete a Progress Claim from the Contract's 'Invoice (Commitment progress claim)' Page

See Also

• Delete a Subcontractor Progress Claim from the Invoicing Tool