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

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For Procore Customers in the United States

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 head 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.

Head 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)

Objective

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

Background

If your company or project doesn't want to grant external collaborators access permission to your Procore project so they can submit their own progress claims, your team can collect the digital or paper progress claims from your progress claim contacts outside of Procore. Once collected, progress claim administrators can create them in Procore on each progress claim contact's behalf.

Things to Consider

Required User Permissions
Additional Information:
- A progress claim administrator can:
  - Create progress claims for all of a project's commitments.
  - Edit amounts on a Schedule of Values when the progress claim is in the Draft or Revise & Resubmit status. When multiple progress claims exist for one commitment during one billing period, you can only amounts on the latest progress claim.
  - For users legally required to provide claimants with a payment program, see Export a Payment Program.
  - Revise the 'Payment Due Date' on the progress claim for Early Pay Programs.

Prerequisites

To perform the Steps in this tutorial, the progress claim's commitment must have:

A subcontracting company assigned as the 'Contract Company'. See Create a Commitment.
An employee of the 'Contract Company' assigned as the 'Invoice Contact'. See Add Progress Claim Contacts to a Purchase Order or Subcontract.
A status of Approved or Complete. See What are the default commitment statuses in Procore?
All line items on the Subcontractor Schedule of Values must be in the Approved status. See Review a Subcontractor Progress Claim as a Progress Claim Administrator. To learn how to enable the optional Subcontractor SOV tab, see Add a Subcontractor SOV to a Commitment.

In addition, a progress claim administrator must create a billing period for the progress claim. See Manage Billing Periods.

Steps

Open the New Progress Claim Page
Update the General Information Card
Update the Schedule of Values Card
Update the Payment Details Card
Add Attachments
Save the Progress Claim
Optional: Send a Progress Claim with DocuSign^©

Open the New Progress Claim Page

Users always create progress claims in the project's Commitments tool.

Navigate to the project's Commitments tool.
Find the commitment to create a progress claim for in the 'Contracts' tab.
Click the Number link to open it.
At the top of the commitment, click Create and choose Create Progress Claim from the menu.

Tip
Is the 'Create Progress Claim' option inactive? To learn why, hover your mouse cursor over the tooltip. This option only activates when Prerequisites are met.

This opens the 'New Progress Claim for [Contract Number]' page so you can update the General Information card.

Update the General Information Card

In the New Progress Claim page, update the General Information card. Once updated, continue by updating the Schedule of Values.

Note

The element circled in ORANGE is only available with Procore Pay.

Learn how to update the General Information card as a progress claim administrator: Show/Hide

General Information Card

This table details the elements in the 'General Information' card. An progress claim administrator can update this information when creating or editing a progress claim of behalf of an progress claim contact.

Element	Field Type	Description	Learn More
Contract Company	Read Only	Shows the name of the subcontracting company designated as the 'Contract Company' on the commitment.	To change the company name that appears: Assign a different company to the commitment. See Create a Commitment. OR Change the company name by editing the company's record in the Project Directory or Company Directory.
Status*	Drop-down list	Accept the default status (Draft) or select a different status from the drop-down list. When a progress claim is ready for review, remember to change its status to Under Review. Once reviewed, remember to change its status to Approved or Revise and Resubmit.	What are the default statuses for Procore progress claims?
Progress Claim #	Alphanumeric text	Procore automatically assigns progress claim numbers in sequence using its default numbering system or the custom numbering system defined for your project's progress claims.	Read Can I customise the numbering system for financial objects in Procore? before changing this number.
Billing Period*	Drop-down list	Accept the billing period that appears by default or select any billing period from the drop-down list. Note: Progress Claim contacts and users with 'Standard' level permissions on the Commitments tool can only select a billing period when a progress claim is NOT already associated with it.	Only progress claim administrators can Create Billing Periods.
Billing Date*	Calendar control	Shows the billing date for the selected billing period. You can change the date for this progress claim with the calendar control.	Only progress claim administrators can Create Billing Periods.
Period Start*	Calendar control	Shows the start date for the selected billing period. You can change the date for this progress claim with the calendar control.	Only progress claim administrators can Create Billing Periods.
Period End*	Calendar control	Shows the end date for the selected billing period. You can change the date for this progress claim with the calendar control. Note: To help project managers track how progress claims impact a project's budget, the 'Billing Period' date on a progress claim aligns with the work performed on a project.	Only progress claim administrators can Create Billing Periods.
Billing Type: Progress Billing	Option button	Requires Procore Pay If the subcontractor is submitting progress billings for an ongoing project, choose this option.	When your company has Procore Pay, this setting works with the Invoicing Settings for Progress Conditional and Progress Unconditional lien waivers. See Enable Lien Waivers & Set Default Templates on Projects.
Billing Type: Final Billing	Option button	Requires Procore Pay If the subcontractor is submitting a one-time progress claim or if this is the final progress claim for an ongoing project, choose this option.	When your company has Procore Pay, this setting works with the Invoicing Settings for Final Conditional and Final Unconditional lien waivers. See Enable Lien Waivers & Set Default Templates on Projects.
Submitted Date	Calendar control	Select the date the progress claim was submitted to your company by the subcontractor.	Typically, this is printed on the progress claim that you received from the subcontracting company.

Update the Payment Details Card

The 'Payment Details' card appears next to the 'General Information card for progress claim administrators with Procore Pay.

Payment Details Card

To change the payment due date for this progress claim, select a new date from the Payment Due Date calendar.

In Beta - Early Pay Programs

When a payee is enrolled in an Early Pay Program, this card shows the payee's Early Pay Program enrollment Status, Due Date, and Fee. See Review and Manage Early Pay Enrollments as a Payee. The Early Pay Program assigned to the Procore Project automatically determines the Due Date and Fee. See About Early Pay Programs.

Update the Schedule of Values Card

Add Attachments

Scroll to the 'Attachments' section.
Choose from these options:
- 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.
Note: If workflows are turned on for subcontractor progress claims, you can also choose 'Save as Draft' to save your work and stay in the same workflow step.

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®.