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Approve Owner Progress Claims (Beta)

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 In Beta
This page details the modernised owner progress claim experience.
 In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Company level Workflows Tool Beta Program. The content on this page is for informational purposes only and all information and content on this page is subject to change without any prior notice. To learn more, see About the Workflows Beta Program.

Objective 

To approve an owner progress claim in the Project level Invoicing tool with and without the Workflows tool. 

Background 

The steps you use to approve an owner progress claim depend on whether your team has enabled the Workflows tool and configured a custom Owner Progress Claim workflow.  

Examples

When the Workflows Tool is Disabled

If Workflows is disabled, a user can simply change the progress claim status to 'Approved'. 

When the Workflows Tool is Enabled

If enabled, you can click the Start Workflow button to route the owner progress claim through your custom approval workflow. 

Things to Consider 

  • Required User Permissions:
    • To approve an owner progress claim without an Owner Progress Claim workflow: 'Admin' level permissions on the project's Head Contracts tool. 
    • To approve an owner progress claim with an Owner Progress Claim Workflow: You must be the assigned Workflow Approver on the response step of the custom workflow. 
  • Additional Information:
    • To learn more about the Workflows tool, see Workflows.
    • To learn more about owner progress claims, see Invoicing.

Steps 

The steps you follow depend on whether the Workflows tool is enabled or disabled in your environment. 

WORKFLOWS ENABLED: START THE WORKFLOW & Approve the Progress Claim 

If the Workflows tool is enabled, the Workflow Manager must manually start the workflow and approve the progress claim. 

  1. Navigate to the project's Invoicing tool. 
  2. Click the Owner tab. 
  3. Locate the Draft progress claim to approve and click the Progress Claim # link to open it. 
  4. Click Start Workflow. 

    owner-invoice-start-workflow.png

    This places the progress claim into the Under Review status. The assigned Workflow Approvers must complete the approval steps. See Respond to a Custom Workflow. 

WORKFLOWS DISABLED: Approve the Progress Claim 

If the Workflows tool is disabled, a user with 'Admin' level permissions on the Head Contracts tool can approve the progress claim:

  1. Navigate to the project's Invoicing tool. 
  2. Click the Owner tab.
  3. Locate the progress claim to approve and click its Progress Claim # link to open it. 
  4. In the General Information card, click Edit. 
  5. In the Status drop-down list, change the status to Approved. 

    owner-invoice-change-status-no-workflow.png
     
  6. Click Save. 
    The progress claim is approved.

See Also