Add Progress Claim Contacts to a Purchase Order or Subcontract

Objective

To add an progress claim contact to commitment on a Procore project as an progress claim administrator.

Background

To provide downstream collaborators with progress claim submission rights in a Procore project, a progress claim administrator can add a progress claim contact to their commitment. If a collaborator has more than one commitment on your Procore project, administrators can add a different progress claim contact to each commitment. Alternatively, your company's Procore Administrator can set a default progress claim contact in the downstream collaborator's company record. 

Things to Consider

• Required User Permissions:
  • You must be an progress claim administrator. 
• Additional Information:
  • Subcontractor progress claims originate in the Project level Commitments tool.

Prerequisites

• Complete the steps in How do I add progress claim contacts to Procore?
• Create the commitment to which you want to add the progress claim contact. See Create a Commitment. 

Steps

1. Navigate to the project's Invoicing tool.
2. Click the Subcontractor tab.
3. Locate the progress claim to update, and click its Contract link. 
   This opens the commitment. A subcontractor progress claim originates from a commitment. 
   
4. In the commitment, click Edit.
5. Under General Information, do the following:
   
   • Contact Company. Select the company record from the drop-down list. 
   • Progress Claim Contacts. Select the progress claim contact from the drop-down list. 

      Tip

     Don't see a company or contact in the drop-down list? Learn how to add progress claim contacts to Procore.
6. Click Save.

    Tips

   • When does Procore send email notifications to progress claim contacts?  See Do progress claim contacts receive emails from Procore? 
   • When does Procore send email notifications to members of the 'Invoice Distribution' list? Members added to the Commitment tool's 'Invoice Distribution' list (see Configure Settings: Commitments) receive notifications when:
     • A progress claim contact submits or resubmits a Subcontractor Schedule of Values. See How do I submit a Subcontractor Schedule of Values for a Procore commitment?
     • A progress claim administrator changes the status of the Subcontractor Schedule of Values from any status to 'Under Review.' See Review a Subcontractor SOV for a Commitment.

Next Steps

• Create Billing Periods

See Also 

• Send an 'Invite to Bill' to a Progress Claim Contact
• Accept or Decline an 'Invite to Bill' as a Progress Claim Contact
• Submit a New Progress Claim as a Progress Claim Contact