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Procore Support (en-au)

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

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.

Steps

Search for Progress Claims

  1. Navigate to the project's Invoicing tool. 
  2. Click the Owner 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 owner invoice: Progress Claim #, Contract #, Contractor and the Architect/Engineer.
    • For subcontractor invoice: 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 or Subcontractor tab.
  3. Click the Add Group drop-down list. Then select one of these options:
    • On the Owner 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