Tutorials

Commitments

• Add a Line Item to a Schedule of Values
• Add a Related Item to a Commitment
• Approve and Sign a Commitment Contract
• Create a Commitment
  • Create a Purchase Order
  • Create a Subcontract
• Edit a Commitment
• Delete a Commitment
• Email a Commitment
• Enable Retainage on a Commitment
• Enable the Commitments Tool
• Export a Commitment to PDF or DOCX
• Import a Commitment CSV
• Search Commitments
• View a Purchase Order
• View a Subcontract
• View Commitments

Commitment Change Orders (CCOs)

• Add Financial Markup to Commitment Change Orders (CCOs)
• Create a Commitment Change Order (CCO)
• Send a Commitment Change Order (CCO) to ERP Integrations for Accounting Acceptance

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

Settings

• Configure Advanced Settings: Commitments Tool
• Edit the Advanced Settings Tab on a Commitment

Subcontractor Invoices

• About Subcontractor Invoices
• Bulk Edit Subcontractor Invoice Statuses
• Compile Subcontractor Invoice Backup
• Create a Payment Issued
• Create a Payment Schedule
• Create an Invoice on Behalf of a Subcontractor
• Create an Invoice for Release of Retention
• Create Automatic Billing Periods
• Create Invoice Contacts
• Create Commitment Subcontractor Schedule of Values
• Edit a Billing Period For Invoices
• Edit Commitment Subcontractor Schedule of Values (as a Sub)
• Enable the Payments Issued Tab
• Enable or Disable a Subcontractor SOV
• Export the Billings Page
• Export an Invoice as a PDF, CSV, or PDF with attachments
• Review Invoices as an Admin
• Review Invoices as a Subcontractor
• Search, Filter, and Group the Billings Page
• Send Subcontractor Invoice Invitations
• Set or Release Retainage For All Line Items For an Invoice
• Start a New Billing Period and Send Invoice Emails
• Submit an Invoice as a Subcontractor

DocuSign^® Integration

• 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®