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Procore

Search, Filter and Group Progress Claims

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Objective

To use the search feature, apply filters and add groups to the project's Invoicing tool. 

Background

The Invoicing tool organises your project's progress claims on two tabs:

Both tabs allow you use to the search feature to locate specific progress claims. You can also group your data and add filters to your results to narrow the number of items displayed on each tab. 

Things to Consider

Steps

Search for Progress Claims

  1. Navigate to the project's Invoicing tool. 
  2. Click the Owner-developer or Subcontractor tab.
    Note: The search function is not available on the Billing Periods tab.
  3. Enter your search terms in the Search box.
     Note

    Procore searches the following fields for matches:

    • For head contract progress claim: Progress Claim #, Contract #, Contractor and the Architect/Engineer.
    • For subcontractor progress claim: Progress Claim #, Commitment #, Comment, and Contract Company.
  4. Click the magnifying glass or press ENTER to search through all of the line items on the selected tab. 

Add Groups and Filters to Progress Claims

  1. Navigate to the project's Invoicing tool. 
  2. Click the Owner-developer or Subcontractor tab.
  3. Click the Add Group drop-down list. Then select one of these options:
    • On the Owner-developer tab: Head Contract, Progress Claim Status, or Payment Status. 
    • On the Subcontractor tab: Contract Company, Progress Claim Status, Payment Status, or Billing Period.
  4. Click the Add Filters drop-down list. Select one or more filters to apply: 
    • Contract Company
    • Billing Period
    • Progress Claim Status
    • Payment Status
    • Contract Type