Add Sub-Tier Subcontractor Information to Commitments

Objective

To add sub-tier subcontractor information to a commitment as an invoice administrator. 

Background

General contractors typically need to disclose information about everyone hired to work on a construction project to the property owner. This not only includes collecting disclosures and lien waivers from the project's first-tier subcontractors, but also collecting information from sub-tier subcontractors and suppliers. Disclosures may also be legally required by a project owner or a regulatory body. To promote transparency and ensure accountability on the job site for companies using Procore Pay, users with invoice administrator permissions in Procore can add sub-tier information directly to a commitment. 

Things to Consider

• Required User Permissions
• Additional Information:
  • You can add up to one hundred (100) sub-tier subcontractor entries to a commitment.
  • Invoice contacts can also add sub-tier subcontractor information to a subcontractor invoice. See Add Sub-Tier Information for a Subcontractor Invoice.
  • To learn about sub-tier subcontractors, see What is a sub-tier subcontractor?

Prerequisites

• Enable Procore Pay as a Payor
• Enable or Procore Pay on Your Projects
• Enable Lien Waivers in the Company Payments Tool
• Enable Lien Waivers & Set Default Templates on Projects
• Enable Sub-Tier Waivers on Project Invoices as an Invoice Administrator
• Create a Commitment

Steps

1. Navigate to the Project level Commitments tool. 
2. In the Contracts tab, click the commitment to open.
3. In the commitment, click the Lien Rights tab.
4. in the subcontractor invoice. 
5. Click Add Sub-Tier.
   This opens the Add a Sub-Tier window. 
6. Enter the following information:

    Note

   An asterisk (*) indicates a required field. 
   • Sub-Tier Company Name.* Type a name for the sub-tier subcontractor. 
   • Sub-Tier Waiver Contact. Enter the email address for the sub-tier waiver contact. 
   • Waiver Status. Select Active, Final Expected, Final Received, Exempt, or Lien Filed from the drop-down list. To learn about the statuses, see What are the sub-tier statuses on a commitment in Procore Pay?
   • Estimated Contract Amount.* Enter the estimated contract amount for the sub-tier for this commitment. 
   • Amount Billed to Date. Procore calculates the current 'Amount Billed to Date' If there are any amounts entered for this sub-tier from any previous subcontractor invoices for this commitment. 
   • Last Notice Received On. Select a date from the calendar control to show the date the last notice was received.
   • First Date on Project. Select a date from the calendar control to show the first date the sub-tier subcontractor worked on the project. 
   • Last Date on Project. Select a date from the calendar control to show the last date the sub-tier subcontractor worked on the project.
   • Notes. Enter any comments about the sub-tier. This is a free-form text entry field. 
7. Click Attach Files or drag-and-drop a file to upload up to one hundred (100) file attachments in Portable Document File (PDF) format. The files that you upload here serve as the 'Notices'. 

    Note

   • When you upload a file attachment, it immediately appears in the document viewer. The most recent upload appears first in the document viewer. 
8. Click Save. 

See Also

• Edit Sub-Tier Subcontractor Information on Commitments