Open the signed-off claim and go to Claim pack, or find the claim on the claims list.
Press Download. In the sheet, pick Procore claim fields under What you want, then press Download.
The first sheet, General information, holds the claim number, billing period, billing date, submitted date, the retention this period and the retention released.
The second sheet, Schedule of values, holds each line in Procore’s column order: item number, description of work, scheduled value, work completed before and this period, total to date in dollars and per cent, and the balance to finish.
Fill each Procore field from these sheets in order. Check the totals against the third sheet, then attach the claim pack PDF in Procore and submit it there yourself.
