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Preview a Subcontractor Progress Claim from the Progress Billings Tool

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 Phased Release: New Admin & Collaborator Views for Subcontractor Progress Claims
On March 23, 2022, the modernised subcontractor progress claim experience was turned ON in all Procore project's using Procore's Progress Claim Management tools. To give you time to preview the design changes, Procore is providing users with the option to switch between the modernised and legacy experience until September 2023. After September 2023, the ability to exit out of the new experience will be removed and the legacy experience will no longer be available in Procore. To learn more, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.
 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:
    • To create a new subcontractor progress claim in response to an 'Invite to Bill' before the 'Due Date' of the billing period, 'Read Only' level permissions on the project's Commitments tool and you must be the designated 'Invoice Contact' on the purchase order or subcontract.
       Notes
      • Adding a progress claim contact to a purchase order or subcontract also adds the person to the 'Private' list.
      • If you are the designated progress claim contact and want to submit a progress claim after the 'Due Date,' you must contact the company you performed the work for to request that they create the progress claim on your behalf. See Create a Progress Claim on Behalf of a Progress Claim Contact. Progress Claim contacts cannot submit progress claims in Procore after the due date passes. 
      • If you are the designated progress claim contact and cannot find the 'Invite to Bill' that you were sent, you do NOT need the email message to create a new progress claim. As long as it is before the 'Due Date', you can log in to Procore and navigate to the Commitments tool to create the new progress claim for the purchase order or subcontract.

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.