View a Summary Preview of an Owner Progress Claim (Beta)

Objective

To view the Summary Preview of an owner progress claim.

The Summary Preview lets you inspect an owner progress claim using your real project data.

Required User Permissions:
- 'Admin' level permissions on the project's Head Contracts tool.
  Notes
  
  Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
  
  If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
  
  A Procore User account.
  
  Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
  
  Membership on the 'Private' list of a specific contract or funding
  
  Designated as an 'Invoice Contact' on the contract or funding.

Navigate to the project's Head Contracts tool.
Click the appropriate Number link to open the contract.

Note
How to find a contract? Use the Search and Select a Column to Group features to quickly find the contract.
Click the Progress Claims tab.
Locate the progress claim to open in the Progress Claims (Payment Applications) table.
Click the Progress Claim # link.
Click the General tab.
This is the active tab by default.
Scroll to the Summary Preview card. Click the right arrow to expand the card.
Scroll down the page to preview your project's data as it appears in the progress claim.
The image below is an example of the Summary Preview.