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Export a Subcontractor Progress Claim

 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


      English (Owner Terminology V2)


      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)


To export a subcontractor progress claim to a supported file format. 


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


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

        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.
        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. 

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




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