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Create a New Progress Claim as a Progress Claim Contact

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Objective

To create a new subcontractor progress claim as an progress claim contact on a commitment using the Commitments tool. 

Background

As an progress claim contact, you may receive an 'Invite to Bill' to remind you to submit a progress claim. The subject line of the email message reads "Project Name: User Name has invited you to bill." If your 'Invite to Bill' is lost or missing (or if you are unsure whether a progress claim administrator sent one), progress claim contacts can always create a new progress claim for a commitment.

 Important
  • As a progress claim contact, always confirm the appropriate steps to use with the party that contracted your services before submitting your progress claim in Procore. 
  • Progress Claim administrators do NOT always choose to add progress claim contacts on a project's commitments. Some progress claim administrators prefer to gather digital or paper progress claims (outside of Procore). Once collected, they create progress claims in Procore on the contact's behalf. See Create a Subcontractor Progress Claim on Behalf of a Progress Claim Contact.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • You must submit your progress claim before the 'Due Date' on the progress claim. 

Steps

Step 1: Create a New Progress Claim in Procore

  1. Navigate to the project's Commitments tool. 
  2. Under the Contracts tab, locate the contract in the table. Then, click the Number link to open it.  


     
  3. Click the Create Progress Claim button. 
    This opens the 'Create New Progress Claim' page. 

Step 2: Enter a Progress Claim Number

  1. In the 'New Progress Claim for' page under 'General Information,' do the following:
    • Enter the downstream collaborator's progress claim number in the Progress Claim # box.
       Note

      Important things to note about the Progress Claim # field:

      • An Progress Claim # is NOT required to save a progress claim. You can leave this field blank.
      • An Progress Claim # is a free-form entry field that lets progress claim contacts enter a reference number that corresponds with their own progress claim numbering system.
      • A duplicate Progress Claim # on a commitment is NOT permitted. On one commitment, every progress claim must have a unique Progress Claim #. 
      • An Progress Claim # does NOT automatically populate on owner progress claims. See How does Procore automatically complete amounts on an upstream progress claim?
    • Verify the information in the following fields. Procore automatically completes the following dates for you.
       Note

      The billing period dates on a progress claim are set by the progress claim administrator. These fields are required.

      • Billing Date
        Indicates the due date for the billing period. 
      • Period Start
        Indicates the start date for the billing period. 
      • Period End
        Indicates the end date for the billing period. 
  2. Continue with the next step. 

Step 3: Update the Schedule of Values

  1. In the Schedule of Values section, click one (1) or both of the BLUE arrows next to 'Commitment Line Items' or 'Variations'. This expands the selected row in the table.
     Notes
    • The 'Variations' section is only visible and available when the company's Procore Administrator has enabled the two (2) or three (3) tier variation configuration on the commitment. See Configure the Number of Commitment Variation Tiers.
    • After expanding a line in the 'Variations' section, click the commitment variation line(s) and potential variation line(s) in order to expand them until you reach the data entry line items. 
  2. Determine which accounting method was set for the contract. This determines which data entry form you use to update the Schedule of Values:

Amount Based Accounting Method

Use this method to progress claim lump-sum amounts for the progress claim line items on the Schedule of Values (SOV). Procore automatically calculates and adjusts the other entries on the line item for you. If you want to release retention, enter a dollar amount as needed. Depending on your specific commitment, you may also have the option to bill for stored materials (pictured below). For details about the additional columns that appear when billing for stored materials, see How do I bill for stored materials in a subcontractor progress claim? 

Click here for more detailed information about the Amount Based accounting method.  

The amount-based accounting method requires data entry of lump sum amounts for each line item on the Schedule of Values. Note that Procore uses your entries to automatically calculate and update values in other columns. 

  1. Review each line item on the Schedule of Values: 
    • Item Number. Shows the line item number. 
    • Budget Code. Shows the budget code assigned to the line item.
    • Description of Work. Shows the description for the line item. 
    • Programd Value. Shows the programd value for the line item on the commitment contract. This is the line item's contract value. 
    • Work Completed from Previous Application (%). If previous progress claims were created for this commitment, this cell shows a percentage value that represents the work completed during previous billing periods. 
  2. Enter your bill for work completed during the current billing period: 
    • Work Completed this Period. Enter an amount for the current billing period.
      Example
      If you completed half of the work for the line item, enter the amount in the Work Completed This Period column. For example, enter $250.00. Procore automatically calculates and updates these columns for the line item:
      • Total Completed & Stored to Date ($). If the line item has a programd value of $500.00, Procore adds $250.00, which is 50%. This represents the amount of the total work for the line item on this progress claim plus any amount(s) from past billing periods. 
      • Total Completed & Stored to Date (%). If the line item has a programd value of $500.00, Procore changes the column value to 50%, which corresponds to your entry of $250.00. This represents the amount of the total work for the line item on this progress claim plus any amount(s) from past billing periods. 
  3. If you received materials this billing period and are storing them on the worksite (or in a storage facility), you have this option:
    • Conditional: New Materials Stored. Enter the amount of any new materials being stored for the current billing period. Your entry should exclude any costs entered in the 'Work Completed this Period' column. 
       Note
      If the progress claim administrator turned ON the 'Enable Billing Separately for Stored Materials' setting for the commitment, enter a dollar amount for materials for this billing period. Your entry automatically calculates the values in these columns: 'Total Completed & Stored to Date ($) %' and 'Total Completed & Stored to Date (%).'
    • Previous Materials Stored. If this is the first progress claim, this value is $0.00.
       Note
      If there are previous progress claims, this value shows the cumulative amounts entered in 'New Materials Stored' on those progress claims. For details, see How do I bill for stored materials in a subcontractor progress claim? A progress claim contact cannot modify this setting.
    • Materials Presently Stored. Shows the amount of the materials being stored during the current billing period. 
    • Total Completed & Stored to Date ($). Shows the amount of the work completed and materials stored on the worksite for the current progress claim and on progress claim(s) for past billing period(s).  
  4. If you are submitting a progress claim requesting to release a retention amount: 
    • Total Retention Released. Enter the amount of retention that you are requesting to be released this billing period.
       Note
      Note that you can request the amount to be released, but you are not permitted to change the retention rate. 
    • Total Retention. Shows the cumulative amount of retention released for the line item. 
  5. Continue the steps above for each line item. 

Unit-Based Accounting Method

Use this method when invoicing for materials you've ordered in quantity. With this method, you either enter a percentage value 'Total Progress' column or a monetary value in the 'Work Progress' column. Procore automatically calculates and adjusts the other entries on the line item for you. If you want to release retention, you can enter a dollar amount in the 'Retention Released' column needed. 

Click here for more detailed information about the Unit-Based accounting method.  

The Unit-Based accounting method requires you to enter a quantity and unit price for each line item on the SOV. With this method, Procore automatically calculates line item totals for you. 

 Note
An asterisk (*) in the list below indicates that you can edit the value of the SOV line item on your progress claim. 
  • Quantity
    Shows the total number of units for the line item. 
  • Unit Price
    Shows the expense incurred for each unit for the line item. 
  • Value
    Shows the total dollar amount of the line item. This is the sum of the Unit Price + Quantity values. 
  • Previous Quantity
    Shows the total number of units progress claimd in previous billing periods. 
  • Previous Value
    Shows the total dollar amount progress claimd in previous billing periods.
  • Total Progress %.*
    Enter a percentage amount that reflects your total progress. Your entry must reflect the cumulative progress of any previous billing periods and the current billing period. 
  • New Quantity.*
    Enter a new quantity to reflect the quantity being billed this period on the new progress claim. 
  • New Value.*
    Enter a new value to reflect the value of the line item being billed this period on the new progress claim. 
  • Retention Released.*
    Enter a dollar amount of retention to be released this billing period. 
  • Total Retention
    Shows the total dollar amount of retention to be released for the line item. 

 

Step 4: Add Attachments

If you have any files to add as an attachment to the progress claim, you can add them now. For example, you might be required to add a lien waiver or a signed PDF copy of the progress claim. 

  1. Scroll to the Attachments section.
  2. Click Attach Files or use a drag-and-drop operation to move the files from your computer or network to the GREY area of the page. 
    attachments-attach-files.png
  3. Upload any files that may be required from your computer.
     Notes
    • Collaborators and users with 'Standard' level permissions on the project's Commitments tool can use the Attach Files option after a progress claim is 'Approved'.
  4. Continue with the next step.

Step 5: Save as Draft or Send for Review

If you are ready to submit the progress claim for review, you may do so now. If you want to submit the progress claim at a later time, you have the option to save the progress claim. Choose one (1) of these options:
save-as-draft-or-send-buttons.png

  • If you are NOT ready to send the progress claim, click Save as Draft. This sets the progress claim's status to Draft. 
     Tip
    If you want to email a copy of your progress claim to others before submitting it for review, Procore recommends following the steps in Export a Subcontractor Progress Claim. You can then add your progress claim as an attachment to a message using your company's email system. 
    OR
  • If you are ready to send the progress claim, click Send. This automatically sets the progress claim's status to Under Review.
     Important