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Support Home > Products > Procore > Procore User Guide > Project Level > Commitments > Tutorials > Create a Draw Request

Create a Draw Request

Objective

To create a draw request for a request of payment.

Background

Draw requests are billings from your commitments for work performed or materials/equipment purchased. The draw requests are formatted in a typical progress billing format with a cover page and a detail line item page. 

Training Video

 

Things to Consider

  • Required User Permission: 'Standard' or 'Admin' on the project's Commitments tab. 
  • Draw requests can be submitted for both types of commitments (purchase orders or subcontracts).
  • The commitment vendors can create draw requests themselves, or someone with sufficient access rights can enter them on their behalf. 
  • You can only edit the billed amounts on the most recent draw request. 

Steps

  1. Navigate to the project's Commitments tool.
  2. Click View next to the subcontract or purchase order for which you want to create a draw request.
  3. Click the orange Create Draw Request button in the right pane.
  4. Complete the following fields:  

    drawrequest12015-11-05_16-51-22.png
    • Period StartSelect the date when the scope of work (for which you're issuing a draw request) on the job site began. For example, if you are billing for a monthly pay period, you should enter the first day of the monthly billing cycle.
    • Period End: Select the date when the scope of work (for which you're issuing a draw request) on the job site was completed. For example, if you are billing for a monthly pay period, you should enter the last day of the monthly billing cycle.
    • Invoice #: Specify the invoice number associated with the draw request. 
    • Billing Date:  Select the submission date for the draw request.
    • Status: Select one of the following statuses: Draft, Under Review, Revise and Resubmit, or Approved. When the commitment company creates the draw request, they can change the status to "Under Review" when it is ready for review. The reviewer can then mark it as "Approved" or as "Revise and Resubmit" accordingly. 
      Note: Users with 'Standard' level permissions will be unable to edit the "Status" field of draw request once it has been created. Only 'Admin' users can edit the status. 
    • Attachments: Attach any files or documents related to the draw request (e.g. lien waivers, receipts, etc.).
  5. Click Create.

Edit Line Items

  1. Click the Detail sub tab.
  2. Click the Edit button.
  3. Fill out the following fields for each line items that will be paid for by the draw request:

For Draw Requests Formatted as Unit Quantity

  • This Period (qty): Enter the quantity for each line item. The total dollar amount will automatically be calculated.
  • Retained This Period (%) (Admin only): Enter a retainage percentage for the draw request's period. (Note: You can also set retainage on all line items by entering a value in the right sidebar and clicking Set.)
  • Released This Period ($): Enter the dollar amount of retainage that you're requesting to be released this period. 

 

For Draw Requests Formatted As Amount Based:   

  • Work Completed (This Period): Enter the dollar amount of work completed in the draw request's pay period. If you prefer to enter a percentage value of work completed instead, click the calculator icon and enter the percentage of work completed, and click Save. Procore will automatically translate the percentage of work into the equivalent dollar amount.
  • Materials Presently Stored: Enter the dollar amount of materials presently stored on the job site or nearby storage facility that were not included in the costs for the "Work Completed" (D and E) columns. Please note that the values entered here will remain in this column on future draw requests until it is manually moved to Work Completed. See How do I Bill for Stored Materials? for more information.
  • Work Retainage (%) Retained This Period (Admin only): Enter a percentage for work retained for this pay period. (Note: You can also set retainage on all line items by entering a value into the right sidebar and clicking Set.)
  • Materials Retainage (%) Retained This Period (Admin only): Enter the percentage for materials retained this period. (Note: You can also set retainage on all line items by entering a value into the right sidebar and clicking Set.)
  • Work Retainage ($) Released This Period: Enter the dollar amount of work retainage that you're requesting to be released this period. 
  • Materials Retainage ($) Released This Period: Enter the dollar amount of materials retainage that you're requesting to be released this period. 
  1. (Optional) If you have any approved commitment change orders (CCOs), you can choose to add them to the draw request by scrolling to the bottom of the page and clicking the Add to Draw Request button. 

    add-draw-request2015-06-03_15-13-59.png

Next Steps

 

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Last modified
23:53, 6 Jun 2017

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