Delete Head Contract Progress Claim in the Invoicing Tool (Beta)

Objective

To delete an owner progress claim from the Head Contracts tool. 

Background

You can delete a progress claim only when it's in the Draft, Under Review, or Revise and Resubmit status. You cannot delete a progress claim when it's in the Approved status. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Head Contracts tool. 
• Additional Information:
  • You can also delete progress claims using the Invoicing tool. See Delete Owner Progress Claims. 

Prerequisites

• Create Head Contract Progress Claim

Steps

1. Navigate to the project's Invoicing tool. 
2. Click the Owner tab. 
   This is the active tab by default. 
3. Locate the progress claim to delete.

    Tip

   Did you know you can also navigate to head contract progress claim using the Head Contracts tool? To learn how, see Delete Head Contract Progress Claim.
4. Click the Progress Claim # link to open the progress claim. 
5. In the progress claim, click the  Overflow icon and choose the Delete option. 

See Also

• Edit Head Contract Progress Claim

 

If you would like to learn more about Procore's invoice management software and how it can help your business, please visit our construction invoice management software product page .