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Procore

Edit Sub-Tier Subcontractor Information on Commitments

 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png with payments powered by Goldman Sachs Transaction Banking (TxB)* is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management icon-external-link.png functionality in the Procore web application to handle the payment process between general and specialty contractors.

Objective

To edit 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 company's using Procore Pay, users with invoice administrator permissions in Procore can edit the sub-tier information added to a commitment. 

Things to Consider

Steps

  1. Navigate to the Project level Commitments tool. 
  2. Click the Lien Rights tab in the subcontractor invoice. 
  3. Locate the sub-tier entry to modify and click the Overflow icon-ellipsis-vertical.pngmenu and choose Edit
    This opens the Sub-Tier Details window. 
  4. Edit 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