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Review a Subcontractor Progress Claim as an Admin

Objective

To approve or reject the line items on a subcontractor progress claim using the project's Commitments tool. 

Background

If you are responsible for managing your project's subcontractor progress claims for accuracy, you can approve or reject individual line items on the progress claim. In order to perform a review as an progress claim administrator, your Procore user account must be assigned the required user permissions described below. After these permissions are assigned, you can then navigate to the progress claim using either the project's Commitments tool or the project's Invoicing tool. This tutorial shows you how to review your project's progress claims using the Commitments tool. 

Things to Consider

Steps

  1. Navigate to the project's Commitments tool.
  2. Click the Contracts tab. 
  3. Locate the purchase order or subcontract with the progress claim in the contracts table. Then click its Number link to open it.
  4. In the purchase order or subcontract, click the Progress Claims tab.
  5. In the 'Progress Claims (Commitment Progress Claims)' table, locate the progress claim to review. Then click View.
  6. Click the Detail tab.
  7. Click the Edit button.
  8. In the Line Items table, approve or reject each line item on the progress claim as follows:
    • To approve a line item, click the GREEN checkmark so it appears in a circle icon-inspections-pass.png. This indicates you have approved the line item. 
    • To reject a line item:
      • Click the RED 'x' so it appears in a circle icon-inspections-fail.png.  
      • Enter a reason in the Leave a Reason Why box.
        progress claim-detail-leave-a-reason-why.png
         Important
      • Press ENTER to submit your explanation for rejecting the line item. 
         Note
        • If you have enabled the Enable Subcontractor Proposed Amounts option in Commitment Settings, the 'Subcontractor Claimed This Period' column appears. To learn more, see Create a Payment Program.
        • The 'Subcontractor Claimed This Period' column can reflect what an progress claim contact submitted, a user with 'Admin' level permissions can adjust the 'Work Completed This Period' and 'Materials Presently Stored' columns separately to set the appropriate amounts.
  9. Click Save
  10. In the Finish Review popup window, update the status as needed and add any information in the Overall Comments box.

    finish-review-popup.png
  11.  Click Update to complete the review.
     Notes
    • If you rejected any of the line items, Procore automatically sets the status to Revise and Resubmit.
    • If you approved all of the line items, Procore automatically sets the status to Under Review

 

If you would like to learn more about Procore’s commitments software and how it can help your business, please visit our construction financials tool product page here.