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Which fields in the Commitments tool can be configured as required, optional, or hidden?

Background

Certain fields in the Commitments tool can be configured as required, optional, or hidden. For example, if you want to make certain fields required, or hide a field that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. See Create New Configurable Fieldsets.

Answer

The tables below detail which fields can be configured for sections in the project's Commitments tool:

Note:

  • A GREEN checkmark icon-permissions-green-check.png indicates the field can be configured to this setting. 
  • A RED 'x' icon-permissions-red-x.png indicates the field cannot be configured to this setting. 
  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

Purchase Orders

Field Name Required Optional Hidden
Approval Letter Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Assignee icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Attachments icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Bill To icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Contract # icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Contract Company icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Contract Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Default Retainage icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Delivery Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Description icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Executed icon-permissions-red-x.png icon-permissions-green-check.png icon-permissions-red-x.png
Execution Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Issued On Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Letter of Intent Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Payment Terms icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Returned Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Ship To icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Ship Via icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Sign with DocuSign icon-permissions-red-x.png icon-permissions-green-check.png icon-permissions-red-x.png
Signed Purchase Order Received Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Status icon-permissions-green-check.png icon-permissions-red-x.png icon-permissions-red-x.png
Title icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png

Subcontracts

Field Name Required Optional Hidden
Actual Completion Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Approval Letter Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Attachments icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Contract # icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Contract Company icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Contract Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Default Retainage icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Description icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Estimated Completion Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Exclusions icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Executed icon-permissions-red-x.png icon-permissions-green-check.png icon-permissions-red-x.png
Execution Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Inclusions icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Issued On Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Letter of Intent Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Returned Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Sign with DocuSign icon-permissions-red-x.png icon-permissions-green-check.png icon-permissions-red-x.png
Signed Contract Received Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Start Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Status icon-permissions-green-check.png icon-permissions-red-x.png icon-permissions-red-x.png
Title icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png

 

If you would like to learn more about Procore's commitments software and how it can help your business, please visit our construction financials tool product page .