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Procore

Add Progress Claim Contacts to a Purchase Order or Subcontract

 For Procore Customers in the United States

flag-us.png  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)

      Subcontractors

      English (Speciality Contractor Terminology)

      Progress Claiming Progress Claiming Progress Billings
      Owner-developer Funding Owner-developer
      Owner/Client Owner/Client HC/Client
      Head Contract Variation Funding Variation Client Contract Variation
      Head 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 add an progress claim contact to commitment on a Procore project as an progress claim administrator.

Background

To provide downstream collaborators with permissions to submit new subcontractor progress claims in a Procore project, a progress claim administrator must 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
  • Additional Information:
    • Subcontractor progress claims originate in the Project level Commitments tool.

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
     Tip
    You can also open a commitment from the Commitments tool. To do this, navigate to the Project level Commitments tool. In the Contracts tab, click the Number link. 
  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. 
    inv-subcontractor-contract-link.png
  4. In the commitment, click Edit.
  5. Under General Information, do the following:
    inv-sc-gen-info-invoice-contacts.png
    • Contact Company. Select the company record from the drop-down list. 
    • Progress Claim Contacts. Select an employee of the company from the drop-down list. 
       Tips
  6. Click Save.
     Tips