Review a Subcontractor Progress Claim as an Admin (Legacy)

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

• Required User Permissions:
  • To review a subcontractor progress claim as progress claim administrator from the Commitments tool, 'Admin' level permissions on the project's Commitments tool. 
• Additional Information:
  • To review the status of the line item review as an 'Invoice Contact,' see Review a Subcontractor Progress Claim as a Progress Claim Contact. 
  • To learn how to review a subcontractor progress claim from the project's Invoicing tool, see Review a Subcontractor Progress Claim as an Admin.

Prerequisites

• Create a Subcontractor Progress Claim
• Place the progress claim in the Under Review status. See What are the default statuses for Procore progress claims?

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. Click its Number link to open it.
4. In the purchase order or subcontract, click the Progress Claims tab.
5. In the 'Invoices (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 . 
       OR
   • To reject a line item:
     • Click the RED 'x' so it appears in a circle .  
     • Enter a reason in the Leave a Reason Why box.
       

        Important

       • Comments entered in the 'Leave a Reason Why' box are NOT included in the automated email sent to the progress claim contact. However, you can export a PDF that includes a 'Reasons for Difference' table that shows the comments as entered.
     • Press ENTER to submit your explanation for rejecting the line item. 

        Note

       • If you have turned the 'Show amounts subcontractors claim' option ON in the Configure Settings page of the project's Invoicing tool, the 'Proposed Amount' column appears.
       • The 'Proposed Amount' column can reflect what a 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.
    
    
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. The system also sends an email notification so the downstream collaborator can Revise & Resubmit a Progress Claim as a Progress Claim Contact. 
    • If you approved all of the line items, Procore automatically sets the status to Under Review. 

Next Step

• Revise & Resubmit a Progress Claim as a Progress Claim Contact

See Also

• Create a Payment Program