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Export a Subcontractor Progress Claim from the Progress Billings Tool

 

 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 subcontractor progress claim to a supported file format from the Progress Billings tool. 

Background

If you want to download a digital copy of a subcontractor progress claim, you can choose to export the progress claim in a PDF or CSV file format.  You can also download a PDF with any selected attachments in a ZIP file or as a single PDF. 

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 general contractors, owners, and specialty 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.
  • Supported File Formats:
    • PDF
    • PDF With Attachments
    • CSV

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the Subcontractor tab.
  3. Locate the progress claim to work with. 
  4. Click the Progress Claim # link to open the progress claim in the project's Commitments tool. 
  5. Click the Export button and choose one of these options:
    • PDF. Opens a PDF copy of the progress claim in a new browser window. You can use the download and print controls in this window as needed. See PDF
    • PDF Attachments. Choose this option and then select these options to receive a PDF copy of the progress claim by email. You also have these options in the 'Select, Order and Download Files' menu:
      • To include all of the listed items, mark the Select All to include all available attachments.
      • To include the certain item(s), mark the desired boxes to include a 'Procore Cover Sheet' and any listed attachments. Note: These are the attachments that have been added to the 'Attachments' section of the progress claim. This menu does NOT list items added to the progress claim's Related Items tab.
      • To change the order that the attachments are added to a PDF, click the grab bar pictured below and move the attachment(s) into the desired order. 

        export-pdf-with-attachments.png
         
        • Select the desired format:
          • .ZIP. Click this option to receive the progress claim and attachments in a ZIP file. 
          • Single PDF. Click this button to receive the progress claim and attachments in a single PDF file.
            When you select either one of these formats, a GREEN banner appears to notify you that an email will be sent to you when the files are ready. 

            invoicing-success-banner.png
             
    • CSV. Downloads a Comma Separated Values file named 'payapp.csv' to your browser's specified Download location on your computer. See CSV

Examples

The illustrations below show you an example of each option. 

PDF

Example

The illustration below shows the PDF version of the progress claim. 

Example - Document Summary Sheet

pdf-document-summary-sheet.png

Example - Document Detail Sheet

pdf-document-detail-sheet.png


Return to Steps

CSV

Example

The illustration below shows the CSV version of the progress claim. 

csv-payapp.png