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Bulk Edit Subcontractor Progress Claim Status with the Invoicing Tool

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 For Procore Customers in the United States

flag-us.png  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)

      Subcontractors

      English (Speciality Contractor Terminology)
      Progress Claiming Progress Claiming Progress Billings
      Owner-developer Funding Owner-developer
      Owner/Client Owner/Client HC/Client
      Head Contract Variation Funding Variation Client Contract Variation
      Head 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 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.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. 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. 
  4. Click Edit.
  5. Select the appropriate status from the Select a Status drop-down list.
    bulk-edit-sub-invoice-status.png 
     Notes
  6. Click Save Edits.
    save-edits-sub-invoice.png 
     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).