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Procore Support (en-au)

Export an Owner Progress Claim

Objective

Background

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Head Contracts tool. 
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Head Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an progress claim contact for a subcontracting company that is performing work for a head contractor managing your contract in Procore), your ability to perform progress claim-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Head Contracts tool.
        • Your membership on the 'Private' list of a specific head contract, purchase order, or subcontract.
        • Your designation as an 'Progress Claim Contact' on a head contract, purchase order or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • For customers using the DocuSign© integration:
    • The Export PDF option to include attachments is not available on owner progress claims. 

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab. Then click the head contract that you want to work with.
  3. Click the Progress Claims tab.
  4. Locate the contract associated with the progress claim. Then click View.
  5. In the contract, click the Progress Claims tab.
  6. In the progress claim, click the Export drop-down menu and select one of these options:
    export-drop-down.png
    • CSV
      If you choose this option, Procore exports the data to the CSV file format. 
    • PDF
      If you chose this option, Procore exports the data to the PDF file format. 
    • PDF with Attachments
      If you choose this option, mark the checkboxes that you want to apply under 'Select, Order and Download Files'. Then click one of these buttons:
      export-pdf-with-attachments-select.png
      • .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
        • Only PDF attachments can be combined into a single PDF, if other file types are used as attachments they will not be available as a single PDF. 

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.
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