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View Reports in the Commitments Tool

 Note
If you are using the early access design release of the new Contracts table in the project's Commitments tool, the Reports button is not available. Instead, use the project's Reports tool. See Create a Custom Project Report. To learn more about the early access design and its features, see Project Financials: New Contracts List in Commitments & Prime Contracts.

Objective

To view reports using the Reports menu in the project's Commitments tool. 

Background

Using the Commitments tool, you can generate the following reports if your user account has been granted sufficient access permissions: Buyout Summary Report, Committed Cost Report, and Subcontractor Invoices by Date Report. If your company's Procore Administrator has opted to enable a change order association setting on your project, you may also have sufficient permissions to generate a Change Order Reconciliation Reports from the Commitments tool. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Reports tool.
      AND
    • To view the 'Buyout Summary Report' and 'Committed Cost Report', 'Read Only' or 'Standard'  level permissions on the project's Commitments tool
    • To view the reports above and the 'Subcontractor Invoices by Date Report',  'Admin' level permissions on the project's Commitments tool. 

Prerequisites

  • This Change Order Reconciliation Report is only visible when your company's Procore Administrator has submitted a request to your Procore point of contact to enable this report on the backend of Procore. 

Steps

  1. Navigate to the project's Commitments tool. 
  2. Click the Reports button. Then select one of these report options from the drop-down list:
    Note: Your Procore user account must have access permission to both the project's Commitments and project's Reports tools. 
    • Buyout Summary Report
      The Buyout Summary Report provides users with a line-by-line recap of your construction project's buyout process. Columns in this report include: Cost Code, Cost Type, Original Budget, Budget Modifications, Approved COs, Revised Budget, Commitment #, Contract Company, Original Commitment Costs, Approved COs, Revised Commitment Costs, Uncommitted Costs

 

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 here.