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Procore

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:
  • Additional Information:
    • Subcontractor progress claims originate in the Project level Commitments tool.

Prerequisites

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. 
    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 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