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Procore Support (en-au)

Export an Owner Progress Claim

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Objective

To export an owner progress claim to one of the supported file formats.

Background

You can export an owner progress claim to the CSV or PDF file format. You also have the option to download the progress claim and any attachments to a PDF file. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Head Contracts tool. 
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  • For customers using the DocuSign© integration:
    • The Export PDF option to include attachments is not available on owner progress claims. 

Steps

Follow the steps that correspond to your experience:

Export an Owner Progress Claim (Legacy)

 Legacy Content - Owner Progress Claim Legacy Experience

The steps below detail the legacy owner progress claim experience.

  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab.
    This tab is active by default. 
  3. Locate the progress claim to open.
     Tip
    How to find a progress claim? Use the Search and Add Group features to quickly find the owner progress claim to export. 
  4. Click the appropriate Progress Claim # link to open it. 
  5. In the Progress Claim, click the Export button and choose one of these options from the drop-down menu:
    legacy-owner-invoice-export.png
    • PDF
      If you chose this option, Procore exports the data to the PDF file format and downloads it to your computer. 
    • PDF with Attachments
      This option is NOT available when using the Procore + DocuSign© integration.  If you choose this option, mark the checkboxes that you want to apply under 'Select, Order and Download Files'. 

      legacy-export-pdf-with-attachments.png

      Then click one of these buttons:
      • .ZIP. Click this button to download the PDF to a ZIP file. 
      • Single PDF. Click this button to export the single PDF. Procore emails the PDF file to your user account's email address.
         Note
        Attachments must be in the PDF file format to be included in the Single PDF. If users have added attachments in other file formats (such as DOC, JPG, PNG and so on), Procore will exclude them from the Single PDF output.  
    • CSV
      If you choose this option, Procore exports the data to the CSV file format and downloads it to your computer.  

Export an Owner Progress Claim (Beta)

 In Beta - Redesigned Owner Progress Claim Beta Experience
The steps below are only available to users participating in the Owner Progress Claim Beta Experience program. 
  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab.
    This tab is active by default. 
  3. Locate the progress claim to open. 
     Tip
    How to find a progress claim? Use the Search and Add Group features to quickly find the owner progress claim to export. 
  4. Click the appropriate Progress Claim # link to open it.
  5. Scroll to the Schedule of Values card and select the desired option from the Column View When Exported drop-down list:
    • Industry Standard. This is the default column layout for an owner progress claim's Schedule of Values.
    • Custom Configuration. If you have customised the column layout of your schedule of values, choose this option to select your custom view before proceeding with the export.  
  6. Click the Export button and choose one of these options from the drop-down menu:

    modern-owner-invoice-export-options.png
    • PDF
      Choose this option to download a single PDF of the owner progress claim. A GREEN success banner appears to notify you that the file will be sent to you in an email. Check your email program's Inbox to download the PDF file. 
    • PDF with Attachments
      Choose this option to download a single PDF of the owner progress claim to a ZIP or PDF file. With this option, you have these choices:
      • Export ZIP. Click this button to download the owner progress claim to a ZIP file. You also have the option to download the Procore Cover Sheet and any available attachments: 
        • To download all attachments, place a checkmark in the All Attachments box. 
        • To download all uploaded attachments, place a checkmark next to the Uploaded Attachments box. 
        • To download only specific attachments, place a checkmark next to the desired attachments. 
      • Export PDF. Click this button to download the owner progress claim as a single PDF file. Note: If you try to include one or more of the Uploaded Attachments, this button is greyed out because you cannot export attachments to a single PDF file. 
    • CSV
      Choose this option to download a CSV file. This option downloads the progress claim's Schedule of Values in a table format that includes all available columns.