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Procore

Preview 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 general 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. 

      General 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 learn how to view the summary preview for a subcontractor progress claim

Background

After you create a new subcontractor progress claim, you can preview what it will look like in its final format by expanding the 'Summary Preview' container in the progress claim. 

Things to Consider

  • Required User Permissions
  • Additional Information:
    • You must submit your progress claim before the 'Due Date' on the progress claim. 

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor Progress Claim tab. 
  3. Locate the progress claim that you want to preview and click to open it. 
  4. Click the arrow next to 'Summary Preview' to expand the section. 
    This gives you a preview of what the progress claim will look like in its final format. 

    summary-preview.png