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Procore

Subcontracts

General Information

# (Subcontract Number) - Enter or validate the unique identifier for the subcontract. If you are creating the first commitment of a project, Procore automatically numbers the commitment in sequential order. For example, SC-01-001, SC-01-002, and so on.

Title - Enter a descriptive title for the subcontract. 

Contract Company - Select the company responsible for completing the work on the subcontract (for example, American Construction Co.).

Invoice Contacts - Select one (1) or more employees of the 'Contract Company' to designate as the invoice contact(s). After saving the subcontract, any users added here will be added to the 'Private' list. You must select a 'Contract Company' before you can select invoice contacts. 

Status - Assign a status to the subcontract. To learn about the available statuses and which commitment statuses reflect contract amounts in your project's budget, see What are the default commitment statuses in Procore? 

Executed - Mark this checkbox to denote that the subcontract was fully signed and executed.

Private - Choose from these options:

  • Make this visible to only administrators and the following users
    Mark this checkbox to limit the visibility of the subcontract to users with 'Admin' on the Commitments tool and users specified in the Select a Person drop-down list. 
  • Allow these users to see SOV items
    Mark this checkbox to allow those users selected in the 'Select a Person' drop-down list to see the 'Schedule of Values' tab on the subcontract.
  • Select a Person
    Select one or more people from the list. You can allow non-Admin level users to view the subcontract, if desired. Additionally, you can allow selected non-Admin users to have read-only access to the to individual line items under the SOV tab. See Manage Permission Templates.

Default Retainage - Specify the percentage amount of retainage to withhold on the first subcontractor invoice. For example, it is a common practice to enter 5 or 10% in this field. 

Description - Provide additional information about the subcontract, as necessary.

Attachments - Attach any related materials such as pricing quotes, receipts, signed purchase orders, and so on. You may attach files that have been uploaded to your project or drag and drop files from your local computer.

Contract Dates

Start Date. Select the date when the scope of work will begin on the job site.

Estimated Completion Date. Select the estimated date of when the scope of work will be finished.

Signed Contract Received Date. Select the date when the subcontract was officially signed.

Actual Completion Date. Select the date when the scope of work was deemed complete.

Additional Information

Inclusions. Disclose any inclusions that may not be clearly stated in the related contract documents.

Exclusions. Disclose any exclusions that may not be clearly stated in the related contract documents.