(Beta) Submit a New Progress Claim as a Progress Claim Contact for a Progress Billing
Note
If you have the generally available version of subcontractor progress claims, follow the steps in Submit a New Progress Claim as a Progress Claim Contact instead.Limited Release
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 submit a new subcontractor progress claim as an progress claim contact after accepting an 'Invite to Bill.'
Background
If you are the designated progress claim contact for a purchase order or subcontract, the company you are performing work for creates a billing period to define the 'Billing Date' for submitting your progress claim. After the billing period is created, the progress claim administrator has the option to send you an email message with the subject line, "Project Name: User Name has invited you to bill." The invite is a courtesy reminder to help ensure that a progress claim is created and submitted before the due date.
- If you receive and accept the 'Invite to Bill' (see Accept or Decline an 'Invite to Bill' as a Progress Claim Contact), you can then follow the steps below.
- If you have not received an 'Invite to Bill', the company you are performing work for may opt to submit the progress claim on your behalf. If this is the case, confirm the process you will use to submit your progress claims. The company will complete the steps to Create a Progress Claim on Behalf of a Progress Claim Contact.
Things to Consider
Prerequisites
Steps
- Step 1: Enter a Progress Claim Number
- Step 2: Update the Schedule of Values
- Step 3: Add Attachments
- Step 4: Save or Submit a Progress Claim
Step 1: Enter a Progress Claim Number
Step 2: Update the Schedule of Values
The Unit-Based accounting method requires you to enter a quantity and unit price for each line item on the SOV. With this method, Procore automatically calculates line item totals for you.
Note
An asterisk (*) in the list below indicates that you can edit the value of the SOV line item on your progress claim.- Quantity
Shows the total number of units for the line item. - Unit Price
Shows the expense incurred for each unit for the line item. - Value
Shows the total dollar amount of the line item. This is the sum of the Unit Price + Quantity values. - Previous Quantity
Shows the total number of units progress claimd in previous billing periods. - Previous Value
Shows the total dollar amount progress claimd in previous billing periods. - Total Progress %.*
Enter a percentage amount that reflects your total progress. Your entry must reflect the cumulative progress of any previous billing periods and the current billing period. - New Quantity.*
Enter a new quantity to reflect the quantity being billed this period on the new progress claim.Note
A
calculator icon indicates that Procore automatically calculates the line item's Amount based on the entries in the Qty, UOM and Unit Cost fields. Click here to see an example. - New Value.*
Enter a new value to reflect the value of the line item being billed this period on the new progress claim.Note
A
warning icon indicates a user's Amount entry overrides the automatic calculation with a custom amount. Click here to see an example. - Retention Released.*
Enter a dollar amount of retention to be released this billing period. - Total Retention
Shows the total dollar amount of retention to be released for the line item.
Step 3: Add Attachments
Step 4: Save as Draft or Send for Review
If you are ready to submit the progress claim for review, you may do so now. If you want to submit the progress claim at a later time, you have the option to save the progress claim. Choose one (1) of these options:
- If you are NOT ready to send the progress claim, click Save as Draft. This sets the progress claim's status to Draft.
OR
Tip
If you want to email a copy of your progress claim to others before submitting it for review, Procore recommends following the steps in Export a Subcontractor Progress Claim. You can then add your progress claim as an attachment to a message using your company's email system. - If you are ready to send the progress claim, click Send. This automatically sets the progress claim's status to Under Review.
Important
- You will NOT be able to edit the progress claim after you send it unless a progress claim administrator changes the progress claim's status to 'Revise & Resubmit.' For details, see Review a Subcontractor Progress Claim as an Admin.
- To learn more about statuses, see What are the default statuses for Procore progress claims?