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Create a Subcontractor Progress Claim for Release of Retention

Objective

To create a subcontractor progress claim for the release of retention

Background

The first step in releasing retention on a project is to create a subcontractor progress claim. There are two ways to create a progress claim in the Progress Billings tool: 

The steps below summarise how to create and submit a progress billing to release retention.

 Important
When creating an progress claim to release retention, it is important to ensure the progress claim is in the 'Draft' status before you enter the retention amounts on the progress claim's Detail tab. 

Things to Consider

 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 general contractors, owners, and specialty 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.
  • Required User Permissions:
    • To set and release retention when editing a progress billing before, during or after the current billing period, 'Admin' level permissions on the project's Commitments tool.
      OR
    • To release retention when editing a progress billing during the current billing period only, 'Standard' level permissions on the project's Commitments tool and you must be the designated 'Invoice Contact' on the commitment. Progress Claim contacts are automatically added to the 'Private' drop-down list on the commitment. If you have these permissions, see these tutorials: Send an 'Invite to Bill' to a Progress Claim Contact and Submit a New Progress Billing as a Progress Claim Contact
      OR
    • Read about the alternative permissions option: Show/Hide  
      • Some Procore customers choose to grant external users access permissions to the project's Commitments tool to allow them to create progress claims. The following options is available, but NOT recommended: 
        • 'Read Only' level permission on the project's Commitments tool and designated as an 'Invoice Contact' ​​​​​​on the purchase order or subcontract. If users are granted these permissions, they have permission to modify the retention amount to release on a progress claim before a billing period's 'Due Date'. 
  • Additional Information:
    • You can only create progress billings for commitments (i.e., purchase orders and subcontracts).  
    • If you are the progress claim contact for the 'Contract Company' on the commitment, you have these options for submitting a progress billing:
    • If there are multiple progress billings for a single billing period, you can only edit the billed amounts on the most recently created billing.
    • If the contractor will create a payment program once the progress claim is approved, enter the amounts for the work you are claiming this period in the 'Proposed Amount' column of the progress billing detail. In order for this column to appear, the payment program feature must be enabled in the 'Configure Settings' page of the Progress Billings tool. See Configure Settings: Progress Billing

Prerequisites

Steps

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor tab.
  3. Locate the progress billing to update in the table. Then click its Progress Claim # link to open it.
    This opens the progress billing in the project's Commitments tool. 
     Note
    You must have the required user permissions detailed above to view a progress billing in the project's Commitments tool. 
  4. Under the Summary tab, verify that the information is as you want it. 
  5. Click the Detail tab.
  6. Click Edit.
  7. Scroll to the Retention columns in the table.
  8. Under the Retention - Released this Period section, enter an amount to show the retention being released this billing period.
  9. Under the Retention - Currently Retained column, the system automatically updates the retention amount that is being withheld.
  10. Optional. If the contractor will create a payment program once the progress billing is approved, enter the amounts for the work you are claiming this period in the Proposed Amount column.
     Note
    In order for the 'Proposed Amount' column to appear, the payment program feature must be enabled in the 'Configure Settings' page of the Progress Billings tool. See Configure Settings: Progress Billings.
  11. Click Save.
  12. Optional. If the progress claim administrator requires you to include a signed copy of the PDF, complete the following steps:
    1. Choose Export > PDF.
    2. Sign the PDF.
       Tip

      How do you add a signature to a PDF? Depending on your specific business requirements, there are different options you can evaluate to determine the best option for you:

      • Wet Signature. You can print out the exported PDF file and add a physical signature. Then use a scanner or camera to capture the signed document and add it to your progress claim as an attachment. 
      • Electronic Signature. You can add a digital or electronic signature to the progress claim. There are a variety of third-party software vendors, such as DocuSign© and Adobe® Acrobat™, that provide signature capabilities for PDF files. After you sign the document, add it to your progress claim as an attachment. 
  13. Click the Summary tab.
  14. Click Edit.
  15. In the Attachments section, upload any required backup documentation, such as lien waivers and the signed export PDF.
  16. Choose from the following options:
    • If you are ready to submit the progress claim to the contractor, click Submit for Review. This changes the progress claim status to Under Review
    • If you are NOT ready to submit the progress claim, click Save. This sets the progress claim status to Draft.
       Important
      After submitting a progress billing, you can no longer edit it unless its status is changed to Revise & Resubmit.