Submit a New Progress Claim as a Progress Claim Contact
Objective
To submit a new subcontractor progress claim as a progress claim contact after accepting an 'Invite to Bill.'
Background
If you are the designated progress claim contact for a purchase order or subcontract, the company you are performing work for creates a billing period to define the 'Due Date' for submitting your progress claim. Once the billing period is created, the progress claim manager has the option to send you an email message with the subject line, "Project Name: User Name has invited you to bill." This invite is a courtesy reminder to help ensure that you create and submit your progress claim before the due date.
- If you receive and accept the 'Invite to Bill' (see Accept or Decline an 'Invite to Bill' as a Progress Claim Contact), you can then follow the steps below.
- If you have not received an 'Invite to Bill', the company you are performing work for may choose to submit the progress claim on your behalf. If this is the case, confirm that with the company, and then the company completes the steps in Create a Progress Claim on Behalf of a Progress Claim Contact.
Things to Consider
- Required User Permissions:
- You must be an progress claim contact on the commitment.
- Additional Information:
- A progress claim contact must submit their progress claim before the 'Due Date' for the current, open billing period. After the 'Due Date', a progress claim administrator must Create a Progress Claim on Behalf of a Progress Claim Contact.
Prerequisites
Steps
- Step 1: Respond to an Invite to Bill
- Step 2: Enter a Progress Claim Number
- Step 3: Update the Schedule of Values
- Step 4: Update Approved Commitment Change Orders
- Step 5: Add Attachments
- Step 6: Save or Submit a Progress Claim
Step 1: Respond to an Invite to Bill
There are two ways to respond to an 'Invite to Bill' as a progress claim contact: (1) from the 'Invite to Bill' email or (2) from the upstream collaborator's Project level Commitments tool. Use the second option when you know you have progress claim contact permissions but the 'Invite to Bill' is missing or lost.
When responding to an invite, you can accept or decline it as follows:
- To respond to an 'Invite to Bill' email: Show/Hide
- To respond to an 'Invite to Bill' in the Commitments tool: Show/Hide
- Navigate to the project's Commitments tool.
- Locate the commitment to which you were added as a progress claim contact.
- Under Do you Want to Bill this Period?, indicate your intent to submit a progress claim by clicking the Yes button.
- Click the Post Response button.
Tip
Can't find your 'Invite to Bill' or uncertain if one was sent? A progress claim contact always has sufficient permissions to create a new progress claim for an open billing period in the upstream collaborator's Procore project. See Create a New Progress Claim as a Progress Claim Contact.
Step 2: Enter a Progress Claim Number
- Enter a progress claim number in the Progress Claim Number box.
- Verify the billing period dates set by the progress claim administrator:
- Billing Date
Indicates the due date for the billing period. - Period Start
Indicates the start date for the billing period. - Period End
Indicates the end date for the billing period.
- Billing Date
- Continue with the next step.
Step 3: Update the Schedule of Values
- Scroll to the Complete Schedule of Values section.
The data entry format depends on the accounting method set on the commitment by the progress claim administrator. See How do I set the accounting method for a contract or funding? - Choose the method below that corresponds to what you see on the screen:
- Amount-Based Accounting Method
- Choose one of these entry options:
- Percentage (%). Enter the percentage of work completed for this progress claim's billing. An entry here automatically updates the value in the 'From This Period' column for you.
OR - From This Period. Enter the dollar amount of work completed for this progress claim's billing period.
AND
- Percentage (%). Enter the percentage of work completed for this progress claim's billing. An entry here automatically updates the value in the 'From This Period' column for you.
- Enter a dollar amount in the Materials Presently Stored field. This value remains in this column on future progress claims. On a future progress claim, you can update the 'From This Period' column to reflect any new work completed for that progress claim's billing period.
- Update your approved commitment variations and add any attachments to your progress claim now.
- Choose one of these entry options:
- Unit/Quantity-Based Accounting Method
- Choose one of these entry options:
- Enter the percentage complete in the % box. Procore automatically updates the 'Quantity' and 'Value' columns.
OR - Enter an amount in the Quantity box. Procore automatically updates the '%' and 'Value' columns.
- Enter the percentage complete in the % box. Procore automatically updates the 'Quantity' and 'Value' columns.
- Optional. If you need to release retention, enter the dollar amount of retention that you're requesting to be released on this progress claim in the Released this Period field.
- Choose one of these entry options:
- Amount-Based Accounting Method
- Continue with the next step.
Step 4: Update Approved Commitment Change Orders
- Scroll to the Approved Commitment Variations section.
- Enter the dollar amount or percentage complete for each line item.
Only variations in the Approved status appear here. See Approve or Reject Commitment Variations. - Continue with the next step.
Step 5: Add Attachments
If you have any files to add as an attachment to the progress claim, you can add them now. For example, you might be required to add a lien waiver or a signed PDF copy of the progress claim.
- Scroll to the Attachments section.
- Click Attach Files.
- Upload any file attachments that you might be required to include with your progress claim.
Tip
Do you need to provide a signed PDF copy of the progress claim? If yes, follow these steps in Export a Subcontractor Progress Claim. After you sign the PDF, you can use the steps above to attach it to your progress claim. - Continue with the next step.
Step 6: Save or Submit a Progress Claim
If you are ready to submit the progress claim for review, you may do so now. If you want to submit the progress claim at a later time, you have the option to save the progress claim. Choose one (1) of these options:
- If you are NOT ready to submit the progress claim, click Save. This sets the progress claim's status to Draft.
OR - If you are ready to submit your progress claim to the payor for review, click Send. This automatically sets the progress claim's status to Under Review. Unless a progress claim administrator changes the status to Revise & Resubmit, you will NOT be permitted to edit the progress claim after you submit it.