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Procore

Edit the Advanced Settings Tab on a Commitment

Objective

To configure the settings in the Advanced Settings tab on an individual commitment. 

Background

When working with an individual commitment, a user with 'Admin' permission on the project's . Commitments tool has the ability to some advanced settings that apply only to that commitment. For best results, it is recommended that you configure the advanced settings before you add line items and before you create subcontractor invoices for the commitment. 

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Commitments tool.
  • Additional Information:
    •  For best results, it is recommended that you use the steps below to configure the advanced settings for a commitment before you add line items and before you create subcontractor invoices for the commitment. 
    • The settings described in this tutorial are advanced settings that can only be applied on individual commitments. To learn about global settings that can be configured to apply to all commitments, see Configure Settings: Commitments

Steps

  1. Navigate to the project's Commitments tool.
  2. Locate the commitment that you want to modify and click its hyperlink.
  3. Click Advanced Settings
  4. Click Edit
  5. Under Edit Advanced Settings, turn features ON and OFF as follows:
    • Comments
      • Enable Comments. Place a checkmark in this box to provide users with 'Admin' permission on the Commitments tool with the ability to add comments.
    • Financial Markup
    • Payment
    • Invoice
      • Enable Completed Work Retainage. Place a checkmark in this box to enable a data entry field that gives users the ability to specify completed work retainage on the commitment. Remove the checkmark from this box changes the 'Default Retainage Percent' setting on the commitment to zero (0) percent.
         Important
        For best results, it is recommended that you decide whether you want to turn the 'Enable Completed Work Retainage' setting ON or OFF before you being creating subcontractor invoices for the commitment.
      • Level of Detail to Display Change Orders. Choose one of the following settings to define the level of detail that displays for change orders when users view or print the detail page for an invoice. Options include:
        • Commitment Change Order (CCO). This option includes CCO information on the detail page. 
        • Line Items in Each Change Order. This option includes the line items for the commitment's change orders. 
      • Enable Invoices. Place a checkmark in this box to enable the Invoices tab on the commitment. The controls in this tab provides users with 'Admin' permission on the Commitments tool with the ability to invite subcontractors to create invoices for the commitment. To learn more, see Send Subcontractor Invoice Invitations.
      • Show Cost Code on PDF. Place a checkmark in this box to show cost code on the invoice PDF by default. See Configure Settings: Commitments.
    • Schedule of Values
      • Accounting Method. Choose the accounting method that you want Procore to use on the commitment.  Your choices are Amount Based or Unit/Quantity Based
         Important
        It is important to verify that the accounting method that you want to use is set when you first create a commitment and before your add line items to the commitment's Schedule of Values (SOV). You cannot change the accounting method after creating a line item. To learn about the things to consider, see  How do I set the accounting method for a commitment or prime contract
    • Subcontractor SOV
      • Enable Subcontractor SOV. Place a checkmark in this box to enable a Subcontractor Schedule of Values (SSOV) on the commitment. 
    • Sliding Scale Retention
  6. Click Save.

See Also 

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