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Edit a Configurable PDF of a Funding Progress Claim

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 Limited Release
flag-us.png flag-canada.png The Funding tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To learn how to edit the 'Configurable PDF' tab for a funding progress claim.

Background

This tutorial shows you how to use the options in the Configurable PDF tab of a funding progress claim. You can use the options in this tab to customise the way line items display on the PDF, such as how you want to group and summarise progress claim line items so they display the way you want before you present the PDF to a funding source. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool.
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
      • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  • Additional Information:
    • If you click the Email Progress Claim button, only the Detail tab PDF of the Progress Claim will be sent to recipients, not the 'Configurable PDF' tab.

Steps

  1. Navigate to the project's Funding tool.
  2. Click the Funding tab. 
  3. Locate the progress claim to work with. Then click its Progress Claim # link. 
  4. Click the Configurable PDF tab.
  5. Edit the PDF in any of the following ways:
    1. Summarization
      By clicking the arrows, you can expand and collapse the line items to show differing levels of data. To expand, click the arrow illustrated below. To collapse, click the arrow again. 
    2. Grouping
      Click the Group drop-down list to the group or subtotal line items by your selection:
      add-groups-manage-custom-groups.png
      • Optional: Sub Job
        This option is only available if the sub job feature is active on the project. See Enable Sub Jobs on Projects for WBS and Add 'Sub Job' Segment Items to a Procore Project.
      • Cost Code Tier 1. If your cost code structure is tiered, this option groups data by the first tier.
         Note
        For Procore project's using Procore's default cost codes that align with the CSI MasterFormat, the 'Division' concept is equivalent to the 'Cost Code Tier 1' option. If you want to group your data by 'Division', select the 'Cost Code Tier 1' option. 
      • Cost Code Tier 2. If your cost code structure is tiered, this option groups data by the second tier in your structure.
      • Cost Type. This option lets you group data by your company's 'Cost Type' segment. For details, see What are Procore's default cost types?
      • Manage Custom Groups. You can click this button to create custom groupings for your configurable PDF. To learn how to manage groups, see Create a Configurable PDF of a Funding Progress Claim.