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Procore Support (en-au)

About Subcontractor Progress Claims

Objective

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

Background

Procore's Progress Claim Management product includes the Project level Invoicing tool, which supports two types of progress claims on a construction project:

  • Payable Progress Claims. In Procore, your accounts payable progress claims are called subcontractor progress claims. This tutorial provides you with an introduction to the subcontractor progress claim workflow in Procore. Payable progress claims are created in the project's Commitments tool, where your purchase orders and subcontracts are also created. 
  • Receivable Progress Claims. In Procore, your accounts receivable progress claims are called owner progress claims. The receivable progress claim process works with the project's Head Contracts tool and also lets you base your owner progress claims on your subcontractor progress claims. 

Procore's Progress Claim Management tools supports progress billing, so your team can incrementally collect, review and approve progress claims for the agreed upon progress milestones or billing cycles identified in your contracts.

The first step of the invoicing process is to create your purchase orders and subcontracts and to designate an progress claim contact for the subcontractors and vendors who will be billing you for the work they perform. The next step is for the person (or people) responsible for managing your project's progress claims to set up a billing period. In this documentation, we refer to that person as the progress claim administrator. A billing period allows you to organise your progress claims—monthly, weekly or a custom length. 

For your project, you can choose to create the progress claims for your subcontractors and vendors or you have option to send your progress claim contacts an 'Invite to Bill'—which is a courtesy reminder to submit the progress claim by the due date. After the subcontractor progress claims are submitted, you can generate your project's owner progress claims based on your subcontractor progress claims. 

Workflow


ACCEPTED
ACCEPTED


Accept or Decline an 'Invite to Bill' as an Invoice Contact
Accept or Decline an '...
Draft
Draft





Start
Start
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...


Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
Commitments
Commitments
Invoicing
Invoicing
Add an 'Invoice Contact' with the Commitments or Invoicing tool?
Add an 'Invoice Contact' with the Co...


Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
INVOICE CONTACT
INVOICE CONTACT
INVOICE ADMINISTRATOR
INVOICE ADMINISTRATOR
Who will create the new invoice?
Who will create the new invoice...
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Admin
Invoice Admin
Invoice Contact
Invoice Contact
Commitments
Commitments
Invoicing
Invoicing


Create a New Invoice on Behalf of an Invoice Contact
Create a New Invoice o...


End
End


Send an 'Invite to Bill' to an Invoice Contact
Send an 'Invite to...


Revise & Resubmit an Invoice as an Invoice Contact
Revise & Resubmit an I...
REVISE & RESUBMIT
REVISE & RESUBMIT
Does the invoice contact want to submit an invoice for the current billing period?
Does the invoice contact want t...
RECEIVE EMAIL
RECEIVE EMAIL

Did the Invoice Administrator reject any line items on the invoice?
Did the Invoice Administrator...


End
End
DECLINED
DECLINED

Submit a New Invoice as an Invoice Contact
Submit a New Invoice...
Review an Invoice as an Invoice Administrator
Review an Invoice as an In...


Limited Release
Submit a New Invoice as an invoice Contact
Limited Release...
Draft
Draft

Steps

Create Your Subcontractor Progress Claims in Procore

The steps in the subcontractor progress claim workflow are designed for use by your team's progress claim administrator(s). You also have the option to either create all of your project's subcontractor progress claims on behalf of your progress claim contacts or to invite your progress claim contacts to submit their own progress claims:

  1. Add at least one (1) progress claim contact to the purchase order or subcontract using one (1) of these tools:
  2. Create a billing period using the Invoicing tool:
  3. Decide who can create progress claims for your Procore project. Users have these choices:
  4. After the progress claims are created, a user with 'Admin' level permissions must review it. See Review a Subcontractor Progress Claim as an 'Admin.'
    •  If you are an 'Progress Claim Contact' who has also been granted 'Standard' permission on a project's Commitments tool, you can check the status of the line items on your progress claim, see any comments left by the person who reviewed your progress claim submission and adjust those line item amounts as needed to resubmit your progress claim for another review. To learn more, see Revise & Resubmit an Progress Claim as an Progress Claim Contact.

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

If your company is using one of Procore's ERP Integrations and you want to sync the subcontractor progress claims from your Procore project with an integrated ERP system, you first need to determine if subcontractor progress claim exports are supported. The list below details the ERP Integrations that support subcontractor progress claim exports. 

ERP Integration Name  For instructions
Integration by Procore: Connects Procore to Viewpoint® Spectrum® Subcontractor progress claims cannot be synced at this time.
Integration by Ryvit: Connects Procore to Viewpoint® Vista™ Subcontractor progress claims cannot be synced at this time.
Procore + Sage 100 Contractor® Subcontractor progress claims cannot be synced at this time.
Procore + Sage 300 CRE® Export Subcontractor Progress Claims from Procore to Sage 300 CRE®
Procore + QuickBooks® Export Subcontractor Progress Claims from Procore to QuickBooks®

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.
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