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.
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) |
To configure the advanced settings for the Project level Invoicing tool as an progress claim administrator.
An progress claim administrator should configure the Invoicing tool settings before your team members create any progress claims on a Procore project.
These settings populate the date fields in the 'Set Up Billing Period' prompt when users Create Manual Billing Periods with the Invoicing Tool.
To configure the Default Billing Period settings:
Use these settings to adjust the Invoicing tool's email messages.
To configure the Emails settings:
Use these settings to configure the system's behaviour for subcontractor progress claims:
To configure the Other settings:
These settings are only available if your company enables the Workflows tool and a workflow template is assigned to the project. See Assign a Custom Workflow Template to a Project. To learn how to configure the settings, see Configure a Custom Workflow Template for Subcontractor Progress Claims on a Project.
These settings are only available if your company enables the Workflows tool and a workflow template is assigned to the project. See Assign a Custom Workflow Template to a Project. To learn how to configure the settings, see Configure a Custom Workflow Template for Head Contract Progress Claim on a Project.