View the Summary Preview for a Subcontractor Progress Claim

Objective

To view the 'Summary Preview' in a subcontractor progress claim. 

Background

As you work on creating and editing your subcontractor progress claim, you can expand the 'Summary Preview' card on your progress claim to see what your final progress claim is going to look like. 

Things to Consider

• Required User Permissions:
  • You must be an progress claim administrator. 
    OR
  • You must have 'Standard' level permissions on the project's Commitments tool.
    AND
    You must be added to the 'Private' drop-down list on the commitment.

Prerequisites

• Create a Subcontractor Progress Claim

Steps

1. Navigate to the project's Commitment tool.
2. Go to Commitment for the progress claim you want to distribute.
3. Click the Invoicing tab.
4. Locate the progress claim to preview. 
5. Click the Progress Claim # link to open it. 
6. Scroll down to the Summary Preview. 
7. Click the arrow to expand the Summary Preview card. 
   
   

See Also

• Create a Subcontractor Progress Claim

 

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 .