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Procore Support (en-au)

Compile Progress Claim Backups

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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.
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  • 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.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Under the Subcontractor tab, place checkmarks in the boxes that correspond to the progress claims that you want to compile the backup for.
  3. 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.

    compile-invoice-backups.png
  4. You will see a message at the top of the page alerting you if the compilation has been successful.
    compile-invoice-backups-successful.png