Add Progress Claim Contacts to a Purchase Order or Subcontract

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' level permissions on the project's Commitments tool.

     Notes

    • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
    • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
      • A Procore User account.
      • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
      • Membership on the 'Private' list of a specific contract or funding
      • Designated as an 'Invoice Contact' on the contract or funding.
• Additional Information:
  • Your company's Procore Administrator also have the option to set up default progress claim contacts in the Company Directory. See Add a Company to the Company Directory.

Prerequisites

• Add the progress claim contact's user account to the Project Directory. See Add a User Account to the Project Directory.

   Notes

  • When adding or updating the progress claim contact's user account in the Company Directory, ensure that:
    • The user account in the Company level Directory tool is set to Active.
    • The email address entered for the user account is valid.
    • The 'Send this User Messages' setting in the user account must be turned ON by selecting the Via Email option from the drop-down list.  
  • When adding or updating the 'Contact Information' on the company record's 'General' tab in the Company Directory, the user must be listed in the 'Users' tab to appear as a selection in the Company Directory tool's 'Invoice Contacts' drop-down list.
  • The users that you designate as 'Invoice Contacts' in the Company Directory are then available in the 'Invoice Contacts' drop-down list on a purchase order or subcontract.
• Enable the 'Notify Subcontractors when Progress Claims are Approved' setting in the Commitments tool. See Configure Settings: Commitments.
• Complete the steps in Create a Purchase Order or Create a Subcontract.

Steps

1. Navigate to the project's Invoicing tool.
2. Click the Subcontractor tab.
3. Locate the progress claim to work with in the list. Then, click its Contract link to open the commitment contact. 
   
4. Click Edit.
5. Under 'General Information', do the following:
   
   • Make sure the correct company is selected in the Contract Company drop-down list. 
   • Select one or more individuals from the Progress Claim Contacts drop-down list. The users you select here are automatically added to the 'Private' drop-down list. 

      Notes

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

     • A 'Contract Company' must be set on the commitment. This populates the list with all of the company profiles  in the Company Directory. See Add a User Account to the Company Directory.
     • To appear in 'Invoice Contacts' list, the user must be an employee of the selected 'Contract Company'. See Add a User Account to the Project Directory.
6. Click Save.

    Tips

   When does Procore send email notifications to progress claim contacts? A progress claim contact receives an email notification from Procore when:

   • A progress claim's status is updated to Revise & Resubmit.
   • The Subcontractor Schedule of Values status on a downstream progress claim is updated to Revise & Resubmit.
   • A user with 'Admin' level permissions on the project's Commitments tool does the following:
     • Clicks the Create & Email or Save & Email button on the General tab of a purchase order or subcontract. 
     • Sends an 'Invite to Bill' to the progress claim contact. 
       Note: Procore does NOT send email notifications to progress claim contacts when:
       • A progress claim administrator creates or updates a Subcontractor Schedule of Values on a downstream progress claim on behalf of a progress claim contact.
       • A progress claim administrator changes the status of a Subcontractor Schedule of Values on a downstream progress claim Approved, Draft or Under Review.

   When does Procore send email notifications to members of a progress claim's distribution list? Members added to a progress claim's distribution list receive an email notification on a downstream progress claim when:

   • A progress claim contact submits a Subcontractor Schedule of Values.
   • A progress claim contact edits and re-submits a Subcontractor Schedule of Values. 
   • A progress claim administrator changes the status of the Subcontractor Schedule of Values from any status to 'Under Review.'

Next Steps

• Create Automatic Billing Periods or Create Manual 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