Compile Progress Billing Backups

For Procore Customers in the United States

When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.

To learn the differences: Show/Hide

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for head contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

Head Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Subcontractors English (Speciality Contractor Terminology)
Progress Claiming	Progress Claiming	Progress Billings
Owner-developer	Funding	Owner-developer
Owner/Client	Owner/Client	HC/Client
Head Contract Variation	Funding Variation	Client Contract Variation
Head Contracts	Funding	Client Contracts
Revenue	Funding	Revenue
Subcontract	Contract	Subcontract
Subcontractor	Contractor	Subcontractor
Subcontractor Schedule of Values (SSOV)	Contractor Schedule of Values (CSOV)	Subcontractor Schedule of Values (SSOV)

Objective

To compile a backup that includes all PDF attachments for one or more progress billings.

Background

A progress billing backup lets you generate a single PDF that contains a PDF copy of each individual progress billing that you select. This feature saves valuable time so you don't have to manually export multiple progress billings or compile those downloads into a single PDF. Instead, Procore does this work for you.

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.
Additional Information:
- To successfully Compile Progress Billing Backups, the billing period(s) that correspond to the selected progress billings must exist. To learn more, see Create Automatic Billing Periods and Create Manual Billing Periods.
- If you are using the Procore + DocuSign^© integration and the signature workflow is complete, all versions of the PDFs will include the DocuSign^© version.

Prerequisites

Steps

Navigate to the project's Progress Billings tool.
Under the Subcontractor tab, place checkmarks in the boxes that correspond to the progress billings that you want to compile the backup for.
Click Compile Progress Billing Backups.

Important
To successfully compile a backup, Procore requires the billing period(s) corresponding to the progress billings you selected must exist. To learn more, see Create Automatic Billing Periods and Create Manual Billing Periods.

You will see a message at the top of the page alerting you if the compilation has been successful.

Compile Progress Billing Backups

For Procore Customers in the United States

Objective

Background

Things to Consider

Notes

Prerequisites

Steps

Important

See Also