Add Progress Claim Contacts to a Purchase Order or Subcontract from the Progress Billings Tool

Objective

Background

Things to Consider

Prerequisites

Steps

1. Navigate to the project's Progress Billings tool.
2. Click the Subcontractor tab.
3. Locate the progress claim to work with in the list. Then, click its Contract link to open the commitment contact. 
   
4. Click Edit.
5. Under 'General Information', do the following:
   
   • Make sure the correct company is selected in the Contract Company drop-down list. 
   • Select one or more individuals from the Progress Claim Contacts drop-down list. The users you select here are automatically added to the 'Private' drop-down list. 

      Notes

     To select an progress claim contact from the 'Progress Claim Contacts' list, the following must be true:

     • A 'Contract Company' must be set on the commitment. This populates the list with all of the company profiles  in the Company Directory. See Add a User Account to the Company Directory.
     • To appear in 'Invoice Contacts' list, the user must be an employee of the selected 'Contract Company'. See Add a User Account to the Project Directory.
6. Click Save.

    Tips

   • When does Procore send email notifications to progress claim contacts?  See Do progress claim contacts receive emails from Procore? 
   • When does Procore send email notifications to members of the 'Invoice Distribution' list? Members added to the Commitment tool's 'Invoice Distribution' list (see Configure Settings: Commitments) receive notifications when:
     • The status of the Subcontractor Schedule of Values changes to 'Under Review.' See Review a Subcontractor SOV for a Commitment.
     • If your team is NOT using a Subcontractor Progress Claim Workflow, when status of the subcontractor progress claim changes to 'Under Review'. Note: If your team is using a Subcontractor Progress Claim Workflow, the notification is sent to the Workflow Assignee(s). 

Next Steps

• Create Automatic Billing Periods or Create Manual Billing Periods

See Also 

• Send an 'Invite to Bill' to a Progress Claim Contact
• Accept or Decline an 'Invite to Bill' as a Progress Claim Contact
• Submit a New Progress Claim as a Progress Claim Contact