Tutorials

Commitments

• Add a Line Item to a Commitment's 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
• Export Commitments to CSV or PDF
• Export a Purchase Order or Subcontract to DOCX or PDF
• Import a Commitment CSV
• Search for and Apply Filters to Commitments
• View Commitments
  • View a Purchase Order
  • View a Subcontract
• View Reports in the Commitments Tool

Commitment Change Orders (CCOs)

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

Subcontractor Invoices

• About Subcontractor Invoices
• Create an Invoice on Behalf of a Subcontractor
• Create a Payment Schedule (AUS/NZ)
• Create Invoice Contacts
• Review Invoices as an Admin
• Review Invoices as a Subcontractor
• Submit an Invoice as a Subcontractor
• Retainage
  • Create an Invoice for Release of Retainage
  • Set or Release Retainage For All Line Items For an Invoice
• Subcontractor Schedule of Values (SOV)
  • Enable or Disable a Subcontractor SOV
  • Add a Subcontractor SOV to a Commitment
  • Update the Subcontractor SOV on a Commitment
• Payments Issued
  • Enable the Payments Issued Tab on a Commitment
  • Add a New Payment to the Payments Issued Tab of a Commitment

Settings

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

Integrations