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Procore

Edit an Owner Invoice's Configurable PDF View

Objective

Use the Configurable PDF sub tab on a Invoice to present the owner an invoice customized the way you want.

Background

Invoices have two sub tabs that display billed amounts information: the Detail subtab and the Configurable PDF sub tab. In the Configurable PDF subtab, you can customize the way line items are shown by grouping or summarizing them. The Configurable PDF sub tab also shows change orders in line with the contract's original schedule of values, while the Detail subtab is where you will enter work completed, stored materials, and retainage and the change orders can be broken down by line item and are shown below the contract's original schedule of values. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the project's Prime Contract tool.
  • Additional Information:
    • If you click the Email Invoice button, only the Detail tab PDF of the Invoice will be sent to recipients, not the Configurable PDF tab. 
    • If your company's project is participating in the Configurable PDF Beta Program, users with 'Read-Only' or 'Standard' level permission on the Project level Prime Contract tool can only view the Configurable PDF tab if granted the 'View Invoice Detail' granular permission. For details, see "Grant Granular Permissions in a Permission Template" in the See Also section below.

Steps

  1. Navigate to the project's Prime Contract tool.
  2. Click the Invoices tab. 
  3. Click View next to the Invoice with the Configurable PDF that you wish to edit. 
  4. Click the Configurable PDF subtab.
  5. The Configurable PDF subtab shows change orders in line. You can then customize the PDF any of the following ways:
    1. Grouping: Click the Group drop-down menu to group, or subtotal, line items by any of the following:
      • Sub Job
      • Division
      • Cost Code
      • Cost Type
      • Custom Group
    2. Summarization: By clicking the arrows, you can expand and collapse the line items to show differing levels of data. For example, you can expand to view Division, Cost Code or Cost Type level information depending on what Grouping options you selected. In order to expand all, click the arrow next to "Description" in the top row. 
  6. Finally, you can Export your PDF by clicking the Export Configurable PDF button. 

See Also

 

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