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Procore Support (en-au)

Add Progress Claim Contacts to a Commitment

Objective

To add an progress claim contact to a purchase order or subcontract in a Procore project.

Background

While creating a purchase order or subcontract, you can add one or more progress claim contact(s) using the steps below.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project'sCommitments tool.
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Prime Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an invoice contact for a subcontracting company that is performing work for a general contractor managing your contract in Procore), your ability to perform invoice-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Prime Contracts tool.
        • Your membership on the 'Private' list of a specific prime contract, purchase order, or subcontract.
        • Your designation as an 'Invoice Contact' on a prime contract, purchase order, or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Additional Information:

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Select the contract that you want to add the progress claim contact to, by clicking the appropriate link in the Commitment column. 
  4. Click Edit.
  5. Make sure the appropriate company is selected in the Contract Company drop-down list. 
  6. Select one or more Procore user accounts who are associated with the contract company from Progress Claim Contacts drop-down list.
     Notes

    To select an progress claim contact from the 'Progress Claim Contacts' list, the following must be true:

  7. Click Save.