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Create a Subcontractor Progress Claim on Behalf of a Progress Claim Contact

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 Phased Release: New Admin & Collaborator Views for Subcontractor Progress Claims
On March 23, 2022, the modernised subcontractor progress claim experience was turned ON in all Procore project's using Procore's Progress Claim Management tools. To give you time to preview the design changes, Procore is providing users with the option to switch between the modernised and legacy experience until September 2023. After September 2023, the ability to exit out of the new experience will be removed and the legacy experience will no longer be available in Procore. To learn more, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.
 Note
If you have the legacy version of subcontractor progress claims, follow the steps in Create a Progress Claim on Behalf of a Progress Claim Contact instead of the ones below.

Objective

To create a downstream progress claim as an progress claim administrator on behalf of an progress claim contact. 

Background

In Procore, there are two (2) ways for a progress claim administrator to create a downstream progress claim for a commitment contract.

  • Create a Progress Claim on Behalf of a Progress Claim Contact
    When you do NOT want to grant your collaborator's progress claim contact(s) access permissions to create their own progress claims in Procore, use the steps below. With this method, you will enter the downstream progress claim data into Procore on behalf of your collaborators. In this context, a collaborator is the person or business that you contracted to perform work on your project. 
  • Send an 'Invite to Bill' to a Progress Claim Contact
    When you want to invite your collaborator's progress claim contacts to submit their own progress claim in Procore, follow the steps in Send an 'Invite to Bill' to a Progress Claim Contact instead of the steps below. If you are the recipient of an 'Invite to Bill,' you can then follow the steps in Submit a New Progress Claim as a Progress Claim Contact. 
Examples

In Procore, downstream progress claims that bill against your project's commitment contracts. Below are some examples of downstream progress claim relationships:

  • If your project is using Procore's default dictionary for head contractors, you would create a downstream progress claim in Procore on behalf of the subcontractor who performed work for your project. In Procore, this is called a subcontractor progress claim. 
  • If your project is using Procore's Owners dictionary, you would create a downstream progress claim in Procore on behalf of the head contractor who performed work for your project. In Procore, this is called a contractor progress claim. 
  • If your project is using Procore's Speciality Contractors dictionary, you would create a downstream progress claim in Procore on behalf of a subcontractor who performed work for your project. In Procore, this is called a subcontractor progress claim. 

To learn about the available dictionaries in Procore, see What dictionaries and languages are available in the Procore web application?

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool. 
       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.
  • Additional Information:
    • You can create progress claims for all commitment contracts.  
    • If you are the progress claim contact for the 'Contract Company' on a commitment contract, you have these options for submitting a progress claim:
    • If there are multiple progress claims for a single billing period, you can only edit the billed amounts on the most recently created progress claim.
    • If you are a progress claim administrator and want to edit the 'Schedule of Values' card later, the progress claim must be in the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore progress claims? 
       Note
      flag-australia.png This feature was designed for Procore customers in Australia and New Zealand who have a legal requirement to provide claimants with a payment program. However, this feature is available for use by all Procore customers using the Project level Commitments, Invoicing, & Progress Billings tools.

Prerequisites

Steps

  1. Open the New Progress Claim Page
  2. Update the General Information Card
  3. Update the Schedule of Values Card
  4. Set and Release Retention on SOV Line Items
  5. Add Attachments
  6. Save the Progress Claim
  7. Optional: Send a Progress Claim with DocuSign© 

Open the New Progress Claim Page

New progress claims are always created in the project's Commitments tool. The first step is to open the 'New Progress Claim' page as follows:

  1. Navigate to the project's Commitments tool.
  2. In the Contracts table, locate the commitment that you want to create the progress claim for. 
  3. Click the Number link to open the commitment.
    subcontract-number-link-status.png
     Tip

    Want to collect signatures using the Procore + DocuSign© integration? To do this, click Edit Contract button. Next, place a mark in the Sign with DocuSign© checkbox on the 'General Information' card in the commitment contract. If you add a mark, click Save now. Otherwise, click Cancel. Important things to note:

  4. In the contract, click the Create button. Then choose the Create Progress Claim option from the drop-down menu. 
     Notes

    subcontract-create-button-create-invoice.png
  5. Continue with the next step. 

Update the General Information Card

The next step is to update the 'General Information' card as follows:

  1. In the new progress claim, add and/or verify the data in the General Information card:
     Tip
    Need to edit an existing progress claim? If you are editing an existing progress claim, you can click the Edit button that appears in the top-right corner of the General Information card. This button only appears on the card after the new progress claim is saved.
    new-sub-invoice-general-information-card.png
    • Contract Company
      Shows the name of the company that completed the contracted work associated with this progress claim. This company is assigned to the commitment contract during creation. See Create a Commitment. 
    • Status
      Select a status for the progress claim from the drop-down list. On a new progress claim, Procore's default status is Draft. 
       Notes
      • To learn about statuses, see What are the default statuses for Procore progress claims?
      • If a progress claim is ready to be reviewed by a progress claim administrator, remember to change its status to Under Review.
      • After the progress claim administrator reviews a progress claim, its status can be change to Approved or Revise and Resubmit as needed.
      • Users with 'Standard' permission on the Commitments tool can only edit progress claims in the Draft or Revise and Resubmit status. 
    • Optional: Progress Claim #
      Enter the downstream collaborator's progress claim number in the Progress Claim # box.
       Note
      • Progress Claim # is NOT a required field, you can leave this field blank.
      • Typically, Procore users use this freeform field to enter a reference number corresponding to the downstream collaborator's progress claim number. If you enter an 'Invoice #', it must be unique from all other progress claims created for the corresponding commitment contract. If you attempt to enter a duplicate number, a RED warning banner appears across the top of the page to remind you to enter a unique number. 
      • Procore does NOT automatically complete the 'Invoice #' entered here on associated upstream progress claims. To which fields are automatically completed, see How does Procore automatically complete amounts on an upstream progress claim?
    • Billing Period
      Select the date range for the billing period. Procore automatically selects the current billing period by default. 
       Notes
      • Progress Claim administrators are responsible for creating billing periods. For instructions, see Create Automatic Billing Periods or Create Manual Billing Periods.
      • Users with 'Admin' level permissions on the Commitments tool can select any billing period from the drop-down list.
      • Users with 'Standard' level permissions on the Commitments tool can only select a billing period that does NOT have a progress claim associated with it. 
    • Billing Date
      Procore automatically selects the default date defined in the current billing period. This is a required field. 
    • Period Start
      Procore automatically selects the default start date defined in the current billing period. This is a required field. 
    • Period End
      Procore automatically selects the default start date defined in the current billing period. This is a required field. 
       Note
      The 'Billing Period' date in Procore is intended to align with the work being performed on a project so project managers can track and report the affect of progress claims on the project's budget. However, if your accounting team defines billing periods differently, it is recommended that you keep the 'Billing Period' entry and then manually enter your unique accounting dates in the 'Billing Date,' 'Period Start,' and 'Period End' fields. 
    • Optional: Payment Date
      Enter the date the payment should be made to the 'Contract Company'. 
    • Optional: Submitted Date
      Enter the date the payment should be submitted to the 'Contract Company'.
  2. Continue with the next step. 
     Tip
    Want to save your progress claim now? If you want to click the Save button on the progress claim, you may do so now. Procore will create the new progress claim and you must click the Edit buttons on each card in the progress claim to proceed with the data entry. The instructions in this tutorial assume that you will proceed with the creation process before clicking Save. 

Update the Schedule of Values Card

The next step is to update the 'Schedule of Values' card. The available data entry fields depend upon the contract's accounting method setting: the Unit/Quantity Based method or the Amount Based method.

 Tip
How do I set the accounting method on a contract? To learn how, see How do I set the accounting method for a contract or funding?

For Commitments Using the Unit/Quantity Based Accounting Method

Follow these steps when the line item data is using the 'Unit/Quantity Based' accounting method. 

 Important
  • These instructions describe how to update the SOV line items and assume you are using Procore's default column layout. Because you can personalise your column layout, it is important to note the column layout in your environment may be different.
  • To reset a personalise column layout to Procore's default setting at any time, click the vertical ellipsis in any column header and choose Reset Columns from the Overflow menu. 
  • If you are a progress claim administrator and want to edit the 'Schedule of Values' card later, the progress claim must be in the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore progress claims? 
  1. Scroll down to the 'Schedule of Values' section of the new progress claim. 
  2. Click a line item in the 'Schedule of Values' section to select it. 
  3. Review and complete the fields in the following columns for each line item(s) that will be paid for by the progress claim:
    • Total Progress %: Enter a percentage amount to represent the total work progress to date. For example, if this is your first progress claim and 50% of the work has been installed, enter 50% in this field. This automatically updates the quantity and dollar values in these columns: 'New Quantity', 'Total Completed & Stored To Date' and 'Balance to Finish.'
    • New Quantity: If you would prefer, you can also enter a dollar amount to represent the dollar value of the work progress to date. For example, if you didn't enter 50% in the 'Total Progress %' column, you may want to enter $500.00 in this field to indicate that half the total 'Quantity' from the contract has been installed This automatically updates the percentage amount in the 'Total Progress %' field.  
      Example

      The illustration below shows you how Procore automatically updates column values on a line item when you enter a percentage amount in the 'Total Progress %' column. If you prefer to enter a quantity amount in the 'New Quantity' column, your entry automatically updates the percentage value in the 'Total Progress %' column. Whichever method you choose for your data entry, Procore also automatically calculates the values in the 'Total Completed & Stored to Date' and 'Balance to Finish' columns. 

      sov-unit-quantity-line-item-entry.png

For Commitments Using the Amount Based Accounting Method

Follow these steps when the line item data is using the 'Amount Based' accounting method.

 Important
  • These instructions describe how to update the SOV line items and assume you are using Procore's default column layout. Because you can personalise your column layout, it is important to note the column layout in your environment may be different.
  • To reset a personalise column layout to Procore's default setting at any time, click the vertical ellipsis in any column header and choose Reset Columns from the Overflow menu.
  • If you are a progress claim administrator and want to edit the 'Schedule of Values' card later, the progress claim must be in the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore progress claims? 
  1. Scroll down to the 'Schedule of Values' section of the new progress claim. 
  2. Click a line item in the 'Schedule of Values' section to select it. 
  3. Review the data for each line item(s) on the progress claim's Schedule of Values: 
    • Item Number. Shows the line item number on the progress claim's Schedule of Values. 
    • Budget Code. Shows the budget code assigned to the progress claim's line item on the Schedule of Values.
    • Description of Work. Shows the description entered on the commitment contract the progress claim line item. 
    • Programd Value. Shows the programd value of the line item on the commitment contract. This is the contracted value of the line item. 
    • Work Completed from Previous Application (%). If previous progress claims have been created for the commitment contract, this cell shows a percentage value that represents the work completed during previous billing periods for the commitment contract. 
  4. If you will be submitting a progress claim for work completed during the current billing period, you have these options: 
    • Optional: Total Completed & Stored to Date (%). Enter the percentage of work completed and materials stored to date. For example, if this is the first progress claim for a commitment contract and you completed half of the work for the line item during this billing period, you can enter 50% here. If this is not the first progress claim for the commitment, you might prefer to add your data entry in the 'Work Completed this Period' column (detailed below) instead. 
       Note
      If you have previously created progress claims for this commitment contract, its important to remember that the value entered here represents the total work completed and the total materials stored to date. An entry in 'Total Completed & Stored to Date (%)' column represents all work and stored materials for both the current billing period for this progress claim and any progress claim(s) for past billing periods. 
      If you enter a value here, Procore automatically calculates the line item data as follows:
      • The currency amount in the 'Work Completed this Period' column. If the line item has a programd value of $500.00, Procore enters $250.00, which is 50% of the work. 
      • The currency 'Total Completed & Stored to Date ($)' column. Procore adds $250.00 to this column. This column also shows the cumulative value from previous progress claims. 
      • The amount in the 'Balance to Finish' column. This subtracts your current entry from the 'Scheduled Value' column, to show the work remaining on the commitment contract. 
      • The amount in 'Work Retention this Period ($)' column. This calculation is based on the amount entered and the entry in the 'Work Retention this Period (%) column on the line item. 
        OR
    • Optional: Work Completed this Period. Enter an amount to represent the work completed for the current billing period. For example, if you completed half of the work for the line item, you could enter the currency amount here (instead of a percentage value in 'Total Completed & Stored to Date (%)' column. For example, you could enter $250.00 in the column (instead of 50% in the 'Total Completed & Stored to Date (%)' column). If you enter a value here, Procore automatically calculates the line item data as follows:
      • The percentage amount in the 'Total Completed & Stored to Date (%)' column. If the line item has a programd value of $500.00, Procore add $250.00, which is 50% of the work to the value. Remember that the value in this column represents the total work on the current progress claim and any progress claim(s) from past billing periods. 
      • The currency 'Total Completed & Stored to Date ($)' column. Procore adds $250.00 to this column. This column also shows the cumulative value from previous progress claims. 
      • The amount in the 'Balance to Finish' column. This subtracts your current entry from the 'Scheduled Value' column, to show the work remaining on the commitment contract. 
      • The amount in 'Work Retention this Period ($)' column. This calculation is based on the amount entered and the entry in the 'Work Retention this Period (%) column on the line item. 
  5. If you will be submitting a progress claim to bill for new materials received and being stored during this billing period, enter the following:
     Note

    New to billing for stored materials in Procore? To learn more about billing for materials stored in a downstream progress claim, see How do I bill for stored materials in a subcontractor progress claim?

    • New Materials Stored. Enter a currency amount of any new materials being stored on the worksite (or in a storage facility) for the current billing period. The amount you enter her should exclude the costs entered in the 'Work Completed this Period' column.
    • Previous Materials Stored. Enter a currency amount for the materials that were recorded as being stored on the previous progress claim. 
    • Materials Presently Stored. Shows the currency amount of the materials being stored during the current billing period. 
    • Total Completed & Stored to Date ($). Shows the currency 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).  
  6. Balance to Finish: Shows the remaining currency amount for the line item. This represents the work that has not yet been completed. 
  7. Optional: If you want to set or release retention on the SOV line items, continue with the next step. 

Set and Release Retention on SOV Line Items

If you want to set and release retention on the line items in the SOV, follow these steps:

  1. Choose from these options to select the line items:
    • To select all of the line items in the SOV, click the checkbox in the 'Item Number' header of the data table. 
      OR
    • To select individual line items, mark the checkbox(es) in the 'Item Number' column for the desired line item(s). 
  2. In the Schedule of Values, click the Edit button. 
  3. Optional: If you are a progress claim administrator who wants to set the retention for the progress claim, do the following: 
    • Mark one or more Item Number check boxes. Then click the pencil icon above the data table in the Schedule of Values. 
      This opens the Edit pane on the right side of the page. 
    • Enter the retention values to apply to the selected line item(s):
      • Work Retention This Period (%). Enter a percentage amount to indicate the percentage of work retention to be released this billing period. 
      • Retention Released. Enter a percentage amount to indicate the percentage of retention released.
      • Materials Retention (%). Enter a percentage amount to indicate the percentage of work retention to be released this billing period. 
    • Click Apply. 
  4. Choose from these options for entering work retention:
    • Work Retention This Period ($). Shows the currency amount for the work retention this period. The value that appears here is based on your entry in the 'Work Completed this Period' column. An entry in this cell lets Procore automatically calculate the percentage value in the 'Work Retention This Period (%)' column. 
      OR
    • Work Retention This Period (%). Enter a percentage amount for the work retention that you are requesting to be released this period. An entry in this cell lets Procore automatically calculate the currency value in the 'Work Retention This Period ($)' column. 
  5. In the Total Retention Released column, enter the total amount of work retention being requested for release on the line item. 
  6. Choose from these options for entering materials retention: 
    • Materials Retention ($). Enter a currency amount for the material retention that you are requesting to be released this period. The value that appears here is based on your entries in the New Materials Stored and Previous Materials Stored columns. An entry in this cell lets Procore automatically calculate the percentage value in the 'Materials Retention This Period (%)' column. 
      OR
    • Materials Retention (%). Enter a percentage amount for the material retention that you are requesting to be released this period. The value that appears here is based on your entries in the New Materials Stored and Previous Materials Stored columns. An entry in this cell lets Procore automatically calculate the percentage value in the 'Materials Retention This Period (%)' column. 
  7. In the Total Retention column, Procore calculates the sum of the 'Work Retention This Period ($)' amount plus the 'Materials Retention ($)' amount to represent the total retention amount on the progress claim. 

Add Attachments

  1. Scroll to the 'Attachments' section. 
  2. Choose from these options:

    admin-view-attachments-section.png
    • Click the Attach Files button. This opens the Attach Files dialogue box, where you can upload files from your computer. Click the Attach button when finished. 
      OR
    • Use a drag-and-drop operation to move the files from your computer or network into the 'Attachments area'. 

Save the Progress Claim

Click the Save button at the bottom of the 'New Progress Claim' page. 

save-button-admin-invoice.png

Send a Progress Claim with DocuSign©

Optional: If your project team wants to collect signatures on your progress claims using the Procore + DocuSign© integration, click the Send with DocuSign© button at the top of the page. To use this button, the DocuSign© integration must be enabled on the project (see How do I enable the DocuSign® Integration?) and the progress claim must be in the Approved, Approved as Noted or Pending Approval status. To learn more about the DocuSign© integration and preparing envelopes for signature, see DocuSign®.

send-to-docusign.png