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Procore

Delete a Subcontractor Progress Claim

 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)

Objective

To delete a subcontractor progress claim from a commitment.

Background

You can only delete the most recent subcontractor progress claim on a commitment. Procore records delete actions in the 'Change History' tab of a commitment. Once deleted, the progress claim is permanently removed and its data is irretrievable.

Things to Consider

  • Required User Permissions
  • Additional Information:
    • You can only delete the most recent subcontractor progress claim on a commitment.
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide      

Steps

  1. Navigate to the Project level Invoicing tool. 
  2. Click the Subcontractor tab. 
  3. Locate the progress claim and click its Contract link. 
    This opens the commitment in the Project level Commitments tool. 
     Tip
    You can also open a commitment from the Commitments tool. To do this, navigate to the Project level Commitments tool. In the Contracts tab, click the Number link. 
  4. Choose from these options:
    • To delete a progress claim from the 'Invoice' tab in the commitment:
      1. Click the Progress Claims tab.
      2. Hover your mouse cursor over the progress claim row.
      3. Click the Delete icon-delete-trash6.png icon.
    • To delete a progress claim from the commitment's 'Invoice (Commitment progress claim)' page:
      1. Click the Progress Claim # link.
      2. Click the Overflow menu and choose Delete from the drop-down menu.