Tutorials

Billing Periods

• Create Automatic Billing Periods in the Progress Billings Tool
• Create Manual Billing Periods in the Progress Billings Tool
• Edit a Billing Period with the Progress Billings Tool

Progress Claim Tasks

• Designate a Progress Claim Contact
  • Add Progress Claim Contacts to a Purchase Order or Subcontract from the Progress Billings Tool
• Subcontractor Progress Claims
  • Create a Subcontractor Progress Claim on Behalf of a Progress Claim Contact
  • Bulk Edit the Status of Subcontractor Progress Claims in the Progress Billings Tool
  • Forward a Subcontractor Progress Claim by Email from the Progress Billings Tool
  • Review a Subcontractor Progress Claim as an Admin
  • Send an 'Invite to Bill' to a Progress Claim Contact from the Progress Billings Tool 
• Retention
  • Create a Subcontractor Progress Claim for the Release of Retention
  • Set or Release Retention on a Subcontractor Progress Claim from the Progress Billings Tool
• Subcontractor Schedule of Values
  • Enable or Disable a Subcontractor SOV Tab on a Commitment ^*
  • Enable or Disable the Subcontractor SOV Tab on the Commitments Tool ^*
  • Update a Subcontractor SOV as a Progress Claim Administrator from the Progress Billings Tool
  • Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Progress Billings Tool
• Other Tasks
  • Compile Progress Claim Backups in the Progress Billings Tool
  • Delete a Subcontractor Progress Claim from the Progress Billings Tool
  • Export a Subcontractor Progress Claim from the Progress Billings Tool
  • Export the Subcontractor Invoicing Page from the Progress Billings Tool
  • Search, Filter and Group Progress Claims in the Progress Billings Tool
  • View the Summary Preview for a Subcontractor Progress Claim
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of the Progress Billings Tool
  • Enable the Payments Issued Tab on a Commitment from the Progress Billings Tool
• Payment Program
  •   Create a Payment Program from the Progress Billings Tool

HC/Client Progress Claims

An asterisk (*) below indicates the task is performed in Procore's Client Contracts tool. See Client Contracts. 

• Create a Record for a Payment Received with the Progress Billings Tool
• Create a HC/Client Progress Claim for a Client Contract *
• Edit a Configurable PDF of a HC/Client Invoicin the Progress Billings Tool
• Email a HC/Client Progress Claim from the Progress Billings Tool
• Export a HC/Client Progress Claim from the Progress Billings Tool
• Set or Release Retention for All Line Items on a HC/Client Progress Claim from the Progress Billings Tool