Payment application Management: Bulk Editing & Grouping Options for Billing
This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: Tuesday, November 15, 2022
Payment application Management: Bulk Editing & Grouping Options for Billing
For participants in the Beta experience for subcontractor payment applications, Procore is pleased to announce new bulk editing and grouping options on the Bill of Quantities (BOQ). Updating payment applications can be time consuming, especially when working with BOQs. With this update, users can now group BOQ line items as needed. We've also added the 'Work Completed This Period (%)' and 'Total Completed Stored to Date (%)' fields to the BOQ's Edit panel. This lets users bulk bill by entering percent values and applying the update to any selected line items.
Key Features
These features are now available on subcontractor payment applications:
New 'Group by' Drop-Down Menu & Options
A Group by menu is available when viewing and editing a payment application's Bill of Quantities. With these options, you can choose how the system groups your line items in the Bill of Quantities. By default, the Commitment Lines and Variations option is selected. You can add and remove any additional options as desired.
Tip
How do I show/hide columns that I've selected as grouping options? When you add an option to the Group By menu, Procore automatically adds the column to the right side of the table, unless that column is already configured to show in the Bill of Quantities. To show or hide columns, apply the ON/OFF controls described in Configure Columns.To organise your Bill of Quantities data, you can click the grab bar on the left side of each option (see 1 and 2 below) and drag the option into the desired position to modify the hierarchy of item groupings in the BOQ table. To remove any options from the payment application, click the close (x) icon next to a single option or simply click Reset.
When applying the menu options, its important to note that the groupings in the Bill of Quantities do NOT impact the layout of the payment application's PDF export files. Any settings you apply to one contract's payment application, do not change the settings on another contract's payment applications. However, any options you set do remain in effect between user sessions on the selected contract's payment applications.
New Options for Bulk Editing a Bill of Quantities
You can bulk edit the percentage values to apply to selected line items on a subcontractor payment application's Bill of Quantities. To open the Edit panel, select the line items and then click the Pencil icon. The fields in the Edit panel are available when you update the latest payment application for a commitment. The bulk editing options detailed in the table below are only available when a payment application is in the Draft or Revise & Resubmit status. Any options you set will remain in effect between user sessions on the commitment contract's payment applications.
The first step is to select one (1) or multiple line items using the options illustrated above. The following table describes your options in more detail.
| What do you want to select? | Steps | Example |
|---|---|---|
| All line items in the Bill of Quantities | Mark the Item Number tickbox at the top of the Bill of Quantities. |  |
| All line items in a group | Mark the tickbox(es) at the top of the desired group(s) in the Bill of Quantities table. |  |
| One or multiple line items | Mark the tickbox(es) that correspond to individual line item(s) in the Bill of Quantities. |  |
The next step is to click the pencil icon at the top of Bill of Quantities to open the Edit panel on the right.
The final step is to edit one (1) or all of the values in the fields described in this table:
| Field Name in the Edit Panel | To edit the selected line items... | To apply your edits... | Learn More |
|---|---|---|---|
|
Work Completed This Period (%) |
Type a percentage value to bill for work complete. | After updating the field(s) the Edit panel, click the Apply button. | Create a Subcontractor Payment application |
|
Total Completed & Stored to Date (%) |
Type a percentage value to bill for work complete. | ||
| Work Retention This Period (%) | Type a percentage value to set work retention. | Set or Release Retention on a Subcontractor Payment Application | |
| Retention Released (%) | Type a percentage value to release retention. | ||
| Materials Retention (%) | Type a percentage value to set materials retention. |
See Also
If you would like to ask questions or share any feedback, please contact support@procore.com.