Progress Claiming
- Last updated
- Save as PDF
For Procore Customers in the United States
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
Popular Tutorials (view all)
Top FAQ (view all)
There are no items that match your search query.
Tip
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.
- Does a progress claim contact need an 'Invite to Bill' to submit a progress claim?
- How do I approve an owner progress claim?
- How do I create a billing period for an progress claim?
- How do I submit a Subcontractor Schedule of Values for a Procore commitment?
- How does Procore automatically complete amounts on an upstream progress claim?
- What are Procore's default cost codes?
- What are custom fields and which Procore tools support them?
- What are custom workflows and which Procore tools support them?
- What are the default statuses for Procore progress claims?
- What are the different types of progress claims in Procore?
- What do we need to consider before allowing downstream collaborators to submit progress claims in Procore?
- What is a Subcontractor Schedule of Values?
- What is a budget code in Procore's WBS?
- What is an downstream collaborator?
- What is an invoice administrator?
- What is an progress claim contact?
- What is an upstream collaborator?
- What is sliding scale retention?
- What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
- When does Procore send email notifications to progress claim contacts?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore project tools support the DocuSign® integration?
- Which fields in the Invoicing or Progress Billings tools can be configured as required, optional or hidden?
- Which setting do I enable in QuickBooks® to export progress claims with the ERP Integrations tool?
- Which units of measure are included on Procore's master list?
- Why are my variation line items duplicated on my subcontractor progress claim?
- Why isn't the 'Job to Date Costs' column in the budget matching our subcontractor progress claim amounts?
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
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.
Commitments
The following table highlights which user permissions are required to perform the described user action with the Invoicing tool.
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.