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Delete a Subcontractor Progress Claim from the Progress Billings Tool

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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 delete a subcontractor progress claim from a purchase order or subcontract using the project's Progress Billings tool. 

Background

You can use the steps below to delete a subcontractor invoice from a purchase order or subcontract. Once deleted, the data is permanently removed from Procore and cannot be retrieved. 

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 language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • 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:
    • Delete actions are recorded in the Change History tab on the purchase order or subcontract. 
  • Limitations:
    • Once deleted, the data is permanently removed from Procore and cannot be retrieved. 

Steps

Choose the following options for deleting a subcontractor progress claim:

Delete a Progress Claim from the Progress Claims Tab

  1. Navigate to the project's Invoicing or Progress Billings tool. 
     Note
    The name of the Procore tool in your environment depends on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
  2. Click the Subcontractor tab. 
  3. Locate the progress claim that you want to delete. Then click its Contract link. 
    This action opens the contract associated with the selected progress claim in the project's Commitments tool. 
  4. In the contract, click the Progress Claims tab. 
  5. Locate the progress claim to delete in the 'Invoices (Commitment progress claims)' section. You can only delete the most recent progress claim on a commitment. The click the RED (x) icon. 

Delete a Progress Claim from the Contract's 'Invoice (Commitment progress claim)' Page

  1. Navigate to the project's Invoicing or Progress Billings tool. 
     Note
    The name of the Procore tool in your environment depends on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
  2. Click the Subcontractor tab. 
  3. Locate the progress claim that you want to delete. You can only delete the most recent progress claim on a commitment. Then click its Progress Claim # link. 
    This action opens the contract associated with the selected progress claim in the project's Commitments tool. The Summary tab is visible by default. 

    delete-subcontractor-invoice-button.png
  4. Click the Delete button. 

 

See Also