Create a Payment Programme

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Procore Internal ONLY

This page details the modernise experience. A tutorial for the legacy experience is on this page: https://support.procore.com/products...yment-schedule

For Procore Customers in the United States

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 general 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.

General Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Specialty Contractors English (Specialty Contractor Terminology)
Invoicing	Invoicing	Progress Billings
Owner	Funding	Owner
Owner/Client	Owner/Client	GC/Client
Prime Contract Change Order	Funding Change Order	Client Contract Change Order
Prime 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)

Objective

To export a payment programme for a subcontractor payment application as an payment application administrator.

Background

Construction businesses operating in Australia and New Zealand are creating payment programmes to facilitate the payment application approval process, as well as claims of work performed by downstream collaborators. In a typical payment programme workflow, downstream collaborators submit payment applications for work performed. The upstream collaborator reviews the payment application and approves the amounts on the claim.

Note

The Payment Programme feature is designed for Procore users in Australia and New Zealand to satisfy the legal requirement to provide claimants with a payment programme. However, this feature is available for use by all Payment application Management users.

You can export a payment programme to show the following information:

Claimed amounts
All 'Approved' amounts
Reasons for 'Rejected' amounts

Things to Consider

Required User Permissions
Additional Information:
- To automatically notify an payment application contact by email when a payment application's status changes to 'Approved', see Configure Settings: Commitments.
- To define custom text for the footer on the payment programme's PDF export file, see Configure Settings: Commitments.

Prerequisites

Turn the 'Show Amounts Subcontractors Claim' setting ON. See Configure Settings: Payment applications.
Complete the steps in Create a Subcontractor Payment application.
For amounts to show on a Payment Programme, amounts must be entered in the 'Work Completed This Period' and 'Materials Presently Stored' columns on the payment application's Bill of Quantities. To learn how to enter these amounts, see:
- Create a Subcontractor Payment application
- Bulk Edit a Bill of Quantities

Steps

Navigate to the Project level Payment applications tool.
Click the Subcontractor tab.
Locate the most recent payment application in the Payment application # column. The click the link to open it.
Tips
- You can also open payment applications from the Commitments tool. To do this, navigate to the Project level Commitments tool. In the Contracts tab, click the Number link and then click the Payment applications tab. Locate the payment application in the Payment applications (Payment applications) table and click the Payment application Position or Payment application # link.
- How do I find the most recent payment application? Review the values in the Payment application Position column. Each payment application is assigned a number, in the order payment applications are created. This column sorts payment applications from newest to oldest by default. To change the sort order, click the Overflow menu in the column heading and choose one (1) of the Sort By This Column options.
In the payment application, click the Export button and choose PDF from the drop-down menu.

The example below shows a sample payment programme.

Example

The illustration below shows you an example of a payment programme.

application-and-certificate-for-payment-summary-sheet.png