Export a Subcontractor Progress Claim from the Progress Billings Tool

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 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.
• Supported File Formats:
  • PDF
  • PDF With Attachments
  • CSV

Prerequisites

• Create a Subcontractor Progress Claim on Behalf of a Progress Claim Contact
  OR
• Submit a New Progress Claim as a Progress Claim Contact for a Progress Billing

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

See Also

• About Subcontractor Progress Claims