Create Head Contract Progress Claim (Beta)

Objective

To generate an owner progress claim to bill an upstream collaborator for work on a head contract.

Background

When managing your construction project in Procore, you can generate an owner progress claim to bill an upstream collaborator on a head contract. Then, submit the progress claim as a payment application. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Head Contracts tool.
• Additional Information:
  • About Group Row Billing on Head Contract Progress Claim 
  • Approved budget changes are reflected in new progress claims by default.
  • If budget changes and variations are approved after a progress claim is created, you can configure Procore to add approved changes to head contract progress claim. See About Budget Changes on Head Contract Progress Claim.

Prerequisites

• Create Head Contracts 
• Approve Head Contracts
• Create a Billing Period. See Manage Billing Periods.

Steps

1. Navigate to the project's Head Contracts tool.
2. Find the contract for which you want to generate a progress claim. 
3. In the Number column, click the link to open it.
   
4. In the contract, click the Progress Claims tab. 
   
   
    
5. Click + Create and choose Create Progress Claim from the drop-down menu. 

    Tip

   Is the menu option greyed out? To activate this option, place the contract into the Approved or Complete status. 
   
   
   This opens the 'New Progress Claim for [Contract]' page.
6. In the Create Progress Claim card, do the following:

    Note

   An asterisk (*) below indicates the field is required. 
   • Progress Claim No.
     Enter a progress claim number or leave it blank and edit later.
   • Billing Period
     Procore selects the open billing period's date range or, if no open period, the most recent period's date range.

      Tip

     How do you create a billing period? Only an progress claim administrator can create billing periods with the Invoicing or Progress Billings tool. See Create Billing Periods. 

   • Populate the Schedule of Values with Costs from the Selected Billing Period
     Mark this checkbox to turn the setting ON or remove the checkmark to turn the setting OFF. By default, this setting is turned OFF. 
     • ON. Procore populates the progress claim's schedule of values with eligible cost amounts from the selected billing period as follows:
       • Subcontractor progress claims in any Approved status. See What are the default statuses for Procore progress claims?
       • Direct costs with a 'Received Date' in the Approved status with a corresponding budget code in the contract's or funding's Schedule of Values. 
       • Commitment variations in the Approved status with a corresponding variation or a corresponding budget code in the commitment's schedule of values. 

          Notes

         If the following is true about a commitment variation, Procore automatically populates the data to the progress claim's schedule of values: 

         • It is connected to a head contract variation via a change event, the data populates the head contract variation.
         • It is NOT tied to a head contract variation, the data populates the head contract's Schedule of Values line item with a matching budget code.

         If a variation does not meet the criteria above, Procore will NOT populate the data in the schedule of values. 

     • OFF. Procore does NOT populate the Schedule of Values with costs. Users must manually enter the data in the schedule of values. 
   • Include backup from direct costs and progress claims in the selected billing period . 
     Mark this checkbox to turn the setting ON or remove the checkmark to turn the setting OFF. By default, this setting is turned ON. 
     • ON.  Updates the progress claim's Attachments card in the progress claim to contain these sections: Uploaded Attachments, Attachments from Subcontractor Progress Claims, and Attachments from Direct Costs. Procore adds the relevant attachments from the selected billing period as follows:
       • Subcontractor progress claims in any Approved status. See What are the default statuses for Procore progress claims?
       • Direct costs with a 'Received Date' in the Approved status with a corresponding budget code in the contract's or funding's Schedule of Values. 
     • OFF. Only the Uploaded Attachments card and button are available. 
7. Click Create.
   Procore creates the progress claim. Continue the next step.

   Next Step

   • Edit Head Contract Progress Claim

   See Also

   • About Head Contract Progress Claim