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Procore Support (en-au)

Revise & Resubmit an Progress Claim as an Progress Claim Contact

Objective

To review, revise and resubmit a subcontractor progress claim as progress claim contact after one (1) or more line item(s) have been rejected. 

Background

After an progress claim contact submits a subcontractor progress claim, an progress claim administrator must review your progress claim before it is approved for payment. An progress claim administrator is any Procore user who has been granted sufficient permissions to approve or reject your progress claim's line items. For details, see Review a Subcontractor Progress Claim as an Admin.

As an progress claim contact, you may have been granted sufficient access permissions to view the status of the individual line items after this review. For each line item on the progress claim, you are informed of the status as follows:

  • Lines with a green checkmark icon-inspections-pass.png indicate the line item was Approved.
  • Lines with a red x icon-inspections-fail.png indicate the line item was Rejected. The progress claim manager might also enter an explanation for the rejection in the 'Comments' column. 

If a line item is rejected, the progress claim's status is updated to 'Revise & Resubmit.' This allows the progress claim contact to review the rejected line items on the progress claim and adjust the values on those line items as needed.

Things to Consider

  • Required User Permissions:
    • To revise and resubmit a subcontractor progress claim, 'Standard' level permissions on the project's Commitments tool and you must be the designated 'Progress Claim Contact' on the commitment. See Add Progress Claim Contacts to a Purchase Order or Subcontract. This automatically adds you to the 'Private' drop-down list on the purchase order or subcontract.

Prerequisites

Steps

  1. Navigate to the project's Commitments tool.
  2. Beta Under the Contracts tab, locate the purchase order or subcontract. Then click View.
  3. Click the Progress Claims tab. 
  4. Locate the progress claim to review.  Click Edit.
  5. 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 mean 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
  6. Adjust your line item amounts as needed. 
  7. Click Submit for 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.
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