Delete a Subcontractor Progress Claim from the Progress Billings Tool

Objective

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

Background

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.
• 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. 

Prerequisites

• You or another user must create a progress claim to delete:
  • Create a Progress Claim on Behalf of a Progress Claim Contact
  • Create an Progress Claim for Release of Retention
  • Submit a New Progress Claim as a Progress Claim Contact

Steps

Choose the following options for deleting a subcontractor progress claim:

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

See Also

• Delete a Subcontractor Progress Claim from the Progress Billings Tool