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View Inclusions/Exclusions on a Subcontract

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Objective

To view the inclusions and exclusions for a subcontract in the project's Commitments tool. 

Background

When creating subcontracts, it is important to explicitly state what is included and not included in the agreement. To ensure this information is captured and documented, the Commitments tool provides an Inclusions and Exclusions field in the commitment contract:

  • Inclusions describe the actions, items, services, and tasks that are included in the scope of work. 
  • Exclusions describe the actions, items, services, and tasks that are not included in the scope of work. 

Things to Consider

  • Required User Permissions:
    • To view subcontracts NOT marked Private, 'Read-Only' level permissions or higher on the project's Commitments tool.
    • To view subcontracts marked Private:
      • 'Admin' level permissions on the project's Commitments tool. 
        OR
      • 'Read-Only' or 'Standard' level permissions on the project's Commitments tool and you must be a member of the 'Private' list on the subcontract. 
      • OR
        'Read-Only' or 'Standard' level permissions on the project's Commitments tool with the 'View Private Subcontracts' granular permission enabled on the permission template. This permission allows you to view the Change Orders tab on the subcontract. 

Prerequisites

Steps

  1. Navigate to the project's Commitments tool. 
  2. Under the Contracts tab, locate the purchase order or subcontract. Then click View.
  3. Under the Additional Information section, view the information in the Inclusions and Exclusions fields.

 

If you would like to learn more about Procore's commitments software and how it can help your business, please visit our construction financials tool product page .