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Procore

Edit a Commitment Synced With Spectrum

Objective

To edit a commitment in Procore after its been synced with an integrated ERP system

Background

When a commitment is synced with an integrated ERP system, it's recommended that you always follow your company's Commitment Change Order (CCO) process when editing project commitments. 

Things to Consider

  • Required User Permissions:
    • To edit a purchase order or subcontract, 'Admin' level permission on the project's Commitments tool.
      OR
    • To edit a purchase order or subcontract as a user with 'Standard' or 'Read Only' level permission to the Commitments tool, the 'Update Purchase Order' and/or 'Update Subcontract' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template
  • Limitations:

Steps

  1. Navigate to the project's Commitments tool.
    This reveals the Commitments page. 
  2. In the 'Committed - Summary' list, locate the synced commitment. 

    If your company has enabled the ERP Integrations tool for use with an integrated ERP system, color-coded icons and ribbons appear in relevant areas of Procore. This visually highlights your system's ERP integration data, to help you quickly identify its current state. 

    ICON RIBBON COLOR DEFINITION
    icon-erp-rejected.png ribbon-erp-rejected.png YELLOW Data that was sent ERP Integrations tool for approval has been retrieved from the tool by an end user.
    OR
    Data that was sent to the ERP Integrations tool has been rejected for export to the integrated ERP system by an accounting approver.
    icon-erp-synced.png ribbon-erp-synced.png GREEN Data is synced between Procore and an integrated ERP system.
    icon-erp-sent.png ribbon-erp-sent.png BLUE Data been sent to the ERP Integrations tool and is waiting for accounting approver to accept it for export to the integrated ERP system. 
    erp-accountant-badge.png   GREEN When a user is designated as an accounting approver, this badge appears next to his or her user profile in the Company and Project Directory. 
  3. Click Edit.
    This opens the synced commitment in edit mode. 
    Important! If your company is using Spectrum and you have exported commitments to Spectrum, the following fields are marked read-only and cannot be edited in Procore:
    • Contract Company. 
    • Status. 
    • Fields in the Schedule of Values (SOV) subtab.
  4. Choose one of these options to create the CCO:
  5. Click Create & Email or Create.

See Also