View Purchase Orders and Subcontracts (iOS)
Background
Procore has modernized the interface for Commitments (Purchase Orders and Subcontracts) on the mobile application. This update provides a more organized, scannable layout and introduces the highly requested ability to view and respond to workflows directly from your mobile device.
Things to Consider
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Required User Permissions:
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To view purchase orders or subcontracts NOT marked Private, 'Read Only' level permissions or higher on the project's Commitments tool.
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To view purchase orders or subcontracts marked Private:
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'Admin' level permissions on the project's Commitments tool.
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'Read Only' or 'Standard' level permissions on the project's Commitments tool and you must be a member of the 'Private' list on the commitment.
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'Read Only' or 'Standard' level permissions on the project's Commitments tool with the 'View Private Work Order Contract' granular permission and/or 'View Private Purchase Order Contract' granular permission enabled on the permission template. This permission allows you to view the Change Orders tab on the subcontract.
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Additional Information:
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The new view and workflow now applies to both Purchase Orders and Subcontracts.
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Details like descriptions, inclusions, and exclusions can be expanded or collapsed to keep the view clean.
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Schedule of Values and Change Orders are now organized into independent subtabs, reducing the need for excessive scrolling.
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Attachments are displayed at the top of the commitment for quick access.
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This item can be viewed or edited offline if it was previously viewed and cached on your mobile device. Tasks performed in offline mode sync with Procore once a network connection is reestablished.
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Prerequisites
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To use this feature, you will need:
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The Procore app on your iOS device. For more information, see Procore iOS Application requirement.
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The Commitments tool must be enabled on your Procore project.
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Steps
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Navigate to your project's Commitments tool using the Procore app on an iOS mobile device.
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Tap Purchase Orders or Subcontracts.
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Tap the commitment that you want to view.
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Use the subtabs to navigate between the following information:
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General: View description, inclusions, and exclusions.
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Schedule of Values: View a comprehensive list of line items.
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Change Orders: View surfaced commitment change orders
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