Tutorials

Commitments

• Export a Contracts List to CSV or PDF
• Manage Rows & Columns in the Commitments Tool
• Search for and Apply Filters to the Commitments Tool

Purchase Orders

• Add a Related Item to a Purchase Order or Subcontract
• Create a Purchase Order
• Delete a Purchase Order or Subcontract
• Edit a Purchase Order
• Email a Purchase Order or Subcontract
• Enable Retainage on a Purchase Order or Subcontract
• Export a Purchase Order or Subcontract to DOCX or PDF
• View a Purchase Order

Subcontracts

• Add a Related Item to a Purchase Order or Subcontract
• Approve and Sign a Subcontract
• Create a Subcontract
• Delete a Purchase Order or Subcontract
• Edit a Subcontract
• Email a Purchase Order or Subcontract
• Enable Retainage on a Purchase Order or Subcontract
• Export a Purchase Order or Subcontract to DOCX or PDF
• View a Subcontract
• View Inclusions/Exclusions on a Subcontract

Add a Schedule of Values

• Add a Line Item to a Commitment's Schedule of Values
• Import a Commitment CSV

1-Tier Change Orders 

1. Create a Commitment Change Order (CCO)

2-Tier Change Orders

1. Create a Commitment Potential Change Order (CPCO) from a Change Event
2. Create a Commitment Change Order (CCO)

3-Tier Change Orders

1. Create a Commitment Potential Change Order (CPCO) from a Change Event
2. Create a Change Order Request (COR) for a Commitment
3. Create a Commitment Change Order (CCO)

Other Tasks

• Add Financial Markup to Commitment Change Orders

Subcontractor Invoices

About Subcontractor Invoices

Invoice Contacts

• Add Invoice Contacts to a Purchase Order or Subcontract
• Send an 'Invite to Bill' to an Invoice Contact
• Accept or Decline an 'Invite to Bill' as an Invoice Contact
• Submit a New Invoice as an Invoice Contact
• Revise & Resubmit an Invoice as an Invoice Contact
• Update a Subcontractor SOV as an Invoice Contact

Billing Periods

• See the Invoicing tool. 

Subcontractor Invoices

• Create an Invoice on Behalf of an Invoice Contact
• Delete a Subcontractor Invoice from the Commitments Tool
• Submit a New Invoice as an Invoice Contact
• Review a Subcontractor Invoice as an Administrator
• Revise & Resubmit an Invoice as an Invoice Contact

Retainage

• Enable Retainage on a Purchase Order or Subcontract
• Create a Subcontractor Invoice for the Release of Retainage
• Set or Release Retainage on a Subcontractor Invoice

Sliding Scale Retention

•   Enable Sliding Scale Retention Rules on Subcontractor Invoices

Subcontractor Schedule of Values (SSOV)

• Enable or Disable a Subcontractor SOV
• Add a Subcontractor SOV to a Commitment
• Update a Subcontractor SOV as an Invoice Contact

Payments Issued

• Add a New Payment to the Payments Issued Tab of a Commitment
• Enable the Payments Issued Tab on a Commitment

Payment Schedule

•   Create a Payment Schedule

Configuration Tasks

• Configure Settings: Commitments Tool
• Edit the Advanced Settings Tab on a Commitment
• Configure the Number of Commitment Change Order Tiers

CUSTOM FIELDS & CONFIGURABLE FIELDSETS FOR CONTRACTS

• Create New Custom Fields
• Create New Configurable Fieldsets

DocuSign^®

• Bulk Send Subcontractor Invoices to DocuSign®
• Complete Subcontractor Invoices with DocuSign®
• Create a Commitment Change Order (CCO) with DocuSign®
• Create a Commitment Contract with DocuSign®

ERP Integrations

If your company is using Procore with an integrated ERP system, there are additional tasks to ensure commitments and change orders are synced between systems:

• Export a Commitment to an Integrated ERP System
  • Send a Commitment to ERP Integrations for Accounting Acceptance
• Request to Reset a Commitment Synced with an Integrated ERP System
• Edit a Commitment Synced with an Integrated ERP System
• Delete a Commitment Synced with an Integrated ERP System
• Export a Commitment Change Order (CCO) to an Integrated ERP System
  • Send a CCO to ERP Integrations for Accounting Acceptance