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Procore Support (en-au)

Review Progress Claims as a Subcontractor

Objective

To review line items on an progress claim that has been previously review by a user with 'Admin' permission. 

Background

Project Managers and users with 'Admin' permissions on the Commitments tool can approve or reject progress claim line items that Subcontractors (or 'Standard' level users or users added as progress claim contacts) have submitted. A green checkmark can be selected to indicate that the line item has been approved and the red x can be selected to indicate that the line item has been rejected. Users with 'Standard' level access can view which line items have been approved and which items have been rejected. They can also view any comments that have been made on rejected items. 

Things to Consider

  • Required User Permission:

Steps

  1. Navigate to the project's Commitments tool.
  2. Click the Summary or Detailed tab. 
  3. Locate the commitment with the progress claim that has line items to review. Then click View
  4. Click the Progress Claims tab. 
  5. Locate the progress claim to review.  Click Edit.
  6. Review the progress claims as follows:
    • Items with a green checkmark icon-inspections-pass.png to the left of the line show that the item has been approved.
    • Items with a red x icon-inspections-fail.png to the left of the line item means that the line item has been rejected.
    • The Comment column to the right shows any comments that have been added to the line item by the Admin user. 

      req-sub.png
  7. Adjust your line item amounts as needed. 
  8. Click Submit for Review.