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
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Locate the progress claim to update, and click its Contract link.
This opens the commitment. A subcontractor progress claim originates from a commitment.
- In the commitment, click Edit.
- 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.
- Click Save.