About Subcontractor Progress Claims

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Procore Internal ONLY

This page details the modernised experienceA tutorial for the legacy experience is available at https://support.procore.com/products...actor-invoices

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)	Specialty Contractors English (Specialty Contractor Terminology)
Invoicing	Invoicing	Progress Billings
Owner	Funding	Owner
Owner/Client	Owner/Client	GC/Client
Prime Contract Change Order	Funding Change Order	Client Contract Change Order
Prime 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)

Objective

To provide Procore users with information about subcontractor progress claims in Procore.

Background

In Procore, a subcontractor progress claim originates in the Project Commitments tool. Before you can create a progress claim, your project team must create a commitment for the project, establish a billing period and decide which internal users and/or external collaborators will be granted permission to submit new progress claims.

Tip

Prerequisites

Decide which internal users and/or external collaborators can submit new progress claims in the Procore project. See Create Subcontractor Progress Claims.
Create a commitment for the progress claim to bill against. See Create Commitments.
Create a billing period for the Procore project. See Manage Billing Periods.

Workflow

This diagram summarises subcontractor progress claim creation.

Steps

Create Your Subcontractor Progress Claims in Procore
Optional: Export Your Subcontractor Progress Claims to an Integrated ERP System

Create Your Subcontractor Progress Claims in Procore

The steps for creating subcontractor progress claims in Procore include:

Step	Description	Learn More
Decide who will have permission to submit a progress claim	You have these choices: 1. Grant progress claim submission rights to downstream collaborators. In Procore, these users are called progress claim contacts. 2. Gather paper or digital progress claims from collaborators and grant progress claim submission rights to your team. In Procore, these users are your progress claim administrators.	Considerations
Optional. Decide if you want to collect signatures with DocuSign®	There are two (2) ways to collect signatures on commitments and progress claims: Use the Procore + DocuSign^® integration. See Enable the DocuSign® Integration on Your Company's Procore Account and Enable the DocuSign® Integration on a Project. Sign the digital or paper forms and upload them as attachments on the commitment and/or progress claim.	DocuSign®
Configure the Progress Claim Management tools	Configure the invoicing settings in the Commitments and Invoicing tools. See Configure Settings: Commitments and Configure Settings: Invoicing.	Commitments and Invoicing
Establish a billing period	Create a billing period and place it in the Open status. A billing period defines the start, end, and due date for submitting a progress claim.	Manage Billing Periods
Create a commitment	Subcontractor progress claims originate from commitments. You can create multiple commitments for your collaborators in a Procore project. A commitment must be in the 'Approved' status before you can create a progress claim.	Create a Commitment
Optional: Grant progress claim submission rights to downstream collaborators	Optional: An progress claim administrator can grant progress claim submission rights to downstream collaborators.	Add Progress Claim Contacts to a Purchase Order or Subcontract
Configure the 'Advanced Settings' tab on the commitment	For best results, configure the advanced settings before you add line items to the SOV and before you create progress claims for the commitment.	Edit the Advanced Settings Tab on a Commitment
Create progress claims and submit them before the Open billing period's 'Due Date'	Learn the options for creating progress claims with the Commitments tool. Only progress claim administrators or progress claim contacts on a commitment can create subcontractor progress claims.	Create a Subcontractor Progress Claim
Review submitted progress claims	Once submitted, an progress claim administrator can review each line item on the progress claim's Schedule of Values to approve or reject it.	Review a Subcontractor Progress Claim as a Progress Claim Administrator
Revise and resubmit progress claims	If an progress claim administrator rejects one (1) or more progress claim line items, users can make fixes and corrections until all the line items on the progress claim's Schedule of Values are Approved.	Revise & Resubmit a Subcontractor Progress Claim as a Progress Claim Contact
Optional. Complete the signature process in DocuSign®	Once Approved, you can optionally complete the signature process in DocuSign®.	Complete Subcontractor Progress Claims with DocuSign®
Optional: Sync progress claims with an integrated ERP system	You'll need to determine if your ERP connector supports subcontractor progress claims.	ERP Integrations