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Preview a Subcontractor Progress Claim from the Progress Billings Tool

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 Phased Release: Modernised Subcontractor Progress Claim Experience
This page details the modernised subcontractor progress claim experience. 
 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 view the summary preview for a subcontractor progress claim from the Progress Billings tool. 

Background

After you create a new subcontractor progress claim, you can preview what it will look like in its final format by expanding the 'Summary Preview' container in the progress claim. 

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • You must submit your progress claim before the 'Due Date' on the progress claim. 

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the HC/Client tab. 
  3. Locate the progress claim that you want to preview in the table.
  4. Click its Number link open it. 
  5. Scroll to the 'Summary Preview' area.
  6. Click the arrow to expand the preview.