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Procore Support (en-au)

Create a Subcontractor Progress Claim

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Who is creating the progress claim? 

In Procore, an progress claim administrator always creates a downstream progress claim. Once created, there are two options for entering and submitting the progress claim in Procore: (1) Invite your downstream collaborator's progress claim contact to submit their own progress claim or (2) Collect the progress claim from your downstream collaborator and then create it in Procore on their behalf. 

Option 1: I want to invite the downstream collaborator to submit their own progress claim in Procore

Progress Claim Administrator:
I want to create a progress claim and send an 'Invite to Bill' to the contact
Progress Claim Contact:
I received an 'Invite to Bill' and want to submit a progress claim

Option 2: I want to create the progress claim in Procore on behalf of our downstream collaborator

Progress Claim Administrator:
I want to create a progress claim on behalf of a progress claim contact