Bulk Edit the Status of Subcontractor Progress Claims in the Progress Billings Tool

Objective

To bulk edit statuses for multiple subcontractor progress claims using the Progress Billings tool. 

Background

With the Progress Billings tool, you can use the steps below to change the status of multiple subcontractor progress claims at once. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments 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.

Prerequisites

• Create a Progress Claim on Behalf of a Progress Claim Contact
  OR
• Submit a New Progress Claim as a Progress Claim Contact

Steps

1. Navigate to the project's Progress Billings tool.
2. Click the Subcontractor tab.
3. Mark the checkboxes next to the progress claims that you want to update.
4. Click Edit.
   
5. Select the appropriate status from the drop-down list. 

    Note

   • To learn more about statuses, see What are the default statuses for Procore progress claims?

   • When creating a progress claim (see Create a Progress Claim on Behalf of a Progress Claim Contact or Create and Submit a Progress Claim as a Progress Claim Contact), change the progress claim's status to 'Under Review' when you are ready to send it to the progress claim administrator. The administrator can then change its status to 'Approved' as needed. 

   • Users with 'Standard' level permissions can bulk edit progress claims only when the progress claim is in the 'Draft' or 'Revise & Resubmit' status.
6. Click Save Edits. 

See Also

• Create an Progress Claim on Behalf of a Subcontractor
• Submit a New Progress Claim as a Progress Claim Contact