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Search, Filter and Group Progress Claims in the Progress Billings Tool

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 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 search, filter and group your project's subcontractor and HC/Client progress claims in the project's Progress Billings tool.

Background

The Invoicing tool organises your project's progress claims on two tabs:

  • The Subcontractor tab lists all of your project's subcontractor progress claims.
  • The HC/Client tab lists all of your project's HC/Client progress claims. 

Both tabs allow you use to the search feature to locate specific progress claims. You can also group your data and add filters to your results to narrow the number of items displayed on each tab. 

Things to Consider

Steps

Search for Progress Claims

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor or HC/Client tab.
    Note: The search function is not available on the Billing Periods tab.
  3. Enter your search terms in the Search box.
     Note

    Procore searches the following fields for matches:

    • For head contract progress claim: Progress Claim #, Contract #, Contractor and the Architect/Engineer.
    • For subcontractor progress claim: Progress Claim #, Commitment #, Comment, and Contract Company.
  4. Click the magnifying glass or press ENTER to search through all of the line items on the selected tab. 

Add Groups and Filters to Progress Claims

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor or HC/Client tab.
  3. Click the Add Group drop-down list. Then select one of these options:
    • On the Subcontractor tab: Contract Company, Progress Claim Status, Payment Status or Billing Period.
    • On the HC/Client tab: Client Contract, Progress Claim Status or Payment Status. 
  4. Click the Add Filters drop-down list. Select one or more filters to apply: 
    • Contract Company
    • Billing Period
    • Progress Claim Status
    • Payment Status
    • Contract Type