Below are the notable changes to the project's Commitments tool.
FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Invoice Experience Date (01/26/2023)
The option to switch between the beta and legacy subcontractor invoice experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.
Custom Fields now visible in commitments List view (01/05/2023)
Users can now see custom fields in the commitments list view table. Users can now view, filter, and sort by custom fields in the list view.
Added a New Choose Delimiter Option for Schedule of Values Imports (09/12/2022)
Procore added a new option in the 'Import Schedule of Values from CSV' window that lets you choose the character used as a delimiter. A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data. This supports Procore clients who work in regions where a comma (,) is used to represent a decimal symbol and the list separator is generally set to a semicolon (;). To learn more, see Import Commitment SOV Line Items from a CSV File.
New 'Send SSOV Notification' Button (04/11/2022)
If the 'Subcontractor SOV' tab is enabled on the Project level Commitments tool (see Enable or Disable the Subcontractor SOV Tab on the Commitments Tool) invoice administrators can now click a 'Send SSOV Notification' button. This sends an email message to the invoice contact to alert the user to complete line item breakdown in the Subcontractor Schedule of Values. To learn more, see What is a Subcontractor Schedule of Values? To use the new button, see Send a Subcontractor SOV Notification. To respond to SSOV notification, see Update the Subcontractor SOV.
Modernized Experience for the Commitments Tool (04/11/2022)
To provide you with a modernized interface and optimizations to improve your ability to create and manage contracts more efficiently, Procore is pleased to announce the general availability of a new experience in the Commitments tool. Users will be permitted to exit out of the modernized experience and return to the legacy experience until the end of Q3 2022. After the end Q3 2022, the legacy experience will be removed and users will be required to use the new experience. To learn more about this release, see Project Financials: Modernized Experience for the Commitments Tool.
Financial Management: New Admin & Collaborator Views for Subcontractor Invoices (03/23/2022)
On March 23, 2022, the redesigned subcontractor invoice beta experience was turned ON in all project's using the Commitments and Invoicing tools. To give users time to preview the design changes, Procore is providing users with the option to switch between the beta and legacy experience until February 2023. After February 2023, the ability exit out of the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.
COMPLETED THE UPDATE FOR IMPORTING A SCHEDULE OF VALUES FROM A CSV FILE (03/08/2022)
On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a commitment's 'Schedule of Values' from a Comma Separated Values (CSV) file. The deployment was completed on March 8, 2022. Both the legacy experience and the modernized beta experience of the Prime Contracts tools now have the new Schedule of Values import experience. To learn more, see Import Commitment SOV Line Items from a CSV File.
Updated the User Experience for Importing a Schedule of Values from a CSV File (02/24/2022)
On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a commitment's 'Schedule of Values' from a Comma Separated Values (CSV) file. The new experience will be gradually deployed to Procore users over the next week and will be available to users in both the legacy and beta experience of the project's Commitments tool. To learn more, see Import Commitment SOV Line Items from a CSV File.
New Always Editable Schedule of Values Option on the Commitments Tool (02/15/2022)
To provide users with ability to refine contract values on a commitment's Schedule of Values without having to issue a commitment change order, Procore has added a new 'Enable Always Editable Schedule of Values' configuration setting on the project's Commitments tools. This setting is similar to one with the same name in the Project level Client Contracts, Prime Contracts, and Funding tools. It is recommended that you turn this setting ON before your team starts creating invoices or progress billings on a project. To learn more, see What is the 'Enable Always Editable Schedule of Values' setting?
Updated the Behavior of the Invoice # Field for Subcontractor Invoices (02/11/2022)
When creating or editing a subcontractor invoice, users have the option to enter a value in the Invoice # field. Users can continue to leave this field blank. However, if you choose to enter a value in this field, Procore now requires the value to be unique to each invoice on a commitment. To learn more, see Create an Invoice on Behalf of an Invoice Contact and Submit a New Invoice as an Invoice Contact.