Required User Permissions: 'Standard' or 'Admin' on the project's Commitments tool and listed on the Private drop-down menu for that Commitment. -or- Added as a "Billing Recipient" in the Commitments tool.
Users with 'Standard' level permissions can not create a Requisition if the Billing Date has passed, regardless of the response to the Invitation email. Users with 'Admin' level permissions can create a requisition after the billing date has passed.
Submit from Email
If the contractor has issued you an invitation to bill, you'll receive an email notification. Click Do you want to bill this period? to submit your response.
On the Requisition page, choose a response:
Click Yes if you want to submit a requisition. Then click Post Response and continue with step 3. OR
Click No and then click Post Response. (Note: If you change your mind after posting your response, you can update your response to the invitation if the 'Billing Date' has not yet passed and the contractor who sent you the invitation has the 'Billing Period' set to 'Open'. To do this, click Do you want to bill this period? again, choose Yes, and then click the Post Response button).
At the Create New Requisition page in Procore, the Period Start, Period End, and Billing Date is pre-filled with what the contractor set. Enter an invoice number, if applicable.
In the Detail section, enter either your percent complete or amount complete for each line item in your original schedule of values.
Enter the materials presently stored amount. This will be added to the percent complete for each line item.
In the Approved Commitment Change Orders section, repeat the process for each change order's line items by entering the percent or amount complete for each line item. Any new approved change orders will automatically be added here. Note: You can only bill by line item on change orders that have been created after 11/6/2016.
Attach any required backup documentation, such as lien waivers.
If you are not ready to submit to the contractor, click Save. This will set the status of the requisition to "Draft." If you are ready to submit it to the contractor, click Submit for Review. This will set the status of the requisition to "Under Review." Note: Once you submit the requisition to the contractor, you will not be able to edit it unless the contractor changes the status to Revise & Resubmit.
For Commitments Formatted as Unit Quantity
On the Detail subtab, click Edit.
Fill out the following fields for each line items that will be paid for by the requisition: For Requisitions Formatted as Unit Quantity
This Period (qty): Enter the quantity for each line item. The total dollar amount will automatically be calculated.
Released This Period ($): Enter the dollar amount of retainage to be released this period.
For Commitments Formatted as Amount Based:
On the Detail subtab, click Edit.
Fill out the following fields for each line items that will be paid for by the requisition:
Work Completed (This Period): Enter the dollar amount of work completed in the requisition's pay period. If you prefer to enter a percentage value of work completed instead, click the calculator icon and enter the percentage, and click Save. Procore will automatically translate the percentage of work into the equivalent dollar amount.
Materials Presently Stored: Enter the dollar amount of materials presently stored on the job site or nearby storage facility that were not included in the costs for "Work Completed" (D and E ) columns. Please note that the values entered here will remain in this column on future requisitions until it is manually moved to Work Completed. See How do I bill for Stored Materials? for more information.
Work Retainage ($) Released this Period: Enter the dollar amount of work retainage to be released this period.
Materials Retainage ($) Released This Period: Enter the dollar amount of materials retainage to be released this period.
Submit from Commitment
Navigate to the commitment you want to create a requisition for.
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.