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Create a Subcontractor Progress Claim

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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 general 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. 

      General 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)

What is your role in the invoicing process?

When using the Progress Claim Management tools in Procore, only an progress claim administrator or an progress claim contact on a commitment can create a subcontractor progress claim. 

For progress claim Administrators

An progress claim administrator has these options to create progress claims: (1) Send an 'Invite to Bill' to provide progress claim contacts with the ability to submit their own progress claims in Procore or (2) Gather digital or paper progress claims, outside of Procore and create them yourself in Procore. With the first option, you must provide an external collaborator with access permission to the Project level Commitments tool and add that person as progress claim contact on a commitment. With the second option, no external access permissions are required.

Invite to Bill:
I want to send an 'Invite to Bill' to a progress claim contact
Create a New Progress Claim:
I will create one on behalf of a progress claim contact

For progress claim contacts

After an external collaborator is granted progress claim contact permissions, they have these options. If invited to bill, a contact can (1) accept the invite and submit a progress claim before the Open billing period's due date or (2) decline the invite without submitting a progress claim. Progress Claim contacts who don't receive an invite, also have permission to create new progress claims for their commitment for the Open billing period in the Project level Commitments tool. 

Accept the 'Invite to Bill':
I want to submit a progress claim for the Open billing period. 
Decline the 'Invite to Bill':
I do not want to submit a progress claim for the Open billing period. 
Create a New Progress Claim:
I don't have an invite, but I have permission to create one for the Open period.
 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.