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(Beta) Submit a New Progress Claim as a Progress Claim Contact for a Progress Billing

 Phased Release: Modernised Subcontractor Progress Claim Experience
This page details the modernised subcontractor progress claim experience. 
 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
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 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. 

Things to Consider

Steps

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. 
  • New Value.*
    Enter a new value to reflect the value of the line item being billed this period on the new progress claim. 
  • 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:

save-as-draft-or-send-buttons.png

  • If you are NOT ready to send the progress claim, click Save as Draft. This sets the progress claim's status to Draft. 
     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. 
    OR
  • If you are ready to send the progress claim, click Send. This automatically sets the progress claim's status to Under Review.
     Important