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Procore Support (en-au)

Revise & Resubmit an Progress Claim as an Progress Claim Contact

Objective

To revise & resubmit any line items that were rejected on a subcontractor progress claim

Background

After an progress claim contact submits a new subcontractor progress claim, an progress claim administrator must review your progress claim before it is approved for payment. For details, see Review a Subcontractor Progress Claim as an Admin.

As an progress claim contact, you may have been granted sufficient access permissions to view the status of the individual line items after this review. For each line item on the progress claim, you are informed of the status as follows:

  • Lines with a green checkmark icon-inspections-pass.png indicate the line item was Approved.
  • Lines with a red x icon-inspections-fail.png indicate the line item was Rejected. The progress claim manager might also enter an explanation for the rejection in the 'Comments' column. 

If a line item is rejected, the progress claim's status is updated to 'Revise & Resubmit.' This allows the progress claim contact to review the rejected line items on the progress claim and adjust the values on those line items as needed. 

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Click the progress claim to work with from the list. 
  4. Click Edit.
  5. Review the progress claim. 
  6. On the Detail tab, keep the following in mind:
    • Line items with a green checkmark icon-inspections-pass.png have been approved by the company you are billing.
    • Line items with a red X icon-inspections-fail.png have been rejected by the company you are billing. Check the entry in the 'Comment' column for a rejection reason. 
      review-progress claim-as-sub.png
  7. Adjust the line item amounts as appropriate. 
  8. Choose from these options:
    • If you are not ready to submit your progress claim for review, click Save.
      OR
    • If you are ready to submit your progress claim for review, click Submit for Review.

 

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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