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Procore Support (en-au)

Delete an Progress Claim in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To delete an progress claim that exists in the Contract Room in Portfolio Financials.

Background

The Contract Room is a shared portal where vendors can submit variations and progress claims directly to the project team for approval throughout the duration of the project. The Progress Claims tab of the Contract Room is where progress claims can be added, managed and reviewed.

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' permissions must have access to the contract associated with the invoice, or access to the relevant Invoice Room. 
  • Additional Information:
    • Deleting an progress claim in Portfolio Financials is permanent. If you delete an progress claim, it cannot be retrieved. 

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker
    Note: Cost items with a Contract Room are marked with a ribbon  icon.
  2. Click the Progress Claims tab.
  3. Click the progress claim you want to delete.
  4. Click the vertical ellipsis  icon and select Delete.
     Warning
    Deleting an progress claim in Portfolio Financials is permanent. If you delete an progress claim, it cannot be retrieved. 
  5. Click Delete to confirm that you want to permanently delete the progress claim.