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Automated Commitment Progress Claim Numbering

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Background

Automated Commitment Progress Claim Numbering allows companies to define a company-level numbering scheme for all newly created Commitment/Subcontractor Progress Claims. This automation reduces manual entry, ensures consistency, and streamlines financial operations across all progress claims.

Things to Consider

  • Required User Permissions
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
    • This process allows you to access the Invoicing tool’s settings page.
    • You will be modifying the company-level configuration for progress claim numbering.

Steps

  1. Log in to your Procore account with Admin permissions.

  2. Navigate to Admin > Tool Settings > Invoicing.

  3. In the Invoicing settings, click the Settings tab.

  4. Under the Subcontractor Invoicing section, find the Progress Claim Numbering setting and Format Preview panel.

  5. Click Edit to open the Progress Claim Number Format.

  6. Preview the Progress Claim Number. Use Preview to verify the format. The number appears in sequential order in the preview based on the starting value.

  7. Configure the Progress Claim number format by adding and arranging the required components in the desired order, using the first or last five characters of each component. Select the components you want to include in your progress claim numbers. Options include:

    • Progress Claim Position - You cannot delete the position number.

    • Commitment Number -  Uses the commitment number.

    • Billing Period - Uses the billing period.

    • Billing Period End Date - Uses the Progress Claim billing end date.

    • Billing Period Number - Uses the Progress Claim billing period number.

    • Custom Text - Type any fixed text ( For example, INV, BILL or Code).

    • Retention Conditional - Will be based on the selected property format.

    • Project Number - Uses the Project number.

  8. Configure component separator to define how each component is separated. Select the Component Separator from the drop-down list.

    • Dash (-)

    • Point (.)

    • Forward slash (/)

    • Underscore (_)

    • None

  9. Configure the characters for each component. Select the components you want to include in your progress claim numbers. Options may include:

    • Format 

    • Length 

      • Progress Claim Position

      • Characters

    Note: Arrange the components and set formatting options as desired.

  10. The system will validate the total character count for the progress claim number.

    • Note: If your ERP system specifies a maximum character count, Procore will enforce it. Otherwise, the default limit is 100 characters.

  11. Review the format preview to ensure it meets your requirements.

  12. Click Save to apply the numbering scheme.
    Note:

    • Progress Claim numbers for these progress claims will be auto-generated and non-editable.

    • The new numbering scheme will now be enforced for all newly created Commitment/Subcontractor Progress Claims.