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. Click the Lien Rights tab in the subcontractor invoice. 
3. Click Add Sub-Tier.
   This opens the Add a Sub-Tier window. 
4. Enter the following information:

    Note

   An asterisk (*) indicates a required field. 
   • Sub-Tier Company Name.* Type a name for the sub-tier subcontractor. 
   • Waiver Status. Select Active or Inactive from the drop-down list. 
   • 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. 
5. 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. If you upload the file, the most recent upload appears first in the document viewer. 
6. Click Save. 

See Also

• Edit Sub-Tier Subcontractor Information on Commitments