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Export a HC/Client 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 export a HC/Client progress claim as a CSV, PDF or PDF with Attachments from the Progress Billings tool.

Background

You can export an owner progress claim to the CSV or PDF file format. You also have the option to download the progress claim and any attachments to a PDF file. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Client Contracts 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.
  • For customers using the DocuSign© integration:
    • The Export PDF option to include attachments is not available on HC/Client progress claims. 

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the HC/Client tab. Then click the client contract that you want to work with.
  3. Click the Progress Claims tab.
  4. Locate the contract associated with the progress claim. Then click View.
  5. In the contract, click the Progress Claims tab.
  6. In the progress claim, click the Export drop-down menu and select one of these options:
    export-drop-down.png
    • CSV
      If you choose this option, Procore exports the data to the CSV file format. 
    • PDF
      If you chose this option, Procore exports the data to the PDF file format. 
    • PDF with Attachments
      If you choose this option, mark the checkboxes that you want to apply under 'Select, Order and Download Files'. Then click one of these buttons:
      export-pdf-with-attachments-select.png
      • .ZIP
        Click this button to download the PDF to a ZIP file. 
      • Single PDF
        Click this button to export the single PDF. Procore emails the PDF file to your user account's email address. 
         Note
        • Only PDF attachments can be combined into a single PDF, if other file types are used as attachments they will not be available as a single PDF.