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Procore

Edit a Commitment Synced with Yardi Voyager®

Objective

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

Background

After the commitments on a project have been synced with a company's Yardi Voyager® system, Procore automatically restricts your ability to edit synced fields on a commitment. This is to ensure that the data remains in sync on both systems. The fields that cannot be edited after a sync include:

  • Contract Company
  • Status
  • Schedule of Values (SOV) subtab (all fields)

On occasion, you may have a need to edit a synced commitment. The method that you use to edit a commitment will differ, depending upon whether or not you are making an official change to the terms of the commitment or if you are correcting a data entry mistake. 

  • If you are making an official change to the terms of the commitment, it is recommended that you use the change order process. See Create a CCO for a Synced Commitment
  • If you need to edit the commitment without a change order (e.g., correcting a data entry error), you will need to manually unlink the synced commitment (see Unlink Commitments Synced with Yardi Voyager®) before you can fix the issues in the commitment using the Steps below.

Things to Consider

  • Required User Permissions:
    • To edit a commitment, 'Admin' level permission on the project's Commitments tool.
      OR
    • To edit a commitment 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
  • Prerequisites:

Steps

Create a CCO for a Synced Commitment

After syncing your Yardi Voyager® system with Procore, it's recommended that you follow the designated commitment change order process when editing your project's commitments:

  1. Navigate to the project's Commitments tool.
  2. In the Commitments log page, locate the commitment that you want to edit.
    Note: When a commitment has been synced with an ERP system, a green ERP banner appears in the Title cell of the commitment line item. 
  3. In the right-pane, click the Create Commitment CO button. 
  4. In the New Commitment Change Order page, modify any information as needed. To learn about the editing option, see
    Important! If your company is using the Yardi Voyager® system and you have synced your project's commitments, the following fields are marked read-only and cannot be edited in Procore unless the commitment is unlinked. See Unlink Commitments Synced with Yardi Voyager®.
    • Title
    • Contract Company
    • Status
    • Default Retainage
    • Schedule of Values (SOV) subtab
  5. Click Create & Email or Create.

See Also