Email an Owner Progress Claim
Objective
To send an owner progress claim to the project owner to request payment.
Background
After you create an progress claim, you can send it to the owner by email. If the owner sends a reply to that email message, the response will appear in the Emails tab of the progress claim.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Head Contracts tool.
- Additional Information:
- Clicking the Email Progress Claim button sends a PDF copy of the Detail tab to recipients. The Configurable PDF tab is NOT included in the outgoing email message.
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Owner tab. Then click the head contract that you want to work with.
- Click the Progress Claims tab.
- Click View next to the progress claim you want to send by email.
- Click Email Progress Claim.
Note
The Email Progress Claim button to send a PDF copy of the Detail tab to recipients. The Configurable PDF tab is NOT included in the outgoing email message. - Complete the following fields:
- To. Enter the names of any recipients. These will typically be an owner from whom you are requesting payment.
- CC. Enter the names of any recipients for a carbon copy of the email message.
- Private. Place a checkmark in this box to limit access to the progress claim email to the recipients. Users with 'Admin' permission always have permission to access the progress claim email.
- Subject. This field automatically populates with the number of the progress claim.
- Attachments. Attach any related documents or files.
- Message. Include any messaging about the progress claim that you want to send to recipients.
- Click Send.
A YELLOW 'Communication Created' banner appears. Procore sends a copy of the Detail tab as a PDF attachment to the designated recipient(s) as an email message. A record of the outgoing message is saved in the 'Emails' tab of the progress claim. Any replies to the email message must be sent to the 'To' address and are also saved in the 'Emails' tab.