Tutorials

Commitments

General Tasks

• 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
• LEGACY Create a Purchase Order
• Create Purchase Orders
• Delete a Purchase Order or Subcontract
• LEGACY Edit a Purchase Order
• Edit Purchase Orders
• 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
• LEGACY Create a Subcontract
• Create Subcontracts
• Delete a Purchase Order or Subcontract
• LEGACY Edit a Subcontract
• Edit Subcontracts
• 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

Other Tasks

• Add Financial Markup to Commitment Change Orders

1-Tier Change Orders 

1. Create a Commitment Change Order

2-Tier Change Orders

1. Create a Commitment Potential Change Order from a Change Event
2. Create a Commitment Change Order

Subcontractor Invoices

About Subcontractor Invoices
 

Invoice Contacts

• Accept or Decline an 'Invite to Bill' as an Invoice Contact

Configuration Tasks

Tool Level

• Configure Settings: Commitments Tool
  • Configure the Default Privacy Settings for New Commitments
  • Configure the Number of Commitment Change Order Tiers

Commitment Level

• Change the Privacy Settings for a Commitment
• Edit the Advanced Settings Tab on a Commitment

CUSTOM FIELDS & CONFIGURABLE FIELDSETS 

• Create New Custom Fields
• Create New Configurable Fieldsets

DocuSign^®

• Bulk Send Subcontractor Invoices to DocuSign®
• Complete Subcontractor Invoices with DocuSign®
• Complete a Commitment Change Order with DocuSign®
• Complete 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 to an Integrated ERP System
  • Send a Commitment Change Order to ERP Integrations for Accounting Acceptance