Create an Owner Progress Claim (Legacy)

Create the Progress Claim

1. Navigate to the project's Head Contracts tool.
2. Locate the contract to work with. Then click its Number link. 
3. Click the Create Progress Claim button.

    Note

   If you've already created the progress claim for current billing period, click the Progress Claims tab. Next, click the Edit button to open it. 
4. In the 'New Progress Claim (Payment Application)' page, do the following:
   • Commitment Billing Period
     Select the current billing period from the drop-down list. To learn how to create a billing period, see Create Billing Periods.
   • Progress Claim #
     Procore automatically assigns progress claim numbers in ascending numerical order, starting with one (1). The number entered in this field does NOT affect Procore's default progress claim numbering scheme and you can change it as you want.
   • Period Start
     Procore automatically populates this field with the selected billing period's start date. 
   • Period End
     Procore automatically populates this field with the selected billing period's end date. 
   • Billing Date
     Click the calendar control and choose a billing date for the progress claim.
   • Status
     Procore automatically places the progress claim in the 'Draft' status. Select a different status from the drop-down list. See What are the default statuses for Procore progress claims?
   • Percent Complete
     If previous progress claims exist, this field shows the percentage of work completed.
   • Attachments
     Click Attach Files or drag-and-drop any files to associated with the progress claim in the attachments area.
5. Click the Create button. 
6. In the Do You Want to Pre-Fill the Owner Progress Claim? message, review the list of items that Procore will add to the progress claim and compile a progress claim backup from. Choose one (1) of these options to proceed:
   • Cancel. Click this button to cancel progress claim creation. 
   • No Thanks. Click this button if you want to manually perform the data entry on the progress claim. 
   • Yes. Click this button to allow Procore to automatically complete the progress claim amounts as described in How does Procore automatically complete amounts on an upstream progress claim? 
7. After Procore creates the progress claim, you can preview it as follows:
   • Scroll to the Summary Preview area.

      Tip

     How does Procore calculate the 'Current Amount Due' value? To learn more, see How does Procore calculate a progress claim's 'Current Payment Due' amount?
   • Ensure the progress claim appears as expected. 

Edit the Progress Claim Line Items on the Detail Tab

If your Procore user account has been granted the required user permissions for viewing the Detail tab, you can update the progress claim line items:

1. Click the Detail tab. 
2. Click the Edit button.
   
3. Enter data only in the YELLOW boxes:
   
   • Work Completed: This Period
     If you confirmed the option to automatically complete the owner progress claim's amounts. See How does Procore automatically complete amounts on an upstream progress claim?, the values from the 'Work Completed: This Period' column from any related subcontractor progress claims and any direct costs amounts are included in this column.
   • Materials Presently Stored
     If you confirmed the option to automatically complete the owner progress claim's amounts. See How does Procore automatically complete amounts on an upstream progress claim?, the values from the 'Materials Presently Stored' column in any related subcontractor progress claims are included in this column. 
   • Work Retention Retained this Period
     Enter a percentage or dollar amount for work retention retained this period. You can also set retention on all line items by entering a value into the right sidebar and clicking Set.
   • Materials Retention Retained this Period
     Enter a percentage or dollar amount for materials retention retained this period. You can also set retention on all line items by entering a value into the right sidebar and clicking Set. 
   • Work Retention $ Released This Period
     Enter a dollar amount of work retention released this period.
4. Scroll to the bottom of the progress claim and continue with the next step.

Add Approved Variations to the Progress Claim

If a variation is in the 'Approved' status and has line items that impact a progress claim, the system lists the variation in the 'Approved Head Contract Variations to Add to this Owner Progress Claim' table. If you want to add the variation to the progress claim now, follow these steps:

1. Scroll to the bottom of the progress claim's Detail tab.
2. Review the variation number, title and amount.
3. Optional: In the Add to Owner Progress Claim As column, click the Add to Progress Claim button.
   A GREEN banner confirms the progress claim was added successfully. 
4. Continue with the next step.

Save the Progress Claim

To save your changes, click Save.