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Export the Subcontractor Invoicing Page from the Progress Billings Tool

 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options

Objective

To export a list of all the subcontractor invoices on the 'Subcontractor' tab of the projects Progress Billings tool. 

Background

The 'Subcontractor' tab in the project's Progress Billings tool displays all of your project's billings. You can generate a PDF copy of this list using the export steps described below.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the GC/Client tab.
  3. Choose Export > PDF.
    export-pdf.png 
     Notes
    • Procore generates a PDF of the tab's contents and opens it in a separate browser window.
    • Any grouping, filtering, and search filters applied to the billings on the Subcontractor tab are reflected in the PDF.