Revise & Resubmit a Subcontractor Progress Claim as a Progress Claim Contact

Objective

To revise & resubmit any line items that were rejected on a subcontractor progress claim as an progress claim contact. 

Background

After a progress claim contact submits a subcontractor progress claim to the upstream contractor for payment, an progress claim administrator reviews the progress claim to approve or reject the payment. See Review a Subcontractor Progress Claim as a Progress Claim Administrator. Once a progress claim administrator rejects one (1) or more line item(2) on the progress claim's Schedule of Values, its status changes to Revise & Resubmit and Procore sends an email notification to alert the progress claim contact.  

As a progress claim contact, you can now review the rejected line item(s) and adjust the amount(s) on the item(s) as needed. To do this, the upstream collaborator must grant you sufficient access permissions. If you have been granted the required user permissions detailed below, one of the following marks appears in the corresponding 'Line Item Approval' column(s) on the progress claim's 'Schedule of Values' card:

• A GREEN checkmark  shows the line item is approved.
• A RED X  shows the line item is rejected. A reason might appear in the 'Comment' column. A Comment is an optional entry for upstream collaborator's progress claim administrator. 

Things to Consider

• Required User Permissions:
  • You must be an progress claim contact on the commitment.

Prerequisites

• Create a Subcontractor Progress Claim
• Review a Subcontractor Progress Claim as a Progress Claim Administrator

Steps

1. Navigate to the project's Commitments tool.
2. Locate the commitment contract related to the progress claim in the Commitments list. 
3. Click the Number link to open the commitment contract.
4. Click the Progress Claims tab.  
5. Look for the progress claim in the Revise and Resubmit status. 
   
6. Click the Progress Claim # link to open it. 
7. In the progress claim, click the Edit button. 
8. Scroll down to the Schedule of Values card. 
9. In the Line Item Approval column, identify which line items were approved or rejected by the progress claim administrator: 
   • A GREEN checkmark  shows the line item is approved.
   • A RED X  shows the line item is rejected. A reason might appear in the 'Comment' column.
10. Optional: If one (1) or more line item(s) were rejected, review the reason provided in the Comment column.

     Note

    A 'Comment' entry is optional. If a reason is NOT provided and you have questions about the line item, contact your upstream collaborator's progress claim administrator. 
    
11. Adjust the amounts in each rejected line item(s). See Submit a New Subcontractor Progress Claim as a Progress Claim Contact. 
12. Choose one (1) of these options:
    
    • Cancel. Click this link to cancel your data entry. 
    • Save as Draft. Click this button to save your data entry without sending the progress claim to the progress claim administrator for review. This action changes the status of the progress claim from Revise and Resubmit to Draft.  
    • Send. Click this button to resubmit your progress claim to the progress claim administrator for review.

Next Steps

• Review a Subcontractor Progress Claim as a Progress Claim Administrator

See Also

• Create a Subcontractor Progress Claim