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Procore

(Beta) View Funding Progress Claims

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 In Beta
This content is for participants in the Project Financials: Modernised Experience for Head Contracts beta program. 
 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 view the progress claims associated with a funding.

Background

To navigate to the progress claims associated with a funding, click the 'Invoices' tab in the funding.


Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool.

Steps

  1. Navigate to the project's Funding tool.
  2. In the fundings table, locate the funding.
  3. Click the contract's Number link to open it.
  4. In the contract, click the Progress Claims tab to view the 'Invoices (Payment Applications)' table.
    funding-invoicing-tab.png
  5. Choose from these options:
    • To review the progress claim line items, scroll to the up/down and left/right.
    • To open a progress claim, click its Number link.

See Also