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What do we need to consider before allowing downstream collaborators to submit payment applications in Procore?

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Background

Before granting your downstream collaborators permission to submit subcontractor payment applications for their commitments on a Procore project, your company's Procore Administrator and project teams should decide if it is the best choice for your company. Questions to ask include:

  • Do you want to save time and effort by allowing downstream collaborators to submit their own payment applications to your Procore project?
  • Does the downstream collaborator have an employee or representative to be an payment application contact? 
 Tip

Don't want your downstream collaborators submitting payment applications in Procore? If your team prefers to collect paper or digital payment applications from downstream collaborators outside of Procore, simply provide one or more project team member(s) with the required user permissions so they can Create a Subcontractor Payment application on Behalf of a Payment Application Contact.

Answer

To help your team decide who can submit payment applications in your Procore projects, review the information in this table.

Who do you want to create the payment application? What is this person called in Procore? Does this person require access permissions to the Project level Commitments tool?  Is this person's access permissions to our project's commitments and payment applications data limited?  Learn More
An employee or representative for a downstream collaborator Payment application Contact No. A payment application contact only has access to view data and submit payment applications for their assigned commitments. 

Yes. To view a commitment and all of its corresponding payment application data, you must designate a payment application contact for each individual commitment in your project.
A trusted employee or team member Payment application Administrator Yes. A payment application administrator can create, read, update and delete all project commitments. No. This person can view all of the commitment and payment application data on the project(s) to which they have been granted access permissions.