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Procore Support (en-au)

Edit 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 edit an progress claim that was added to 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:
  • Additional Information:
    • Progress Claims must be in a Pending state in order to be edited. If a progress claim was submitted by the vendor team, it can only be edited by the vendor team.

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 edit.
  4. Click the vertical ellipsis  icon.
  5. Click Edit.
  6. Make any necessary updates to the Progress Claim Overview, Progress Claim Details or Documents sections.
  7. Click Save.

Demo

edit-progress claim.gif