Commitments (Project Level)
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The following table highlights which user permissions are required to perform the described user action.
|Be Designated as an Approver of a Commitment Change Order|
|Add a Line Item to the Schedule of Values|
|Add Payments Issued|
|Add Related Items To A Commitment|
|Approve and Sign a Commitment Contract||N/A||N/A||N/A||N/A|
|Configure Advanced Settings: Commitments|
|Create a Change Order Request (COR)||1|
|Create a Commitment|
|Create a Commitment Change Order||1|
|Create a Draw Request|
|Create a Purchase Order|
|Create a Requisition on Behalf of a Subcontractor||5|
|Create a Subcontract|
|Create Requisition Billing Distribution|
|Edit a Billing Period for Requisitions|
|Create Field Order|
|Delete a Draw Request|
|Delete a Commitment Synced with an Integrated ERP System||4|
|Edit a Draw Request||2|
|Edit a Commitment|
|Edit a Commitment Synced with an Integrated ERP System|
|Edit a Commitment Change Order|
|Email a Commitment|
|Email a Draw Request|
|Email a Subcontract|
|Enable the Payments Issued Subtab|
|Export Subcontract to DOCX|
|Export Subcontract to a PDF|
|Export a Commitment to an Integrated ERP System|
|Retrieve a Commitment from ERP|
|Request to Reset a Commitment Synced with an Integrated ERP System|
|Send a Commitment to ERP Integrations for Accounting Acceptance|
|Send a CCO to ERP Integrations for Accounting Acceptance|
|Set and Release Retainage on All Line Items For Draw Requests|
|Start a New Billing Period and Send Requisition Emails|
|Submit a Requisition as a Subcontractor||5|
|View all Subcontracts and Purchase Orders|
|View Purchase Order||3||3|
Your company's Procore account must be integrated with a supported ERP system. See ERP Integrations (Company Level).
1 Admin users can allow 'Standard' level users to create CCOs, CORs, and PCOs, but this is not the default permission. For more information see Configure Advanced Settings: Commitments.
2 'Standard' users cannot edit the "Status" field once the draw request has been created.
3 'Read only' and 'Standard' users will only be able to view commitments that they have been granted access to via the privacy drop-down menu when editing or creating a commitment.
4 Commitments synced with an ERP-integrated system (e.g., Sage 300 CRE or QuickBooks) cannot be deleted in Procore. However, a user with 'Admin' level permissions to the Commitments tool can submit a request to delete a commitment. See Request to Reset a Synced Commitment in Sage 300 CRE or Request to Delete a Synced Commitment in QuickBooks.
5 Users must have 'Standard' permissions on the project's Commitments tool as well as be listed on the Private drop-down menu for that Commitment, or have 'Admin' permissions on the project's Commitments tool.
The following table highlights which user permissions are required in the project's Admin tool perform the described user action.
|Enable the Commitments Tool|
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
Below are the notable changes to the project's Commitments tool.
Added a 'Submit for Review' button on the Requisition Detail page in the Commitments tool. This button is only available if a requisition's status in the 'Draft' or 'Revise and Resubmit'. When a user clicks this button, the requisitions status changes to 'Under Review' and the system also displays a banner to show the action was successful.
Added a new 'Requisition Distribution" list to the Configure Settings page in the Commitments tool. Users added to this list will receive an automated email notification from Procore when a requisition's status is changed to "Under Review". Billing Recipients will also receive a notification email when the status of a Requisition changes to 'Revise and Resubmit.'
Now, requisitions created in the Commitments tool (see Create a Requisition) appear in the 'My Open Items' table on the company's Portfolio tool and the project's Home page. See Is there a way to see all the open items assigned to me?
Updated the Billing Statuses page to display the the correct Percent Complete, Current Payment Due, and Payment Status value if a requisition has not yet been created for the given billing period. The percent complete value of an empty billing period will reflect the value of a prior billing period that does have a requisition in it.
Updated the progress spinners for the 'Create/Save' buttons on the create pages for Payment Applications, Draw Requests, and Requisitions.
Updated the ERP Integrations tool to change how the system determines the maximum character length for the 'Title' of a commitment. See What is the maximum character length of a commitment's 'Title'? for more information.
Updated the Requisition show, subcontract create, and subcontract edit information table to all use the same layout as the Requisition Admin pages. The Requisition Start and Requisition End dates will be side by side on the first row. The Billing Date will be the first cell in the second row.
Updated the Commitments tool to add the empty state to the Billings page. This informs the user there are 'No results found' if the filters display no results.
Updated the Commitments tool to add a flash error message to the Payments subtab of the Prime Contract, Subcontract, and Purchase Order Contract. This message informs the user when they system will not save a new payment because a non-integer value was entered into the 'Payment #' and/or 'Check #' fields.
Updated the Commitments tool to allow multiple Requisitions in a 'Billing Period'.
Updated the Commitments tool to add the Requisition Invite and Edit banner to every subtab (Summary, Detail, Related Items, Emails) of the most recent requisition.
Updated Commitment Contracts so that now, the 'Create Requisition' button only displays for end users with 'Admin' or 'Standard' level permission to the tool and Billing Recipients. Button is disabled for all users when the contract is not in the 'Approved' status. In addition, the button is disabled for users with 'Admin' level permissions when all billing periods have a requisition tied to it. For 'Standard' level permissions and 'Billing Recipients', the button is also disabled when:
Participants in the Custom Permissions Beta Program can now grant custom task permissions when assigning the 'Standard' and 'Read-only' level permission for Commitments in a permission template. These custom permissions are currently only available to Beta Program Participants: Create purchase order, create subcontract, update purchase order, and update subcontract. See Beta: Custom Permissions and Grant Custom Permissions In a Permission Template.
Updated the Commitments tool to now include the 'Project Office Division' in the PDF export file for Draw Requests and Requisitions (if a value is provided). If the 'Project Office Division' is blank, the 'Office Name' will display. Note: The 'Project Office Division' value can only be added by your Procore point of contact.
Updated the Commitments tool to rename the subtab from 'Billing Status' to 'Billings'. Also updated the es (Spanish) dictionary to match.
Updated the Commitments tool so that requisitions now have two (2) separate billing dates a follows:
Updated requisitions for users with 'Admin' level permission now, as follows:
Updated the Billing Statuses subtab in the Commitments tool so that after a user adds a new billing period, the system now directs the user back to the page from which they created the billing period (i.e., requisitions or billing periods). Prior to this update, they system always directed the user to the requisition's view page, even if the period was created on the billing periods page.
When the Commitments tool is not an active tab on a project, the system now hides the Productivity Log.
Updated the Commitments tool to add a new 'Level of Detail to Display Change Orders' setting under the 'Requisition Settings' area of the 'Advanced Settings' subtab on a commitment controls. The Requisitions tool must be turned ON to view this setting. This gives users the ability select the level of detail they'd like their Requisition Detail Sheet to initially display.
Updated the Commitments tool so that the 'Billing Statuses' page will only display 'Contract Companies' when the Requisitions tool is enabled.
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