Popular Tutorials | Tutorials | Alphabetical
Note
The tutorials on this page reflect updates included in the Financials Management: New Admin & Collaborator Views for Subcontractor Progress Claims release. To give you time to preview the design changes, Procore is providing users with the option to switch between the new and legacy experience until February 2023 in the user interface. After this date, the ability to exit out of the new experience will be removed and the legacy experience will no longer be available in Procore. To view the tutorials that detail the legacy experience, please visit the Commitments tool.
Tutorials
Downstream Progress Claims
For Progress Claim Contacts
An asterisk (*) below indicates the task is performed in the Commitments tool.
For Progress Claim Administrators
An asterisk (*) below indicates the task is performed in the Commitments tool.
Progress Claim tasks
- Designate a Progress Claim Contact
- Subcontractor Progress Claims
- Retention
- Subcontractor Schedule of Values
- Other Tasks
- Payments Issued
- Payment Program
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Upstream Progress Claims
If your company is in the United States and your Procore Administrator has enabled the Procore for Owners Point-of-View Dictionary in your environment, Head Contract Progress Claim are called Funding progress claims.
For Progress Claim Administrators
Owner Progress Claims
An asterisk (*) below indicates the task is performed in Procore's Head Contracts tool. See Head Contracts.
Funding Progress Claims
An asterisk (*) below indicates the task is performed in Procore's Funding tool. See Funding.
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Alphabetical
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