Bulk Edit Subcontractor Progress Claim Status with the Invoicing Tool
Objective
To bulk edit the status of multiple subcontractor progress claims as an progress claim administrator.
Background
Use the steps below to change the status of multiple subcontractor progress claims at once.
Things to Consider
- Required User Permissions
- Additional Information:
- You can edit subcontractor progress claim status in bulk only with the Invoicing tool.
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Mark the checkboxes that correspond to the commitments with progress claims:
Note
To change the status of the selected progress claims in bulk, each commitment that you select must have a progress claim.- To select all progress claims, mark the checkbox that corresponds to the heading in the Status column. This selects all of the commitments in the list.
- To select individual progress claims, mark the checkbox that corresponds to an commitment line item.
- Click Edit.
- Select the appropriate status from the Select a Status drop-down list.
Notes
- To learn more about statuses, see What are the default statuses for Procore progress claims?
- When creating a progress claim (see Create a Subcontractor Progress Claim), change the progress claim's status to 'Under Review' when you are ready to send it to the progress claim administrator. The administrator can then change its status to 'Approved' as needed.
- Users with 'Standard' level permissions can bulk edit progress claims only when the progress claim is in the 'Draft' or 'Revise & Resubmit' status.
- Click Save Edits.
Tip
Why isn't the Save Edits button active? A progress claim doesn't exist for one (1) or more of the selected commitment(s).