Add Progress Claim Contacts to a Purchase Order or Subcontract

Important

Author note: Log Procore Pay-related page changes in: https://procoretech.atlassian.net/browse/ILR-261

This page is part of the regular Progress Claim Management collection. A sheet was created because it is being used in the Procore Pay Payor Setup Guide's Book Builder Page (ILR-245) sheet. Only Procore Pay-related changes need to be logged.
IMPORTANT Procore Pay-related changes are locale-specific. Instructions for wrapping locale-specific changes is at: https://procoretech.atlassian.net/wi...e+in+MindTouch
The Steps on this page are being used as source content in the Payor: Setup Guide and Payor: Progress Claim Administrator Guide.

Procore Internal ONLY

This page details the modernised experience for the Commitments tool. A tutorial for the legacy experience is here:

https://support.procore.com/products...or-subcontract

For Procore Customers in the United States

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)	Specialty Contractors English (Specialty Contractor Terminology)
Invoicing	Invoicing	Progress Billings
Owner	Funding	Owner
Owner/Client	Owner/Client	GC/Client
Prime Contract Change Order	Funding Change Order	Client Contract Change Order
Prime 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

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.

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.
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 an employee of the company from the drop-down list.
  Tips
  - Don't see the right company in the 'Contact Company' list? The company record must be added to the Project Directory. See Add a Company to the Project Directory.
  - Don't see the desired user in the list? The user must ben an employee of the company record in the Project Directory. See Add a User Account to the Project Directory.
Click Save.
Tips

When does Procore send email notifications to invoice contacts? See Do invoice 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:

The status of the Subcontractor Schedule of Values changes to 'Under Review.' See Review a Subcontractor SOV for a Commitment.

If your team is NOT using a Subcontractor Invoice Workflow, when status of the subcontractor invoice changes to 'Under Review'. Note: If your team is using a Subcontractor Invoice Workflow, the notification is sent to the Workflow Assignee(s).

Next Steps

Manage Billing Periods