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Compile Subcontractor Progress Claim Backups 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 head 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. 

      Head 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 compile a subcontractor progress claim backup as an progress claim administrator. 

Background

An progress claim backup generates a PDF copy of a contract's subcontractor progress claims and includes them in the backup file as PDF attachments. Users can compile backups in bulk, saving time and eliminating the need to export multiple progress claims and manually combine files. Backups can only be compiled from the Subcontractor tab of the Invoicing tool. 

Things to Consider

  • Required User Permissions
    • With the Procore + DocuSign© integration, Procore includes the signed DocuSign© progress claim once the signature workflow is complete.

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab. 
  3. Mark the checkboxes for the contracts for which you want to compile progress claim backup.
     Note
    For a successful compile, place all of the contract's previously progress claimd billing periods into the Closed status. See Edit Billing Periods. Never delete billing period if its linked to a progress claim.
  4. Click Compile Progress Claim Backups.
    compile-invoice-backups.png
Example

This is an example of the email with the downloadable file link. For ease of identification, Proocore names the file: Subcontractor progress claim backup - [project name] - [project number] - [date] - [time].pdf

sub-invoice-backup-notification.png

When compiling the PDF to include in a backup, Procore organises progress claims by 'Contract #' in ascending order and applies the 'Invoice Position' number as the secondary sort order. This ensures progress claims are clearly presented in logical order in the backup file.