Export a Subcontractor Progress Claim
Objective
To export a subcontractor progress claim to a supported file format.
Background
If you want to download a digital copy of a subcontractor progress claim, you can choose to export the progress claim in a Comma Seperated Values (CSV) or Portable Document File (PDF) format. You can also download a PDF that includes any selected attachments in the ZIP file format or as a single PDF.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
- Supported File Formats:
- CSV
- PDF With Attachments
- Limitations:
- Attachments added to a custom field are NOT supported by the 'PDF with Attachments' option at this time. To learn more, see What are custom fields and which Procore tools support them?
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Locate the progress claim to work with.
- Click the Progress Claim # link to open the progress claim in the project's Commitments tool.
- Click the Export button and choose one of these options:
- PDF. Opens a PDF copy of the progress claim in a new browser window. You can use the download and print controls in this window as needed. See the PDF example below.
- PDF Attachments. Choose this option and then select these options to receive a PDF copy of the progress claim by email. This action opens the 'Select and Arrange Items' window.
- All Attachments. Mark this checkbox to include all file attachments in the PDF file.
- Procore Cover Sheet. Mark this checkbox to include a cover sheet in the download.
Tip
Want to rearrange the order of the attachments? Hover your mouse cursor over to the left of the component to move until the grab bar appears. Then grab the component by the button and move it into the desired position.
- Click the button that corresponds to the desired format:
- Export ZIP. Click this option to receive the progress claim and attachments in a ZIP file.
- Export PDF. Click this button to receive the progress claim and attachments in a single PDF file.
Tip
How do you know when the export file is ready? Procore sends an email to the address that you use to log into Procore when the files are ready. Check your email for that message.
Examples
The illustrations below show you an example of a progress claim export file in the supported file formats.
CSV
Example
The illustration below shows the CSV version of the progress claim.
Example
The illustration below shows the PDF version of the progress claim.
Example - Document Summary Sheet
Example - Document Detail Sheet