Commitments - FAQ
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- Are commitments private by default?
- Can I edit or delete a commitment after its been synced with an integrated ERP system?
- Can I import a CSV into a Project Financials tool's schedule of values if it has blank values?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Does an invoice contact need an 'Invite to Bill' to submit an invoice?
- How are commitments, contracts, fundings, and changes numbered in Procore?
- How can I use tax codes on a Procore project?
- How do I change my web browser's default email client for mailto links?
- How do I create a billing period for an invoice?
- How do I set the accounting method for a contract or funding?
- How do I submit a Subcontractor Schedule of Values for a Procore commitment?
- How do I track the actual materials received and installed on a job site?
- How does Procore calculate an invoice's 'Current Payment Due' amount?
- What are "related items" in Procore?
- What are Procore's default change types and change reasons?
- What are Procore's default cost codes?
- What are Procore's default cost types?
- What are custom fields and which Procore tools support them?
- What are custom sections and which Procore tools support them?
- What are custom workflows and which Procore tools support them?
- What are joint payments and joint checks?
- What are multi-tiered locations?
- What are the DocuSign® fields and can I customize them?
- What are the default columns in the Contracts tab of the Commitments tool?
- What are the default commitment statuses in Procore?
- What are the default statuses for Procore invoices?
- What are the default statuses for change orders in Procore?
- What are the default statuses for sub-tier lien waivers in Procore Pay?
- What are the different change order tier settings in Project Financials?
- What are the different types of invoices in Procore?
- What are the financial line items in custom reports?
- What are the requirements for importing SOV Line Items from CSV?
- What do I do when a commitment fails to export from the ERP Integrations tool?
- What do the different DocuSign® banners in Procore mean?
- What do we need to consider before allowing downstream collaborators to submit invoices in Procore?
- What granular permissions are available for the project's Commitments tool?
- What is Procore's Recycle Bin?
- What is a Subcontractor Schedule of Values?
- What is a budget code in Procore's WBS?
- What is a manual hold on a subcontractor invoice?
- What is a split payment?
- What is an downstream collaborator?
- What is an invoice administrator?
- What is an invoice contact?
- What is sliding scale retention?
- What is the 'Enable Always Editable Schedule of Values' setting?
- What is the maximum character length for a commitment's 'Number (#)'?
- What is the maximum character length for a commitment's 'Title'?
- What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
- When does Procore send email notifications to invoice contacts?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore project tools support the DocuSign® integration?
- Which Procore tools support Work Breakdown Structure?
- Which Procore tools support granular permissions?
- Which fields in the Commitments tool can be configured as required, optional, or hidden?
- Which setting do I enable in QuickBooks® to export invoices with the ERP Integrations tool?
- Which units of measure are included on Procore's master list?
- Who has the authority to sign a lien waiver in Procore Pay?
- Why are my change order line items duplicated on my subcontractor invoice?
- Why can I view the Commitments tool but cannot see any commitments?
- Why can't I create a change order?
- Why can't I edit or delete an 'Approved' change order?
- Why isn't the 'Job to Date Costs' column in the budget matching our subcontractor invoice amounts?