When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.
This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.
General Contractors English (United States) - Default |
Owners English (Owner Terminology V2) |
Specialty Contractors English (Specialty Contractor Terminology) |
---|---|---|
Invoicing | Invoicing | Progress Billings |
Owner | Funding | Owner |
Owner/Client | Owner/Client | GC/Client |
Prime Contract Change Order | Funding Change Order | Client Contract Change Order |
Prime Contracts | Funding | Client Contracts |
Revenue | Funding | Revenue |
Subcontract | Contract | Subcontract |
Subcontractor | Contractor | Subcontractor |
Subcontractor Schedule of Values (SSOV) | Contractor Schedule of Values (CSOV) | Subcontractor Schedule of Values (SSOV) |
To configure the advanced settings for the Project level Invoicing tool as an invoice administrator.
An invoice administrator should configure the Invoicing tool settings before your team members create any invoices on a Procore project.
These settings populate the date fields in the 'Set Up Billing Period' prompt when users Create Manual Billing Periods with the Invoicing Tool.
To configure the Default Billing Period settings:
These settings are only available with Procore Pay. For instructions:
Use these settings to adjust the Invoicing tool's email messages.
To configure the Emails settings:
Use these settings to configure the system's behavior for subcontractor invoices:
To configure the Other settings:
These settings are only available if your company enables the Workflows tool and a workflow template is assigned to the project. See Assign a Custom Workflow Template to a Project. To learn how to configure the settings, see Configure a Custom Workflow Template for Subcontractor Invoices on a Project.
These settings are only available if your company enables the Workflows tool and a workflow template is assigned to the project. See Assign a Custom Workflow Template to a Project. To learn how to configure the settings, see Configure a Custom Workflow Template for Owner Invoices on a Project.