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Procore

View Commitments

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Objective

To view the purchase orders and subcontracts associated with your Procore project using the Commitments tool. 

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 purchase orders and subcontracts as described below. 

Things to Consider

  • Required User Permission:
    • If a purchase order or subcontract 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 a member of the 'Private' list on the purchase order or subcontract. 
      • OR
        'Read-Only' or 'Standard' permission on the project's Commitments tool with the 'View Private Subcontracts' and/or View Private Purchase Orders' granular permission enabled on the permission template. This permission allows you to view the Change Orders tab on the purchase order or subcontract. 
    • If a purchase order or subcontract is NOT marked Private, 'Read-Only' permissions or higher on the Commitments tool.

Steps

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

Switch Between Tabs

To switch between views, click one of the tabs across the top of the page:

commitments-tabs.png

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

Perform a Search

To search for a matching purchase order or subcontract on any tab in the Commitments tool, enter your keywords in the Search box. Then press the ENTER key or click magnifying glass. 

commitments-search.png

Apply Filters

To narrow the purchase orders and commitment orders listed on any tab in the Commitments tool,  you can apply filters to the commitments list.

  1. Select an option from the Add Filters drop-down list.
    commitments-add-filter.png
  2. In the secondary drop-down list, place a checkmark in one or more checkboxes.
    commitments-secondary.png
    Note: If the list of checkbox options is long, you can search in the drop-down list or use the scroll bars. 
  3. Click outside the drop-down list to refresh the page. Procore narrows the list to include only the items that match the applied filters. 

The table below shows you the available filters. 

Add Filters Option Purpose Checkbox Options
Type To narrow the list to show only the items that meet the selected criteria.  Select All
Purchase Orders
Subcontracts
Status To narrow the list to show only the items that meet the selected criteria.  Select All
All Commitments: Draft, Approved
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.  Select All
Yes
No
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