Delete Owner Progress Claims in the Head Contracts Tool (Beta)

Objective

To delete an owner progress claim from the Head Contracts tool. 

Background

You can only delete a progress claim if it's in the Draft, Under Review, or Revise and Resubmit status; approved progress claims cannot be deleted. Additionally, you can only delete the latest progress claim on the contract.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Head Contracts tool. 
• Additional Information:
  • You can also delete progress claims using the Invoicing tool. See Delete Owner Progress Claims. 

Prerequisites

• Create Head Contract Progress Claim

Steps

1. Navigate to the project's Head Contracts tool. 
2. Locate the contract with the progress claim to delete. Click the Number link to open the contract. 
3. In the contract, click the Progress Claims tab. 
4. In the Progress Claims (Payment Applications) table, locate the progress claim to delete.

    Tip

   Did you know you can also navigate to owner progress claims using the Invoicing tool? To learn how, see Delete Owner Progress Claims. 
5. Click the Progress Claim # link to open the progress claim. 
6. In the progress claim, click the  Overflow icon and choose the Delete option. 

See Also

• Edit Head Contract 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 .