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Procore

View a Summary Preview of an Owner Payment application (Beta)

 Phased Release
This page details the modernised owner payment application experience. 

Objective

To view the Summary Preview of an owner payment application. 

Background

The Summary Preview lets you inspect an owner payment application using your real project data. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Main Contracts tool. 
       Notes
      • Access permissions to the Payment applications & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Main Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for main contractors, owners and speciality contractors?
      • If you are a collaborator (for example, an payment application contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Main Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.

Steps

  1. Navigate to the project's Main Contracts tool. 
  2. Click the appropriate Number link to open the contract. 
     Note
    How to find a contract? Use the Search and Select a Column to Group features to quickly find the contract. 
  3. Click the Payment Applications tab. 
  4. Locate the payment application to open in the Payment applications (Payment Applications) table. 
  5. Click the Payment application # link. 
  6. Click the General tab. 
    This is the active tab by default. 
  7. Scroll to the Summary Preview card. Click the right arrow to expand the card. 

    summary-preview.png
     
  8. Scroll down the page to preview your project's data as it appears in the payment application. 
    The image below is an example of the Summary Preview. 
    summary-preview-expanded.png