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Procore

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

 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 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 icon-inspections-pass.png shows the line item is approved.
  • A RED X icon-inspections-fail.png 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

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. 
    commitment-sub-invoice-revise-and-resubmit.png
  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 icon-inspections-pass.png shows the line item is approved.
    • A RED X icon-inspections-fail.png 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. 
    sub-invoice-rejected-sov-item.png
  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:
    save-as-draft-or-send.png
    • 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.