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Export a Subcontractor Progress Claim

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 For Procore Customers in the United States

flag-us.png  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

Steps

Export a PDF

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Find the progress claim to work with. 
  4. Click the Progress Claim # link to open it in the project's Commitments tool. 
  5. Click Export > PDF.

    export-options.png

    Procore opens the PDF in a separate tab in your web browser. The controls to save or download the file to your computer depend the PDF viewer or reader installed on your web browser. For assistance with your web browser settings, contact your company's IT department. 

Export a PDF with Attachments

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Find the progress claim to work with. 
  4. Click the Progress Claim # link to open it in the project's Commitments tool. 
  5. Click Export > PDF with attachments.
    Procore opens the Select and Arrange Items window.
  6. Choose the attachments to include by marking the attachment checkboxes:
  7. Optional. Arrange the order of the attachments in the PDF by hovering your mouse cursor over the left side of the item until the grab bar appears. Next, grab the component and move it to the desired position.

    select-and-arrange-items.png
  8. Click one of these buttons:
    • Cancel. Cancels the export.
    • Export ZIP. Exports the progress claim and all file attachments as PDFs in a ZIP file and sends the ZIP file to you in an email.
    • Export PDF. Downloads the progress claim and selected attachments to your computer as a single PDF.

Export a CSV

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Find the progress claim to work with. 
  4. Click the Progress Claim # link to open it in the project's Commitments tool. 
  5. Click Export > CSV.
    Procore download a copy of the progress claim CSV to your computers Download location.  

Examples: CSV and PDF Files

Examples

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

CSV

csv-payapp.png

PDF

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

Document Summary Sheet

pdf-document-summary-sheet.png

Document Detail Sheet

pdf-document-detail-sheet.png