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Procore Support (en-au)

Edit a Configurable PDF of an Owner Progress Claim

Objective

To learn how to edit the 'Configurable PDF' tab for an owner progress claim.

Background

This tutorial shows you how to use the options in the Configurable PDF tab of an owner progress claim. You can use the options in this tab to customise the way line items display on the PDF, such as how you want to group and summarise progress claim line items so they display the way you want before you present the PDF to an owner. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Head Contracts tool.
       Note
      Your ability to perform tasks with the Invoicing tool depends on the permissions you've been granted on the head contract or commitment that you are working with. To learn more about the specific tasks that you can perform with the Invoicing tool, see Permissions: Invoicing.
  • Additional Information:
    • If you click the Email Progress Claim button, only the Detail tab PDF of the Progress Claim will be sent to recipients, not the 'Configurable PDF' tab.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab. 
  3. Locate the progress claim to work with. Then click its Progress Claim # link. 
  4. Click the Configurable PDF tab.
  5. Edit the PDF in any of the following ways:
    1. Summarization
      By clicking the arrows, you can expand and collapse the line items to show differing levels of data. To expand, click the arrow illustrated below. To collapse, click the arrow again. 
      configurable-pdf-summarization.png
    2. Grouping
      Click the Group drop-down list to the group or subtotal line items by your selection:
      add-groups-manage-custom-groups.png

 

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 here.
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