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Procore Support (en-au)

Email an Owner Progress Claim

Objective

To email an owner progress claim to the project owner as a request for payment. 

Background

If you are a head contractor who is managing a construction project in your Procore account, you can send a copy of the Detail tab of the owner progress claim to the project owner. Keep in mind that the steps below send only send a PDF copy of the Detail tab. It does NOT send the Configurable PDF tab. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Head Contracts tool.
  • Additional Information:

Steps

  1. Navigate to the project's Head Contracts tool.
  2. Click the Progress Claims tab. 
  3. Click View next to the progress claim that you want to send by email.
  4. Click the Email Progress Claim button.
    email-progress claim.png
  5. Complete the following fields:
    • To. Enter the name of the person you are requesting payment from.
    • CC. Enter in names of people you want to be copied on the email thread.
    • Private. Mark this tickbox if you only want the progress claim to be available to the progress claim administrator and those named in the To/Cc fields.
    • Subject. This field will populate with the number of the progress claim.
    • Attachments. Attach any related documents or files.
    • Message. Include an additional message regarding the progress claim. 
  6. Click Send.
 Notes
  • Procore saves a copy of the message in the Emails tab of the progress claim.
  • Procore only sends the Progress Claim PDF to recipients.
  • Procore does NOT send a copy of the progress claim's configurable PDF. See Create a Configurable PDF of an Owner Progress Claim.

Next Steps

 

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