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Search, Filter and Group Payment applications in the Progress Billings Tool

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Speciality 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 main 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. 

      Main Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Speciality Contractors

      English (Speciality Contractor Terminology)
      Payment Applications Payment Applications Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client MC/Client
      Main Contract Variation Funding Variation Client Contract Variation
      Main Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Bill of Quantities (SBOQ) Contractor Bill of Quantities (CBOQ) Subcontractor Bill of Quantities (SBOQ)

Objective

To search, filter and group your project's subcontractor and MC/Client payment applications in the project's Progress Billings tool.

Background

The Payment Applications tool organises your project's payment applications on two tabs:

  • The Subcontractor tab lists all of your project's subcontractor payment applications.
  • The MC/Client tab lists all of your project's MC/Client payment applications. 

Both tabs allow you use to the search feature to locate specific payment applications. You can also group your data and add filters to your results to narrow the number of items displayed on each tab. 

Things to Consider

Steps

Search for Payment Applications

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor or MC/Client tab.
    Note: The search function is not available on the Billing Periods tab.
  3. Enter your search terms in the Search box.
     Note

    Procore searches the following fields for matches:

    • For main contract payment application: Payment Application #, Contract #, Contractor and the Architect/Engineer.
    • For subcontractor payment application: Payment Application #, Commitment #, Comment, and Contract Company.
  4. Click the magnifying glass or press ENTER to search through all of the line items on the selected tab. 

Add Groups and Filters to Payment Applications

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor or MC/Client tab.
  3. Click the Add Group drop-down list. Then select one of these options:
    • On the Subcontractor tab: Contract Company, Payment application Status, Payment Status or Billing Period.
    • On the MC/Client tab: Client Contract, Payment application Status or Payment Status. 
  4. Click the Add Filters drop-down list. Select one or more filters to apply: 
    • Contract Company
    • Billing Period
    • Payment Application Status
    • Payment Status
    • Contract Type