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Procore

Are subcontracts and purchase orders private by default?

Answer

Yes. When you create a new purchase order or subcontract in a project's Commitments tool, Procore's default setting is to place a checkmark in the 'Private' box so it is only visible to users with 'Admin' permission on the tool and to designated Procore users. Users who do NOT have 'Admin' permission must be designated in the 'Private' area of the commitment. The picture below shows you this default setting in a new commitment. 

default-privacy-setting.png

How to Remove the Contract Privacy Setting on the Commitments Tool

 Tip
If you want change the default setting in the project's Commitments tool, a user with 'Admin' permission can perform the steps below to change it. This gives the system the ability to create new purchase orders and subcontracts that are NOT private. Your users will retain the option to apply privacy settings when creating new commitments or editing existing ones.

To do this, follow these steps:

  1. Navigate to the project's Commitments tool. 
  2. Click Configure Settings icons-settings-gear.png.
  3. Under Contract Configuration, remove the checkmark from the Contracts Private by Default box as shown below.

    private-by-default-blank.png