Assign Early Pay Programs to Procore Projects as a Payor (Beta)

Objective

To assign Early Pay Programs to Procore projects with the Company level Payments tool as a Payments Admin.

Background

A Payments Admin for the Payor can assign one (1) Early Pay Program to one (1) or more Procore projects using the Project Controls page in the Company level Payments tool. 

Things to Consider

• Required User Permissions

Prerequisites

• Create Early Pay Programs as a Payor
• The Procore project must set to 'Active'. See Change a Project's Status to Active or Inactive.

Steps

1. Navigate to the Company level Payments tool. 
2. Click the Payments Settings  icon. 
   This opens the Payments Settings page. The Payment Processing tab is active by default.
3. Click Project Controls. 
   
   
    
4. In the table, do the following:
   • To select one or more projects, mark the checkbox(es) for the desired projects. 
     OR
   • To select all projects, mark the checkbox in the Project column header. 
5. Click Early Pay Program and choose the desired program from the Early Pay Program drop-down list. 

    Important

   If you change the Early Pay Program assigned to a Procore project, any enrolled payees must re-enroll in the new active program that you assign to the project. 

    Tips

   • Are you looking for a specific program? To appear in this list, the Early Pay Program must be in the 'Active' status. 'Inactive' programs do NOT appear in this list. 
   • Do you want to remove the program assignment from a project? Select No Program from the drop-down list. 

See Also

• About Early Pay Programs
• Manage Project Controls