Delete a Subcontractor Progress Claim

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:
  • You must be an progress claim administrator. 
    OR
  • You must have 'Standard' level permissions on the Project level Commitments tool and the progress claim must be in the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore progress claims? 
• For companies using the ERP Integrations tool: Show/Hide      
  • Before you can delete a subcontractor progress claim that has been synced with an integrated ERP system, you will first need to unlink the synced progress claim. See the relevant article in the list below:
  • Unlink Subcontractor Progress Claims Synced with Sage 300 CRE®
  • Unlink Subcontractor Progress Claims Synced with Sage 100 Contractor®
  • Unlink Subcontractor Progress Claims Synced with QuickBooks® Desktop
  • Unlink Subcontractor Progress Claims Synced with Sage Intacct®
  • Unlink Subcontractor Progress Claims Synced with Acumatica Cloud ERP
  • Unlink Subcontractor Progress Claims Synced with Yardi Voyager®
  • Unlink Subcontractor Progress Claims Synced with Integration by Ryvit
  • Unlink Subcontractor Progress Claims Synced with MYOB Advanced Construction
  • Unlink Subcontractor Progress Claims Synced with Xero™

Prerequisites

• Create a Subcontractor Progress Claim

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. 
4. Choose from these options:
   • To delete a progress claim from the 'Invoice' tab in the commitment: Click the Progress Claims tab. Then hover your mouse cursor over the progress claim row and  click the Delete  icon on the far right.
   • To delete a progress claim from the commitment's 'Invoice (Commitment progress claim)' page, click the Progress Claim # link to open it. Then click the Overflow menu and choose Delete from the drop-down menu. 

See Also

• Create a Subcontractor Progress Claim