Compile Progress Claim Backups
Objective
To compile a backup of default progress claim PDF and all of its PDF attachments for one or multiple progress claims.
Background
An progress claim backup lets you generate a single PDF that contains a PDF copy of each individual progress claim that you select. This feature saves valuable time so you don't have to manually export multiple progress claims or compile those downloads into a single PDF. Instead, Procore does this work for you.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
- Additional Information:
- To successfully Compile Progress Claim Backups, the billing period(s) that correspond to the selected progress claim(s) must exist. To learn more, see Create Automatic Billing Periods and Create Manual Billing Periods.
- If you are using the Procore + DocuSign© integration and the signature workflow is complete, all versions of the PDFs will include the DocuSign© version.
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Under the Subcontractor tab, place checkmarks in the boxes that correspond to the progress claims that you want to compile the backup for.
- Click Compile Progress Claim Backups.
Important
To successfully compile a backup, Procore requires the billing period(s) corresponding to the progress claims you selected must exist. To learn more, see Create Automatic Billing Periods and Create Manual Billing Periods.
- You will see a message at the top of the page alerting you if the compilation has been successful.