Commitments - Reuse
Reuse
Callouts
Phased Release - Modernized Commitments Experience
To provide you with a modernized interface and optimizations to improve your ability to create and manage commitment contracts more efficiently, Procore is pleased to announce the general availability of a modernized experience in the Commitments tool. Users will be permitted to exit out of the modernized experience and return to the legacy experience for a limited period of time. In the future, the legacy experience will be removed and users will be required to use the modernized experience. To learn more, see Project Financials: Modernized Experience for the Commitments Tool.
Legacy Content - Page Content for Legacy Commitments
Legacy Content
This page details the legacy experience for the Project level Commitments tool.
Legacy Content - Subcontractor Invoice
Procore for Specialty Contractors Point of View Dictionary
Contracts Instead of Subcontracts
Note
The term 'Contract' is used in place of the term 'Subcontract' for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?Enable Always Editable SOV on Commitments
Coming Soon
The 'Enable Always Editable Schedule of Values' setting mentioned below is only available to users participating in Always Editable SOV Pilot Program. To learn more about this feature, see (Coming Soon) Commitments: New 'Enable Always Editable Schedule of Values' Setting.Modernized Commitments UI - Commitments Object
In Beta
Note to users participating in the Modernized Commitments User Interface (UI) beta program. The information below details a configuration that is available to Procore users who choose to take part in the opt-in Beta Participant Program for the Modernized Commitments UI. To learn more about this release, see Project Financials: (Beta) Modernized Experience for Commitments.Beta - Field Initiated Change Orders
In Beta
Note to users participating in the Field-Initiated Change Orders' limited release beta program. The information below details a configuration that is available to Procore users taking part in the Beta Participant Program for Field-Initiated Change Orders. For more information about this release, see Commitments: Allow Collaborators to Submit Field-Initiated Change Orders.Beta - Estimated Completion Date
In Beta
Note to users participating in the 'Subcontractor Estimated Completion' limited release beta program. When a user places a change order in the 'Approved' status and it includes a value in 'Schedule Impact' field of the change order, Procore automatically updates the 'Estimated Completion Date' field in the commitment contract by the number of days entered. To learn more about this program, see Commitments: (Beta) Subcontractor Estimated Completion Date.Beta - New Design Contracts Table
In Beta - Early Access DESIGN
The information on this page has been updated for the early access design release of the new table in the Contracts tab in the project's Commitments tool. To learn more about the early access design and its features, see Project Financials: New Contracts List in Commitments & Prime Contracts.
Coming Soon - Budget Code in Subcontractor SOV and Financial Markup
Coming Soon
Procore will soon be replacing the 'Sub Job' and 'Cost Code' columns with the 'Budget Code' Column in the 'Subcontractor SOV' tab in your project's purchase orders and subcontracts. Procore will also be adding a 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' windows.
Coming Soon - Commitments Sidebar Removal
New
This tutorial details an update that Procore recently released. To learn more, see Commitments: Removed Sidebar from Commitments Tool.Note - Invoice Contact
Note
It is important to always add at least one 'Invoice Contact' on a purchase order or subcontract. This ensures that important email invitations and automatic email notifications are sent to the appropriate contact. To learn more about the importance of including invoice contacts on your commitments, see What is an invoice contact?Note - Invoice Contact Company Directory Settings
Notes
- When adding or updating the invoice contact's user account in the Company Directory, ensure that:
- The user account in the Company level Directory tool is set to Active.
- The email address entered for the user account is valid.
- The 'Send this User Messages' setting in the user account must be turned ON by selecting the Via Email option from the drop-down list.
- When adding or updating the 'Contact Information' on the company record's 'General' tab in the Company Directory, the user must be listed in the 'Users' tab to appear as a selection in the Company Directory tool's 'Invoice Contacts' drop-down list.
- The users that you designate as 'Invoice Contacts' in the Company Directory are then available in the 'Invoice Contacts' drop-down list on a purchase order or subcontract.
Note - Sliding Scale Retention
Note
The sliding scale retention feature was designed for Procore users in Australia and New Zealand—where it is an industry-wide best practice and legally regulated standard—to assure contractors and subcontractors meet all of the job's contractual obligations. However, this feature is available to Procore Project Financials customers in all countries.
Tip - Invoice Contacts Email Notifications
Tips
- When does Procore send email notifications to invoice contacts? See Do invoice contacts receive emails from Procore?
- When does Procore send email notifications to members of the 'Invoice Distribution' list? Members added to the Commitment tool's 'Invoice Distribution' list (see Configure Settings: Commitments) receive notifications when:
- The status of the Subcontractor Schedule of Values changes to 'Under Review.' See Review a Subcontractor SOV for a Commitment.
- If your team is NOT using a Subcontractor Invoice Workflow, when status of the subcontractor invoice changes to 'Under Review'. Note: If your team is using a Subcontractor Invoice Workflow, the notification is sent to the Workflow Assignee(s).
Tip: Provide a Breakdown of Your Schedule of Values on a Commitment
Tip
Did you receive an email inviting you to provide a breakdown of your schedule of values on a commitment? If you are an invoice contact for the 'Contract Company' on a commitment contract, the company that you are performing work for may invite you to provide a detailed breakdown of the schedule of values on a commitment contract. To respond to that email instead of using the steps below, see How do I submit a Subcontractor Schedule of Values for a Procore commitment?