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Procore

Revise & Resubmit a Progress Claim as a Progress Claim Contact in the Progress Billings Tool

 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 revise & resubmit any line items that were rejected on a subcontractor progress claim

Background

After an progress claim contact submits a new subcontractor progress claim, an progress claim administrator must review your progress claim before it is approved for payment. For details, see Review a Subcontractor Progress Claim as an Admin.

As a progress claim contact, you may have been granted sufficient access permissions to view the status of the individual line items after this review. For each line item on the progress claim, you are informed of the status as follows:

  • Lines with a green checkmark icon-inspections-pass.png indicate the line item was Approved.
  • Lines with a red x icon-inspections-fail.png indicate the line item was Rejected. The progress claim manager might also enter an explanation for the rejection in the 'Comments' column. 

If a line item is rejected, the progress claim's status is updated to 'Revise & Resubmit.' This allows the progress claim contact to review the rejected line items on the progress claim and adjust the values on those line items as needed. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
      OR
    • 'Standard' level permissions on the project's Commitments tool and you must be added as an 'Invoice Contact' on the commitment. See Add Progress Claim Contacts to a Purchase Order or Subcontract.
       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.

       

Prerequisites

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the Subcontractor tab.
  3. Click the progress claim to work with from the list. 
  4. Click Edit.
  5. Review the progress claim. 
  6. On the Detail tab, keep the following in mind:
    • Line items with a green checkmark icon-inspections-pass.png have been approved by the company you are billing.
    • Line items with a red X icon-inspections-fail.png have been rejected by the company you are billing. Check the entry in the 'Comment' column for a rejection reason. 
      review-invoice-as-sub.png
  7. Adjust the line item amounts as appropriate. 
  8. Choose from these options:
    • If you are not ready to submit your progress claim for review, click Save.
      OR
    • If you are ready to submit your progress claim for review, click Submit for Review.