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Procore

View Commitments

 

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Objective

To view the commitments on a Procore project.

Background

If you have been granted the appropriate permissions to the project's Commitments tool, you'll be able to view some or all of a project's commitments as described below. 

Things to Consider

  • Required User Permission:
    • If a commitment is marked  Private:
      • 'Admin' permission on the project's Commitments tool. 
        OR
      • 'Read-Only' or 'Standard' permission on the project's. Commitments tool and you must be added as a member of the 'Private' list on the commitment. 
    • If a commitment is NOT marked as Private, 'Read-Only' permissions or above on the Commitments tool.
       Important
      Your company's Procore Administrator has the ability to apply additional permissions that may affect your ability to view commitments on a project. To learn more about these options, see Grant Granular Permissions in a Permission Template. To determine if one of these permissions applies to your user account, contact a user with 'Admin' permission on the Commitments tool or your company's Procore Administrator. 

Steps

  1. Navigate to the project's Commitments tool.
  2. Choose from these options:

View the Commitments List

To view your project's commitments, click the Commitments List tab. Commitments are listed under the Committed-Summary

Switch Between Views

To switch between views, click one of these links under the Views section:

  • Summary. This lists a summary of committed contract totals, as well as all subcontracts and purchase orders. 
  • Detailed. his view lists all commitments as well as their details, such as any accompanying change orders or related items. 
  • Recycle Bin. This view lists all commitments that have been sent to your recycle bin.

Perform a Search

To find a specific commitment, enter a keyword in the Search Commitments box. Then click Search. This searches through all of the project's commitment 'Titles' to find any matching results. 

Apply Filters

To narrow the commitments in view on the Commitments List tab, select the options you want to apply to the list under Filters. The following table summarizes each available filter, its purpose, and any additional options. 

Filters Purpose Options Additional Options
Type To narrow the list to show only the items that meet the selected criteria.  All
Purchase Orders
Subcontracts
None
Status To narrow the list to show only the items that meet the selected criteria.  All
Purchase Orders
Subcontracts

All: All, Approved, Draft
Purchase Orders: Processing, Submitted, Partially Received, Received, Closed
Subcontracts: Out for Bid, Out for Signature, Complete, Terminated, Void

Executed To narrow the list to show only the items that meet the selected criteria.  Yes
No
None
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