Create Compliance Templates for Projects as a Company Admin (Beta)

Objective

To create commitment compliance templates for Procore projects as a Company Admin with the Company level Admin tool. 

Background

When you enable Procore Pay on a project, it adds a 'Compliance' tab to project commitments. This tab includes Insurance and Contract Compliance Documents cards. The data entered here interacts with the 'Insurance Compliant' and 'Contract Compliant' settings in the Payment Requirements tab of the Company level Payments tool. This feature lets you track and review a subcontractor's compliance with commitment insurance and contract requirements.

A Company Admin can create a compliance template to guide invoice administrators about required documents. You can also create multiple templates for projects with differing compliance needs. These templates standardize the process, ensuring compliance and legal protection.

Things to Consider

• Required User Permissions
• Additional Information:
  • Compliance templates are only available with Procore Pay.
  • You can create multiple compliance templates to assign to your Procore projects. However, you can only assign one (1) template to a project.  

Prerequisites

• Enable Procore Pay as a Payor

Steps

1. Navigate to the Company level Admin tool. 
2. Under Tool Settings, click Contracts.
3. Click the Compliance Templates tab.
   
4. Click Create Template. 
   This opens the Create Template prompt.
5. In the Create Template prompt enter a unique name in the Template Name box. 
   
6. Click Create. 
   The template opens on a new page. The General tab is active.

Next Step

• Add Required Compliance Documents to Compliance Templates

See Also

• Manage Compliance as an Administrator for the Payor