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Edit a Commitment

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Objective

To edit an existing subcontract or purchase order in the project's Commitments tool. 

Things to Consider

Steps

Edit a Commitment

  1. Navigate to the project's Commitments tool.
  2. Click the Summary or Detailed tab. 
  3. Locate the purchase order or subcontract to modify. Then click Edit.
  4. Update the information as needed. To learn how, see Create a Subcontract or Create a Purchase Order.
  5. If you want to rearrange the line items in the SOV, see Rearrange SOV Line Items below. 
  6. When you are done with your edits, click Save.

Rearrange SOV Line Items 

You can rearrange SOV line items to organize your contract if you add in line items at a later date. 
Note: SOV line items can only be rearranged if a CCO has not been Approved or an Invoice has not been created.

  1. Navigate to the project's Commitments tool.
  2. COMING SOON Click the Summary or Detailed tab. 
  3. Locate the purchase order or subcontract to modify. Then click Edit.
  4. Click the Schedule of Values tab.
  5. Click  Edit.
  6. Rearrange the line items by hovering over the column on the left and the drag-and-drop the line item into its desired position on the schedule. 
  7. When you are done rearranging the items, click Save.

 

If you would like to learn more about Procore’s commitments software and how it can help your business, please visit our construction financials tool product page here.