Export a Subcontractor Progress Claim

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For Procore Customers in the United States

When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.

To learn the differences: Show/Hide

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for head contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

Head Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Subcontractors English (Speciality Contractor Terminology)
Progress Claiming	Progress Claiming	Progress Billings
Owner-developer	Funding	Owner-developer
Owner/Client	Owner/Client	HC/Client
Head Contract Variation	Funding Variation	Client Contract Variation
Head Contracts	Funding	Client Contracts
Revenue	Funding	Revenue
Subcontract	Contract	Subcontract
Subcontractor	Contractor	Subcontractor
Subcontractor Schedule of Values (SSOV)	Contractor Schedule of Values (CSOV)	Subcontractor Schedule of Values (SSOV)

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 Separated 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:
- You must be an progress claim administrator.
Supported File Formats:
- CSV
- PDF
- 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

Create a Subcontractor Progress Claim

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

These examples show you the CSV and PDF versions of a progress claim.

CSV

PDF

A PDF progress claim has multiple pages: A Document Summary Sheet and at least one (1) Document Detail Sheet.

Document Summary Sheet

Document Detail Sheet