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Export a HC/Client Progress Claim from the Progress Billings Tool

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for head contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      Head Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Subcontractors

      English (Speciality Contractor Terminology)
      Progress Claiming Progress Claiming Progress Billings
      Owner-developer Funding Owner-developer
      Owner/Client Owner/Client HC/Client
      Head Contract Variation Funding Variation Client Contract Variation
      Head Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

Objective

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

Background

To export an owner progress claim to one of the supported file formats.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the Project level Head Contracts tool. 
  • Supported File Formats:
    • CSV
    • PDF
    • PDF with Attachments
  • Limitations:
    • The 'PDF with Attachments' option is not available when using Procore with DocuSign©.

 

Steps

  1. Navigate to the project's Head Contracts tool.
  2. Locate the contract to open.
     Tip
    How to find a contract? Use the Search and Select a Column to Group features to quickly find the contract. 
  3. Click the appropriate Number link to open the contract. 
  4. Click the Progress Claims tab. 
  5. Locate the progress claim to open in the Progress Claims (Payment Applications) tab. 
  6. Click the Progress Claim # link to open it. 
  7. Scroll to the Schedule of Values card and select the desired option from the Column View When Exported drop-down list:
    • Industry Standard. This is the default column layout for an owner progress claim's Schedule of Values.
    • Custom Configuration. If you have customised the column layout of your schedule of values, choose this option to select your custom view before proceeding with the export.  
       Tip
      Do you want your PDF export file to show which variations are being billed against? Apply the Head Contract Variation, Potential Variation, or Variation Request options in the Select Groups to Display menu at the top of the progress claim's Schedule of Values. Procore will include both the variation number and complete title of those items in the PDF.
  8. Click the Export button and choose one of these options from the drop-down menu:
    modern-owner-invoice-export-options (2).png
    • PDF
      Choose this option to download a single PDF of the owner progress claim. A GREEN success banner appears to notify you that the file will be sent to you in an email. Check your email program's Inbox to download the PDF file. 
    • PDF with Attachments
      Choose this option to download a single PDF of the owner progress claim to a ZIP or PDF file. With this option, you have these choices:
      • Export ZIP. Click this button to download the owner progress claim to a ZIP file. You also have the option to download the Procore Cover Sheet and any available attachments: 
        • To download all attachments, place a checkmark in the All Attachments box. 
        • To download all uploaded attachments, place a checkmark next to the Uploaded Attachments box. 
        • To download only specific attachments, place a checkmark next to the desired attachments. 
      • Export PDF. Click this button to download the owner progress claim as a single PDF file. Note: If you try to include one or more of the Uploaded Attachments, this button is greyed out because you cannot export attachments to a single PDF file. 
    • CSV
      Choose this option to download a CSV file. This option downloads the progress claim's Schedule of Values in a table format that includes all available columns.