About Head Contract Progress Claim (Beta)

 In Beta
This page details the modernised owner progress claim experience.

Objective

To provide Procore users with information about head contract progress claim in Procore. 

Background

The Progress Claim Management solution features the Project level Invoicing tool. This tool handles two types of progress claims: subcontractor progress claims and head contract progress claim. Head contract progress claim originate in the project's Head Contracts tool. Before you can create an owner progress claim, your project team must create a head contract for the project, establish a billing period and decide who has permissions to generate a progress claim.

 Tip
An Owner Progress Claim is an application for payment, typically submitted by a Head Contractor (HC) or Construction Manager (CM) to an Owner to provide an itemized record of the amount due for work performed. In Procore, an owner progress claim is equivalent to an accounts receivable progress claim.

Prerequisites

Steps

Create Your Head Contract Progress Claim in Procore

The steps for creating head contract progress claim in Procore include:

Step Description Learn More
Decide who will have permission to create a progress claim. In Procore, only an progress claim administrator can create head contract progress claim.  How do I add progress claim administrators to Procore?
Optional. Decide if you want to collect signatures with DocuSign® There are two (2) ways to collect signatures on head contracts and progress claims: DocuSign®
Configure the Progress Claim Management tools Configure the invoicing settings in the Head Contracts and Invoicing tools. See Configure Settings: Head Contracts and Configure Settings: Invoicing. Head Contracts and Invoicing
Establish a billing period Create a billing period and place it in the Open status. A billing period defines the start, end, and due date for submitting a progress claim. Manage Billing Periods
Create a head contract Owner progress claims originate from a head contract. You can create multiple head contracts in a Procore project. See Are there any system limitations when projects have multiple head contracts? A head contract must be in the 'Approved' status before you can create a progress claim.  Create Head Contracts
Configure the 'Advanced Settings' tab on the head contract  For best results, configure the advanced settings before you add line items to the SOV and before you create progress claims for the head contract.  Edit the Advanced Settings Tab on a Head Contract
Create a progress claim Learn the options for creating progress claims with the Head Contracts tool. Only progress claim administrators can create owner progress claims.  Create Head Contract Progress Claim
Edit a progress claim Learn how to edit a progress claim. When finished, change its status to Approved.  Edit Head Contract Progress Claim
Optional: Complete the signature process in DocuSign® Once Approved, you can optionally complete the signature process in DocuSign®. Complete Owner Progress Claims with DocuSign®
Optional: Sync progress claims with an integrated ERP system You'll need to determine if your ERP connector supports owner progress claims. ERP Integrations

See Also