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Configure Settings: Progress Billings

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 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 

Objective

To configure the advanced settings for the project's Progress Billings tool.

Background

If your project team plans to use Procore's Progress Billings tool,  it is recommended that you configure the tool's settings before your team starts to create progress claims for the project. Progress Claim settings controlled at the project level include:

  • Default Billing Period. The settings in this section let you define the default billing period for the Progress Billings tool. Completing this information gives Procore the ability to automatically complete the date fields in the window that appears when users click the +Create Billing Period button. 
  • Emails. The settings in this section let you add the body of an outgoing message on your invites and reminder messages. 
  • Other. The settings in this section let you choose to include a footer on your progress claims, to show or hide the amounts being claimed by subcontractors and also lets you decide if subcontractors are permitted to overbill. 

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.

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under Settings, you have these choices:

Configure the Default Billing Period

Under the Default Billing Period section, set the default date range and due date for Procore to use when automatically creating new billing periods. Always click the Update button when you are ready for your changes to go into effect.

settings-default-billing-period.png

  • Start Date
    Select the calendar date of the month for the billing period to begin. Procore uses this setting to:
    • Automatically complete the From' date when you create a manual billing period. See Create Manual Billing Periods. Users can change this date when creating a billing period.
    • Automatically complete the 'Start Date' when Procore creates an automatic billing period. See Create Automatic Billing Periods.
    • Procore's default 'Start Date' is the '1st of the month'. You can change this setting to any date that you want. 
  • End Date
    Select the calendar date of the month for the billing period to end. Procore uses this setting to:
    • Automatically complete the To' date in a manual billing period. See Create Manual Billing Periods. Users can change this date when creating a billing period.
    • Automatically complete the 'Start Date' when creating an automatic billing period. See Create Automatic Billing Periods.
    • The default 'End Date' is the '31st of the month'. You can change this setting to any date that you want. 
  • Due Date
    Select the calendar date of the month to indicate the date the progress claim should be submitted to the company paying for the work completed on the progress claim. Procore uses this setting to:

Configure the Progress Claim Email Options

Under the Emails section, set the optional default settings for the Progress Billings tool's email notification messages. Always click the Update button when you are ready for your changes to go into effect.

invoicing-email-settings.png

  • Optional: Invitation & Reminder Custom Message
    Type a message in this box. This text will be included in both the 'Invite to Bill' and automatic reminder emails that Procore sends to your progress claim contacts. See Send an 'Invite to Bill' to a Progress Claim Contact. 
  • Optional: Remind Subcontractors to Bill
    Toggle this option ON to send an automatic reminder email to your progress claim contacts. The default setting is OFF. Then set the cadence of those emails by selecting Every Day, Every 2 Days,  or Every 3 Days from the Frequency drop-down list. After the 'Due Date' on a progress claim passes, Procore automatically stops sending reminder messages. 
  • Optional: Send a Digest of Under Review Invoices
    Toggle this option ON and select Weekly from the Frequency drop-down list to send a weekly digest summary every Monday. The default setting is OFF. Progress Claims for the current billing period are included in this digest message when they are in the Draft, Under Review or Revise and Resubmit status. Digest messages are sent to members of the 'Invoice Distribution' drop-down list, which is located in the Default Distributions section of the Configure Settings page in the Commitments tool. See Configure Advanced Settings: Commitments. 
  • Optional: Notify Subcontractors when Progress Claims are Approved
    Toggle this option ON to automatically send a notification email to your progress claim contact(s) when a progress claim's status is changed to Approved or Approved as Noted by an progress claim administrator. The default setting is OFF. See Review a Subcontractor Progress Claim as an Admin.

Configure the 'Other' Settings

Under the Other section, you have the choices below. Always click the Update button when you are ready for your changes to go into effect.

invoicing-other-settings.png

  • Optional: Sub Progress Claim PDF Footer Text
    Enter any text that you want to appear in the footer of a progress claim PDF created by a user with 'Admin' level permissions on the Commitments tool. See Export a Subcontractor Progress Claim. This field is useful for adding a statement regarding local regulations compliance.
     Important
    The 'Sub Progress Claim PDF Footer' text only appears when a user with 'Admin' level permissions on the project's Commitments tool generates the PDF. It does NOT appear on any PDF generated by a user with 'Read Only' or 'Standard' level permissions on the Commitments tool.
  • Optional: Show Amounts Subcontractors Claim​​​​​​​. If you enable this setting, head contractors will be able to differentiate between what a subcontractor claims and what the head contractor approves.
     Note
    flag-australia.png In Australia and New Zealand, enabling the 'Show Amounts Subcontractors Claim' setting will also let head contractors create a payment program PDF in response to the progress claim. See Review a Subcontractor Progress Claim as an Admin.  To create a payment program, See Create a Payment Program.
    • Total Claimed Amount
             This amount reflects the 'Proposed Amount' column on the progress claim's Detail tab. This value excludes retention. 
    • Total Approved Amount
      This amount reflects the 'Work Completed this Period' plus 'Materials Presently Stored' on the progress claim's 'Detail' tab. This value also excludes retention. 
      • Line-by-line claimed and approved amounts in the detail table.
      • The overall comment for the progress claim.
    • Reasons for Difference
      This table includes comments on individual line items where there was a difference between the claimed and approved amounts. For information about adding comments, see Review a Subcontractor Progress Claim as an Admin.
  • Allow Subcontractors to Over-Bill. Toggle this option ON to allow a progress claim contact to submit a progress claim for over 100%. This included in the PDF.
 In Beta

Note to customers participating in the Company level Workflows tool beta program. The following setting is available to program participants only. To learn more, see (Beta) Workflows.

Configure the Subcontractor Workflow Settings

Under the Subcontractor Workflow Settings section, Procore lists any workflows that might be triggered for your project's purchase orders or subcontracts. You also need the appropriate user permissions on the Workflows tool. 

To assign Procore project users who are responsible for completing the tasks assigned to specific roles in your workflow:

  1. Locate the workflow to update in the 'Subcontractor Workflow Settings' table.
  2. Click the Configure button to open the workflow in the Company level Workflows tool.
    • Assign Workflow Manager. Select the project user who is assigned to this role in the drop-down list at the top of the page. 
    • Assign Distribution Group. Select a distribution group from this list. These users are the individuals who will receive notification emails from Procore when actions are triggered by your workflow steps. 
      Note: The 'Subcontractor Workflow Settings' section is only visible and available if you have enabled the Workflows tool to work with subcontractor progress claims. To learn more, see Configure Advanced Settings: Workflows.
      workflows-subcontractor-workflow-settings.png
  3. Click Save in the Workflows tool. A GREEN 'The workflow settings were successfully updated.' message confirms your new settings and the name of the 'Default Item Manager' and 'Default Distribution List' that you selected appears in the workflow's line item. 

invoicing-workflow-settings-updated.png

  1. Click Save in the Configure Settings page of the Progress Billings tool.