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(Beta) Create a Subcontractor Progress Claim on Behalf of a Progress Claim Contact

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 Phased Release: Modernised Subcontractor Progress Claim Experience
This page details the modernised subcontractor progress claim experience. 
 Note
If you have the legacy version of subcontractor progress claims, follow the steps in Create a Progress Claim on Behalf of a Progress Claim Contact instead of the ones below.
 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

Background

If your company or project doesn't want to grant external collaborators access permission to your Procore project so they can submit their own progress claims, your team can collect the digital or paper progress claims from your progress claim contacts outside of Procore. Once collected, progress claim administrators can create them in Procore on each progress claim contact's behalf. 

Things to Consider

  • Required User Permissions
  • Additional Information:
    • A progress claim administrator can:
      • Create progress claims for all of a project's commitments.
      • Edit amounts on a Schedule of Values when the progress claim is in the Draft or Revise & Resubmit status. When multiple progress claims exist for one commitment during one billing period, you can only amounts on the latest progress claim.
      • For users legally required to provide claimants with a payment program, see  Export a Payment Program.
      • Revise the 'Payment Due Date' on the progress claim for Early Pay Programs.

Prerequisites

To perform the Steps in this tutorial, the progress claim's commitment must have:

In addition, a progress claim administrator must create a billing period for the progress claim. See Manage Billing Periods. 

Steps

  1. Open the New Progress Claim Page
  2. Update the General Information Card
  3. Update the Schedule of Values Card
  4. Set an Release Retention on SOV Line Items
  5. Add Attachments
  6. Save the Progress Claim

Open the New Progress Claim Page

Users always create progress claims in the project's Commitments tool. 

  1. Navigate to the project's Commitments tool.
  2. Find the commitment to create a progress claim for in the 'Contracts' tab. 
  3. Click the Number link to open it. 

    open-a-commitment.png
     
  4. At the top of the commitment, click Create and choose Create Progress Claim from the menu.
     Tip
    Is the 'Create Progress Claim' option inactive? To learn why, hover your mouse cursor over the tooltip. This option only activates when Prerequisites are met. 
    create-create-invoice.png

    This opens the 'New Progress Claim for [Contract Number]' page so you can update the General Information card. 

Update the General Information Card

In the New Progress Claim page, update the General Information card. Once updated, continue by updating the Schedule of Values. 

 Note
The element circled in ORANGE is only available with Procore Pay. 

sub-invoice-general-info-with-pay.png

new-sub-invoice-general-information-card.png

  • Learn how to update the General Information card as a progress claim administrator: Show/Hide      

    • General Information Card

      This table details the elements in the 'General Information' card. An progress claim administrator can update this information when creating or editing a progress claim of behalf of an progress claim contact. 

      Element Field Type Description Learn More
      Contract Company Read Only Shows the name of the subcontracting company designated as the 'Contract Company' on the commitment. To change the company name that appears:
      Status* Drop-down list Accept the default status (Draft) or select a different status from the drop-down list. 
      • When a progress claim is ready for review, remember to change its status to Under Review.
      • Once reviewed, remember to change its status to Approved or Revise and Resubmit. 
      		 What are the default statuses for Procore progress claims?
      Progress Claim # Alphanumeric text Procore automatically assigns progress claim numbers in sequence using its default numbering system or the custom numbering system defined for your project's progress claims.  Read Can I customise the numbering system for financial objects in Procore? before changing this number. 
      Billing Period* Drop-down list Accept the billing period that appears by default or select any billing period from the drop-down list. 

      Note: Progress Claim contacts and users with 'Standard' level permissions on the Commitments tool can only select a billing period when a progress claim is NOT already associated with it.       		 Only progress claim administrators can Create Billing Periods.
      Billing Date* Calendar control Shows the billing date for the selected billing period. You can change the date for this progress claim with the calendar control. Only progress claim administrators can Create Billing Periods.
      Period Start* Calendar control Shows the start date for the selected billing period. You can change the date for this progress claim with the calendar control. Only progress claim administrators can Create Billing Periods.
      Period End* Calendar control Shows the end date for the selected billing period. You can change the date for this progress claim with the calendar control.

      Note: To help project managers track how progress claims impact a project's budget, the 'Billing Period' date on a progress claim aligns with the work performed on a project.      		 Only progress claim administrators can Create Billing Periods.
      Billing Type: Progress Billing
             		 Option button Requires Procore Pay

      If the subcontractor is submitting progress billings for an ongoing project, choose this option.      		 When your company has Procore Pay, this setting works with the Invoicing Settings for Progress Conditional and Progress Unconditional lien waivers. See Enable Lien Waivers & Set Default Templates on Projects.
      Billing Type: Final Billing
             		 Option button Requires Procore Pay

      If the subcontractor is submitting a one-time progress claim or if this is the final progress claim for an ongoing project, choose this option.       		 When your company has Procore Pay, this setting works with the Invoicing Settings for Final Conditional and Final Unconditional lien waivers. See Enable Lien Waivers & Set Default Templates on Projects.
      Submitted Date Calendar control Select the date the progress claim was submitted to your company by the subcontractor.  Typically, this is printed on the progress claim that you received from the subcontracting company. 

Set and Release Retention on SOV Line Items

Add Attachments

  1. Scroll to the 'Attachments' section. 
  2. Choose from these options:

    admin-view-attachments-section.png
    • Click the Attach Files button. This opens the Attach Files dialogue box, where you can upload files from your computer. Click the Attach button when finished. 
      OR
    • Use a drag-and-drop operation to move the files from your computer or network into the 'Attachments area'. 

Save the Progress Claim

Click the Save button at the bottom of the 'New Progress Claim' page. 
Note: If workflows are turned on for subcontractor progress claims, you can also choose 'Save as Draft' to save your work and stay in the same workflow step.

Send a Progress Claim with DocuSign©  

Optional: If your project team wants to collect signatures on your progress claims using the Procore + DocuSign© integration, click the Send with DocuSign© button at the top of the page. To use this button, the DocuSign© integration must be enabled on the project (see How do I enable the DocuSign® Integration?) and the progress claim must be in the Approved, Approved as Noted or Pending Approval status. To learn more about the DocuSign© integration and preparing envelopes for signature, see DocuSign®.

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