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Procore

View a Subcontract

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Objective

To view the details of a subcontract in the Commitments tab. 

Things to Consider

  • Required User Permission: 'Read-only' and above on the project's Commitments tab. 

 

Steps

  1. Navigate to the project's Commitments tool.
    This reveals the Commitments page.
  2. Locate the desired subcontract and then click View
    This opens the selected subcontract in view mod. 

    If your company has enabled the ERP Integrations tool for use with an integrated ERP system, color-coded icons and ribbons appear in relevant areas of Procore. This visually highlights your system's ERP integration data, to help you quickly identify its current state. 

    ICON RIBBON COLOR DEFINITION
    icon-erp-rejected.png ribbon-erp-rejected.png YELLOW Data that was sent ERP Integrations tool for approval has been retrieved from the tool by an end user.
    OR
    Data that was sent to the ERP Integrations tool has been rejected for export to the integrated ERP system by an accounting approver.
    icon-erp-synced.png ribbon-erp-synced.png GREEN Data is synced with a third-party ERP system.
    icon-erp-sent.png ribbon-erp-sent.png BLUE Data been sent to the ERP Integrations tool and is waiting for accounting approver to accept it for export to the integrated ERP system. 
    erp-accountant-badge.png   GREEN When a user is designated as an accounting approver, this badge appears next to his or her user profile in the Company and Project Directory. 
  3. You can then view the following tabs:

View General Information: 

  • View General InformationUnder General Information, you can view the basic subcontract information that was entered when creating the subcontract. 
  • View Contract Summary Report:  In the Contract Summary Report, you can view the original contract, as well as any approved or pending change orders and any requisitions or payments issued. The Contract Summary Report also displays the remaining outstanding balance on the contract. 


commitment-general.png

View Schedule of Values:

This tab displays the schedule of values for the subcontract, which list the cost codes, contract amount, billed to date and remaining costs. 

Note: You will only be able to view this tab if you have 'Admin' level permissions on the Commitments tool or have been added to the Private section next to " Allow These Users to See SOV" setting. 

commitment-sov.png

View Change Orders:

The Change Orders sub tab provides an overview of any change orders that have been created for that particular subcontract. You can view the status, the amount and due date for each change order. You can also export each change order to a PDF or CSV. 

commitment-changeorder.png

 

View RFQs

This tab displays any RFQs (Request for Quotes) that were created for or from that particular subcontract. 


commitments-rfqs.png

View Invoices:

This tab displays any invoices submitted for that subcontract, and outlines the period, billing date, revised contract sum, payment due, retainage, balance to finish and percentage complete.


view-invoices.png

View Payments Issued:

This tab displays all payments that have been issued for the subcontract. 


payments-issued.png

View Related Items:

This tab displays all items related to the subcontract. Related items can be manually added to each subcontract. In this case, the Bid Sheet is automatically listed as a related item because this subcontract was converted to a contract from the Bid Sheet. 


related-items.png

 

View Emails:

This tab displays all email communication associated with the subcontract. 
Note: You will only be able to view this tab if you have 'Admin' level permissions on the Commitments tool or are included in the email.

 

emailcommitment.png

View Change History:

The Change History tab outlines changes made to the subcontract, who performed the change, details of the change, from what it was changed from and what it was changed to, and the date and time of the change. Items in this history cannot be deleted.

Note: You can only view this tab if you have 'Admin' level permissions on the Commitments tool. 
change-history.png

 

View Advanced Settings:

This tab displays advanced settings that can be configured for the subcontract. 

Note: You can only view this tab if you have 'Admin' level permissionns on the Commitments tool. 


advanced-settings-ciommitments.png

 

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