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Procore

Progress Claiming

 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      
    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Subcontractors

      English (Speciality Contractor Terminology)

      Progress Claiming Progress Claiming Progress Billings
      Owner-developer Funding Owner-developer
      Owner/Client Owner/Client HC/Client
      Head Contract Variation Funding Variation Client Contract Variation
      Head Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

With Procore's Invoicing tool, your company can simplify the progress claim collection, review, and approval process on all of your construction projects. Progress Claims that once took days to complete, can now be processed in a few minutes using Procore's paperless progress claim management features. The Invoicing tool is designed specifically for Procore users with  'Admin' permission on the Commitments and/or Head Contracts tool.

  • Generate accurate progress claims for owner and subcontractor contracts
  • Streamline the collection, review, and approval process with billing stakeholders
  • Increase confidence that progress claim amounts match work completed to reduce rework and prevent overbilling

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Integrations
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To browse and search all Procore training videos, visit our video library.

Configure Invoicing Settings
 
Set Up Invoicing - Owner
 
Create a Subcontractor Progress Claim on Behalf of a Subcontractor - General Contractor
 
Create an Owner Progress Claim - General Contractor
 
Create a Contractor Progress Claim on Behalf of a Contractor - Owner
 
Create a Client Progress Claim - Owner
 
Create and Send Subcontractor Progress Claim Invitations - General Contractor
 
Create and Send Contractor Progress Claim Invitations - Owner
 
Submit a Progress Claim - Subcontractor as Collaborator
 
Review a Subcontractor Progress Claim - General Contractor
 
Review a Contractor Progress Claim - Owner
 
Review an Owner Progress Claim - Owner
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create and Send Subcontractor Progress Claim Invitations

 

Create a Subcontractor Progress Claim on Behalf of a Subcontractor

 

Create a Client Progress Claim

 

Review a Subcontractor Progress Claim

 

Speciality Contractor - Create Client Progress Billings

 

Speciality Contractor - Set Up Progress Billings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor - Create Subcontractor Progress Billings on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor - Send Subcontractor Progress Billings Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit a Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Set Up Invoicing

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create and Send Contractor Progress Claim Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Contractor Progress Claim on Behalf of a Contractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review a Contractor Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner as Collaborator - Review an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor - Review Progress Billings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitment Management

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitments Configuration

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Subcontractor Progress Claim on Behalf of a Subcontractor - General Contractor
 
Create an Owner Progress Claim - General Contractor
 
Create and Send Subcontractor Progress Claim Invitations - General Contractor
 
Review a Subcontractor Progress Claim - General Contractor
 
Create a Subcontractor Progress Claim on Behalf of a Subcontractor - General Contractor
 
Create an Owner Progress Claim - General Contractor
 
Create and Send Subcontractor Progress Claim Invitations - General Contractor
 
Review a Subcontractor Progress Claim - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Progress Claim on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Progress Claim Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Subcontractor Progress Claim on Behalf of a Subcontractor - General Contractor
 
Create an Owner Progress Claim - General Contractor
 
Create and Send Subcontractor Progress Claim Invitations - General Contractor
 
Review a Subcontractor Progress Claim - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Progress Claim on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Progress Claim Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Subcontractor Progress Claim on Behalf of a Subcontractor - General Contractor
 
Create an Owner Progress Claim - General Contractor
 
Create and Send Subcontractor Progress Claim Invitations - General Contractor
 
Review a Subcontractor Progress Claim - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Progress Claim on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Progress Claim Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Invoicing Settings
 
Create a Subcontractor Progress Claim on Behalf of a Subcontractor - General Contractor
 
Create an Owner Progress Claim - General Contractor
 
Create and Send Subcontractor Progress Claim Invitations - General Contractor
 
Review a Subcontractor Progress Claim - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Progress Claim on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Progress Claim Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Invoicing Settings
 
Create a Subcontractor Progress Claim on Behalf of a Subcontractor - General Contractor
 
Create an Owner Progress Claim - General Contractor
 
Create and Send Subcontractor Progress Claim Invitations - General Contractor
 
Review a Subcontractor Progress Claim - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Progress Claim on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Progress Claim Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Subcontractor Progress Claim on Behalf of a Subcontractor - General Contractor
 
Create an Owner Progress Claim - General Contractor
 
Create and Send Subcontractor Progress Claim Invitations - General Contractor
 
Review a Subcontractor Progress Claim - General Contractor
 
Create a Subcontractor Progress Claim on Behalf of a Subcontractor - General Contractor
 
Create an Owner Progress Claim - General Contractor
 
Create and Send Subcontractor Progress Claim Invitations - General Contractor
 
Review a Subcontractor Progress Claim - General Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontractor Progress Claim on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send Subcontractor Progress Claim Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Review a Subcontractor Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Invoicing Settings
 
Set Up Invoicing - Owner
 
Create a Subcontractor Progress Claim on Behalf of a Subcontractor - General Contractor
 
Create an Owner Progress Claim - General Contractor
 
Create a Contractor Progress Claim on Behalf of a Contractor - Owner
 
Create a Client Progress Claim - Owner
 
Create and Send Subcontractor Progress Claim Invitations - General Contractor
 
Create and Send Contractor Progress Claim Invitations - Owner
 
Submit a Progress Claim - Subcontractor as Collaborator
 
Review a Subcontractor Progress Claim - General Contractor
 
Review a Contractor Progress Claim - Owner
 
Review an Owner Progress Claim - Owner
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create and Send Subcontractor Progress Claim Invitations

 

Create a Subcontractor Progress Claim on Behalf of a Subcontractor

 

Create a Client Progress Claim

 

Review a Subcontractor Progress Claim

 

Speciality Contractor - Create Client Progress Billings

 

Speciality Contractor - Set Up Progress Billings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor - Create Subcontractor Progress Billings on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor - Send Subcontractor Progress Billings Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit a Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Set Up Invoicing

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create and Send Contractor Progress Claim Invitations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Contractor Progress Claim on Behalf of a Contractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review a Contractor Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner as Collaborator - Review an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor - Review Progress Billings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitment Management

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Commitments Configuration

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Progress Claiming

User access to the Project level Invoicing tool depends on the user's access permission to the contracts in the Project level Head Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool. 

Progress Claiming

Task None Read Only Standard Admin
Bulk Edit Subcontractor Progress Claim Status with the Invoicing Tool       icon-mindtouch-table-check.png 1
Bulk Send Subcontractor Progress Claims to DocuSign® with the Invoicing Tool       icon-mindtouch-table-check.png 1
Compile Subcontractor Progress Claim Backups with the Invoicing Tool       icon-mindtouch-table-check.png 1
Configure Settings: Invoicing       icon-mindtouch-table-check.png 1
Create Automatic Billing Periods       icon-mindtouch-table-check.png 1
Create Manual Billing Periods       icon-mindtouch-table-check.png 1
Create a Subcontractor Schedule of Values (SSOV)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 1
Edit Billing Periods       icon-mindtouch-table-check.png 1
Manage Billing Periods       icon-mindtouch-table-check.png 1
Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2  

1 To perform this task from the project's Invoicing tool, you must be an progress claim administrator.   

2 To perform this task, you must have the permissions designated in the tutorial, and you must be an progress claim contact. By default, progress claim contacts are added to the 'Private' list of a commitment. 

Head Contracts

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Create a Owner Progress Claims        icon-mindtouch-table-check.png
Create a Record for a Payment Received       icon-mindtouch-table-check.png
Delete Head Contract Progress Claim       icon-mindtouch-table-check.png
Edit Head Contract Progress Claim       icon-mindtouch-table-check.png
Email Owner Progress Claims       icon-mindtouch-table-check.png
Export Head Contract Progress Claim       icon-mindtouch-table-check.png
View a Summary Preview of an Owner Progress Claim       icon-mindtouch-table-check.png

Commitments

The following table highlights which user permissions are required to perform the described user action with the Invoicing tool.

Task None Read Only Standard Admin
Accept or Decline an 'Invite to Bill' as a Progress Claim Contact   icon-mindtouch-table-check.png 4    
Add a New Payment to the Payments Issued Tab of a Commitment       icon-mindtouch-table-check.png
Add Progress Claim Contacts to a Purchase Order or Subcontract (Legacy)       icon-mindtouch-table-check.png
Add Progress Claim Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add a Subcontractor SOV to a Commitment       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Create a Progress Claim on Behalf of a Progress Claim Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a New Subcontractor Progress Claim as a Progress Claim Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a Subcontractor Progress Claim for Release of Retention     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Create a Payment Received for a Head Contract       icon-mindtouch-table-check.png
Delete a Subcontractor Progress Claim     icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png
Enable or Disable a Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Forward a Subcontractor Progress Claim by Email     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Review a Subcontractor Progress Claim as a Progress Claim Administrator       icon-mindtouch-table-check.png
Review Progress Claim Line Items as an Progress Claim Contact     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Revise & Resubmit a Subcontractor Progress Claim as a Progress Claim Contact     icon-mindtouch-table-check.png 4  
Send an 'Invite to Bill' to a Progress Claim Contact       icon-mindtouch-table-check.png
Set or Release Retention on a Subcontractor Progress Claim     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Submit a New Progress Claim as a Progress Claim Contact   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png

1 To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Progress Claim Contact on the commitment. See What is a progress claim contact?

2 To perform this task, downstream collaborators should be designated as a progress claim contact on the commitment. See What is a progress claim contact?

3 To perform this task and to release retention during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as a progress claim contact on the commitment. See What is a progress claim contact? To set retention, you must be a user with 'Admin' level permissions on the Commitments tool.  

4 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a progress claim contact on the purchase order or subcontract.

5 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a progress claim contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list. 

6 The progress claim must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it. 

 Below are the notable changes to the project's Invoicing tool (also known as the Progress Billings tool in some accounts).

Recent Changes

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETENTION IS RELEASED (24/04/2023)

Subcontractor progress claims have a new warning banner that will appear when retention is released. The banner will appear from the Schedule of Values (SOV) card once retention amount is entered and released. See Set or Release Retention on a Subcontractor Progress Claim.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Progress Claim Experience Date (26/01/2023) 

The option to switch between the beta and legacy subcontractor progress claim experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.