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.

     Notes

    • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Head Contracts and/or Commitments tool. 
    • If you are a collaborator (for example, an progress claim contact for a subcontracting company that is performing work for a head contractor managing your contract in Procore), your ability to perform progress claim-related tasks is determined by the project team that controls these settings for your Procore user account: 
      • Your user account's permissions on the project's Commitments and/or Head Contracts tool.
      • Your membership on the 'Private' list of a specific head contract, purchase order, or subcontract.
      • Your designation as an 'Progress Claim Contact' on a head contract, purchase order or commitment.
    • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
• Additional Information:
  • If DocuSign was used and the DocuSign^© workflow is complete, all versions of the PDFs will include the DocuSign^© version.

Prerequisites

• Create an Progress Claim on Behalf of an Progress Claim Contact
  OR
• Submit a New Progress Claim as an Progress Claim Contact

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.
   
4. You will see a message at the top of the page alerting you if the compilation has been successful.
   

See Also

• Submit a New Progress Claim as an Progress Claim Contact
• Create an Progress Claim on Behalf of an Progress Claim Contact