Skip to main content
Procore

Export a Subcontractor Progress Claim from the Progress Billings Tool

  1. Last updated
  2. Save as PDF
 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 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 

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