Commitments - FAQ
Are commitments private by default?
Can I customize the numbering system for financial objects in Procore?
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 can I troubleshoot an issue with the Procore Web Application?
How can I use tax codes on a Procore project?
How do I bill for stored materials in an invoice? (Beta)
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 and release retainage on a subcontractor invoice in Procore?
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 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 different change order tier settings in Project Financials?
What are the different types of invoices in Procore?
What are the financial line items in 360 Reporting?
What are the requirements for importing SOV Line Items from CSV?
What are the sub-tier lien waiver statuses on a subcontractor invoice with Procore Pay?
What are the sub-tier statuses on a commitment with Procore Pay?
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 happens when 'Restrict Non-draft edits to Contracts and Change Orders' and 'Enable Always Editable Schedule of Values' are both enabled?
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 Workflows?
Which Procore tools support granular permissions?
Which fields in the Commitments tool can be configured as required, optional, or hidden?
Which units of measure are included on Procore's master list?
Who can manage compliance on commitments with Procore Pay? (Beta)
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?