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Forward a Subcontractor Progress Claim by Email 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 forward a subcontractor progress claim to a Procore user by email from the Progress Billings tool. 

Background

You can use the controls in the Emails tab on a progress claim to forward the progress claim to users in the Project Directory who have been granted 'Read-Only' level permissions to the 

Things to Consider

  • Required User Permissions:
    • 'Standard' and '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.
  • Additional Information:
    • You can only forward a progress claim to a Procore user that exists in the Project Directory.
    • To forward a progress claim to a Procore user, the person's user profile must have a valid email address in the Project Directory. To learn more about adding users, see What permissions do I need to add users to a Procore project?

Steps

  1. Navigate to the Emails Tab
  2. Forward the Progress Claim

Navigate to the Emails Tab

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor tab. 
  3. Locate the progress claim that you want to send in the table. Then click its Number link to open it. 
  4. Click the Emails tab in the progress claim. 

Forward the Progress Claim

  1. In the Emails tab, click the New Email button. 
  2. Under the 'Forward Progress Claim' area, do the following:
    • To
      Select the desired recipient(s) from the drop-down list. 
    • Cc
      Select any desired recipient to receive a carbon copy of the email. 
    • Private
      Indicates privacy settings for the progress claim. When a submittal is marked 'Private', it is only visible to users with 'Admin' level permissions on the project's Commitment tool. 
    • Title
      The descriptive name that best summarises the information in the submittal. 
    • Attachments
      Attach any relevant files. You have these options:
      • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
        OR
      • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.
    • Message
      Enter the body of your email message.
  3. Click Send. 
    Procore sends the email to all of the recipients. A copy of the email and any replies are stored as a communication thread in the Emails tab of the progress claim.