Skip to main content
Procore

Edit a Commitment

Also available on 

Objective

To edit an existing subcontract or purchase order in the Commitments tab. 

Things to Consider

  • Required User Permission:
    • To edit a purchase order or subcontract, 'Admin' level permission on the project's Commitments tool.
      OR
    • To edit a purchase order or subcontract as a user with 'Standard' or 'Read Only' level permission to the Commitments tool, the 'Update Purchase Order' and 'Update Subcontract' granular permissions must be enabled on the permission template associated with your user account on the project. See "Grant Granular Permissions in a Permission Template" in the See Also section below. 
  • If your company has enabled the ERP Integrations tool:

Steps

Edit a Commitment

  1. Navigate to the project's Commitments tool.
  2. Locate the subcontract or purchase order in the List view. Then click Edit
    This reveals the details of the commitment.
  3. Modify any of the editable fields. To learn about the fields you can edit, see "Create a Subcontract" or "Create a Purchase Order" in the See Also section below.
  4. If you want to rearrange the line items in the SOV, see Rearrange SOV Line Items below. 
  5. 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. Locate the subcontract or purchase order. Then click Edit
    This reveals the details of the commitment. 
  3. Click the Schedule of Values tab.
  4. Click  Edit.
  5. 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. 
  6. When you are done rearranging the items, click Save.

See Also