Progress Billings

 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)

With Procore's Progress Billings tool, your company can simplify the progress billings collection, review, and approval process on all of your construction projects. Progress Billings that once took days to complete, can now be processed in a few minutes using Procore's paperless progress billings management features. The Progress Billings tool is designed specifically for Procore users with  'Admin' permission on the Commitments and/or Client Contracts tool.

  • Generate accurate progress billings for owner and subcontractor contracts
  • Streamline the collection, review, and approval process with billing stakeholders
  • Increase confidence that progress billings amounts match work completed to reduce rework and prevent overbilling
 Note

flag-us.png If your company is in the United States and your Procore Administrator has enabled the General Contractors English (United States) dictionary in your environment, GC/Client progress claims are called Owner Progress Claims. If you have the Owners English (Owner Terminology V2) dictionary, they are called Funding Progress Claims.

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Progress Billings
 Tip

To browse and search all Procore training videos, visit our video library.

Set Up Progress Billings - Specialty Contractor
 
Create Client Progress Billings - Specialty Contractor
 
Create Subcontractor Progress Billings on Behalf of a Subcontractor - Specialty Contractor
 
Send Subcontractor Progress Billings Invitations - Specialty Contractor
 
Review Progress Billings - Specialty Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Speciality Contractor as Client - Set Up Progress Billings

 

Speciality Contractor as Client - Create Client Progress Billings

 

Speciality Contractor as Client - Create Subcontractor Progress Billings on Behalf of a Subcontractor

 

Speciality Contractor as Client - Review Progress Billings

 

Speciality Contractor as Client - Send Subcontractor Progress Billings Invitations

 

 

Progress Billings

User access to the Progress Billings tool depends on the user's access permission to the contract in the Client Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Progress Billings tool. 

Progress Billings

Job Role None Read Only Standard Admin
Add Progress Claim Contacts to a Purchase Order or Subcontract from the Progress Billings Tool       icon-mindtouch-table-check.png 1
Add a New Payment to the Payments Issued Tab of the Progress Billings Tool       icon-mindtouch-table-check.png 1
Bulk Edit the Status of Subcontractor Progress Claims in the Progress Billings Tool       icon-mindtouch-table-check.png 1
Bulk Send Subcontractor Progress Claims to DocuSign® from the Progress Billings Tool       icon-mindtouch-table-check.png 1
Compile Progress Claim Backups in the Progress Billings Tool       icon-mindtouch-table-check.png 1
Configure Settings: Progress Billings       icon-mindtouch-table-check.png 1
Create Automatic Billing Periods in the Progress Billings Tool       icon-mindtouch-table-check.png 1
Create Manual Billing Periods in the Progress Billings Tool       icon-mindtouch-table-check.png 1
Create a Payment Received for a HC/Client Progress Claim with the Progress Billings Tool       icon-mindtouch-table-check.png 1
Create a Payment Program from the Progress Billings Tool       icon-mindtouch-table-check.png 1
Delete a Subcontractor Progress Claim from the Progress Billings Tool        icon-mindtouch-table-check.png 1
Edit a Billing Period with the Progress Billings Tool       icon-mindtouch-table-check.png 1
Edit a Configurable PDF of a HC/Client Progress Claim in the Progress Billings Tool       icon-mindtouch-table-check.png 1
Email a HC/Client Progress Claim from the Progress Billings Tool       icon-mindtouch-table-check.png 1
Enable the Payments Issued Tab on a Commitment from the Progress Billings Tool       icon-mindtouch-table-check.png 1
Export a Subcontractor Progress Claim from the Progress Billings Tool       icon-mindtouch-table-check.png 1
Export the Subcontractor Invoicing Page from the Progress Billings Tool       icon-mindtouch-table-check.png 1
Forward a Subcontractor Progress Claim by Email from the Progress Billings Tool       icon-mindtouch-table-check.png 1
Update a Subcontractor SOV as a Progress Claim Administrator from the Progress Billings Tool   icon-mindtouch-table-check.png  icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 1
Preview a Subcontractor Progress Claim from the Progress Billings Tool   icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png
Revise & Resubmit a Progress Claim as a Progress Claim Contact in the Progress Billings Tool     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 1
Search, Filter and Group Progress Claims in the Progress Billings Tool       icon-mindtouch-table-check.png 1
Send an 'Invite to Bill' to a Progress Claim Contact from the Progress Billings Tool       icon-mindtouch-table-check.png 1
Set Retention on a Subcontractor Progress Claim as a Progress Claim Administrator in the Progress Billings Tool       icon-mindtouch-table-check.png 1
Set or Release Retention for All Line Items on a HC/Client Progress Claim from the Progress Billings Tool       icon-mindtouch-table-check.png 1
Update a Subcontractor Schedule of Values as a Progress Claim Administrator from the Progress Billings Tool       icon-mindtouch-table-check.png 1
Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Progress Billings Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 1
Update and Set Up DocuSign® on a HC/Client Progress Claim with the Progress Billings Tool       icon-mindtouch-table-check.png 1

1 To perform this task from the project's Progress Billings tool, users must be granted 'Admin' level permissions on the project's Commitments tool.   

2 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a progress claim contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list. 

Commitments

The following table highlights which user permissions are required to perform the described user action with the Progress Billings tool.

Task None Read Only Standard Admin
Accept or Decline an 'Invite to Bill' as a Progress Claim Contact   icon-mindtouch-table-check.png 4    
Add Progress Claim Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add a Subcontractor SOV to a Commitment       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Create a Progress Claim on Behalf of a Progress Claim Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a Subcontractor Progress Claim for Release of Retention     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Create Progress Claim Contacts       icon-mindtouch-table-check.png
Create a Payment Received for a Head Contract       icon-mindtouch-table-check.png
Delete a Subcontractor Progress Claim from the Commitments Tool       icon-mindtouch-table-check.png
Enable or Disable a Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Forward a Subcontractor Progress Claim by Email     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Review a Subcontractor Progress Claim as an Admin       icon-mindtouch-table-check.png
Review Progress Claim Line Items as an Progress Claim Contact     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Revise & Resubmit a Progress Claim as a Progress Claim Contact     icon-mindtouch-table-check.png 4  
Send an 'Invite to Bill' to a Progress Claim Contact       icon-mindtouch-table-check.png
Set or Release Retention on a Subcontractor Progress Claim     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Submit a New Progress Claim as a Progress Claim Contact   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Commitments Tool   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png

1 To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Progress Claim Contact on the commitment. See Add Progress Claim Contacts to a Commitment

2 To perform this task, users must have 'Standard' permission on the project's Commitments tool or be designated as a progress claim contact on the commitment. See Add Progress Claim Contacts to a Commitment

3 To perform this task and to release retention during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as a progress claim contact on the commitment. See Add Progress Claim Contacts to a Commitment. To set retention, you must be a user with 'Admin' level permissions on the Commitments tool.  

4 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a progress claim contact on the purchase order or subcontract.

5 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a progress claim contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list. 

 Below are the notable changes to the project's Invoicing tool (also known as the Progress Billings tool in some accounts).

Recent Changes

Beta Automated Movement of Stored Materials on Progress Claims (12/08/2024)

Procore implemented a configuration that, when enabled, automatically moves Stored Materials balances to the Work Completed from Previous Application column on the next progress claim created. This configuration applied to both Owner and Subcontractor Progress Claims. To access the new stored materials functionality, teams must join the Closed Beta program for Automated Movement of Stored Materials. For information, contact your Procore point of contact. To learn more, see About Stored Materials.

Beta Bill for stored materials on unit/quantity-based Contracts (15/08/2024)

Teams participating in the Owner Progress Claim and Subcontractor Progress Claim Beta programs can now bill for stored materials using the ‘Unit/Quantity-Based’ accounting method. Billing for stored materials on progress claims helps contractors recover costs and ensures accurate documentation by differentiating between installed and stored materials. To access the new stored materials functionality, teams must join the Closed Beta program for Unit/Quantity-Based contracts for each progress claim type. For information, contact your Procore point of contact. To learn how to use the functionality, see About Stored Materials on Progress Claims.

Include Procore Pay Lien Waivers in Subcontractor Progress Claim Backups (12/08/2024)

Procore has updated the Project level Invoicing tool for payors using Procore Pay. Now, when compiling a subcontractor progress claim backup, the system includes any first- and sub-tier lien waivers in the downloadable PDF backup file. This enhancement streamlines documentation, providing comprehensive proof of payment and supporting documents need to efficiently resolve non-payment disputes. See Compile Subcontractor Progress Claim Backups with the Invoicing Tool

Improved File Names for Subcontractor Progress Claim Backup PDFs (12/08/2024)

Whenever a user compiles a subcontractor progress claim backup, Procore sends the user an email when the file is ready to download. Before this update, Procore always named the backup file "subcontractor_invoice_backup.pdf". To improve clarity and ease of identification, Procore now automatically appends the project name, project number, date and time of the compile in the file name. For an example, see Compile Subcontractor Progress Claim Backups with the Invoicing Tool

Improved Sorting in Subcontractor Progress Claim Backup PDFs (06/08/2024)

When compiling subcontractor progress claim backups, Procore now sorts progress claims by 'Contract #' in ascending order. It also applies a secondary sort by 'Invoice Position' number. This improves the clarity and organisation of the progress claims included in the downloadable backup file. To learn more, see Compile Subcontractor Progress Claim Backups with the Invoicing Tool

Variation Titles Now Display on Owner Progress Claim PDFs (25/07/2024)

Now, when you export owner progress claim PDFs, you will see the complete titles of your variations, not just the numbers, bringing clarity and ease to your invoicing process. Before exporting, simply apply the Head Contract VariationPotential Variation, or Variation Request options to the Schedule of Values using the 'Select Groups to Display' menu for both the 'Industry Standard' and 'Custom Configuration' column views. To learn more, see Export Head Contract Progress Claim.

Improved Subtotals Display on Owner Progress Claim PDFs (22/07/2024)

To enhance the consistency and clarity of continuation sheets on exported owner progress claim PDFs, Procore updated group subtotals to appear at the bottom of each group, instead of at the top within the row group heading. Additionally, any extra groupings were also displayed at the bottom, aligning with industry expectations for a cleaner, more organised presentation. To learn how to export an owner progress claim, see Export Head Contract Progress Claim.

Beta Prefill Owner Progress Claim Retention Amounts on Head Contract Progress Claim (16/07/2024)

For users participating in the Owner Progress Claim Beta program, you can now automatically populate retention amounts from subcontractor progress claims. The owner progress claim prefill feature reduces manual entry and ensures accurate entry of held and released retention amounts. To learn more, see How does Procore automatically complete amounts on an owner progress claim? (Beta) and Create Head Contract Progress Claim (Beta).

Updated Export > PDF with Attachments Option for Subcontractor Progress Claims (24/05/2024)

Procore has updated the Export > PDF with Attachments menu option to download the compiled PDF file with attachments directly to your computer. Before the update, Procore send the PDF to you by email when the progress claim and attachments were ready. To learn more, see Export a Subcontractor Progress Claim.

IMPROVED ROW GROUPS ON OWNER INVOICE SCHEDULE OF VALUES (24/05/2024)

When you create a new owner progress claim, the row groups on the new progress claim's Schedule of Values now mirror the user's most recent groupings from the previous progress claim. This consistency makes data entry easier, especially when users create new progress claims for progress payments. To learn how to create a progress claim, see Create Head Contract Progress Claim

Customise OWNER INVOICE NUMBERING System ON MODERNISED EXPERIENCE (20/05/2024)

For users on the modernised owner progress claim experience, Procore has updated its progress claim numbering system. Users can now create a customised numbering scheme that automatically increments to the next number in the sequence when creating future progress claims. To learn more, see Can I customise the numbering system for financial objects in Procore?

Budget Changes on Owner Invoicing (13/05/2024)

Budget Changes is now available on owner invoicing. The highly-anticipated feature allows clients to directly include approved budget changes in head contract progress claim, improving transparency with the use of contingency funds. Users can simplify their billing process and reduce the need for separate Head Contract Variations. This feature is only available for clients that are opted into the Modernised Owner Progress Claim Experience and are migrated to the new Budget Changes tool. To learn more, see About Budget Changes on Head Contract Progress Claim.

improved navigation for schedule of values (19/04/2024)

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates. 

Head Contract Progress Claim added to Workflows Open Beta (13/03/2024)

Head Contract Progress Claim has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Progress Claim Workflow.

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETENTION IS RELEASED (24/04/2023)

Subcontractor progress claims have a new warning banner that will appear when retention is released. The banner will appear from the Schedule of Values (SOV) card once retention amount is entered and released. See Set or Release Retention on a Subcontractor Progress Claim.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Progress Claim Experience Date (26/01/2023) 

The option to switch between the beta and legacy subcontractor progress claim experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.