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Procore Support (en-au)

Create a Payment Program

 Limited Release

These steps below describe how to create a payment program using the modernised experience for the Commitments tool (see Project Financials: Modernised Experience for the Commitments Tool) and the modernised experience for subcontractor progress claims (see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing). 

If you are using the legacy experience for the Commitments tool, see Create a Payment Program

 Note

flag-australia.png The Payment Program feature is designed for Procore users in Australia and New Zealand to satisfy the legal requirement to provide claimants with a payment program. However, this feature is available for use by all Progress Claim Management users. 

Objective

Background

Construction businesses operating in Australia and New Zealand are creating payment programs to facilitate the progress claim approval process, as well as claims of work performed by downstream collaborators. In a typical payment program workflow, downstream collaborators submit progress claims for work performed. The upstream collaborator reviews the progress claim and approves the amounts on the claim. A payment program is then created for the progress claim to show the following information:

  • Claimed amounts
  • All 'Approved' amounts
  • Reasons for 'Rejected' amounts

Things to Consider

 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.

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. In the table, choose one of these options:
    • Locate the progress claim that you want to create the payment program for. Next, click its Progress Claim # link to open it. 
      OR
    • Locate the commitment associated with the progress claim that you want to create the payment program for. Then, click its Contract link to open the commitment. In the commitment, click the Progress Claims tab. Locate the latest progress claim in the Progress Claims (Commitment progress claims) table. The click the Progress Claim Position or Progress Claim # link to open it.
       Tip
      How do I find the latest progress claim? Review the values in the Progress Claim Position column. Each progress claim is assigned a number, in the order progress claims are created. This column sorts progress claims from newest to oldest by default. To change the sort order, click the Overflow menu in the column heading and choose one (1) of the Sort By This Column options. 
  4. Click the Export button and choose the PDF option.
    Example

    The illustration below shows you an example of a payment program. 

    payment-schedule-doc-summary.png

    payment-schedule-doc-detail.png