View a Subcontract (Tucker HiRise)
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Steps
- Navigate to the project's Commitments tool.
- Click the Summary or Detailed tab.
- Locate the subcontract. Then click View.
- View the subcontract's information by clicking the following tabs:
General Information
- View General Information: Under General Information, you can view the basic subcontract information that was entered when creating the subcontract.
- View Contract Summary Report: In the Contract Summary Report, you can view the original contract, as well as any approved or pending change orders and any invoices or payments issued. The Contract Summary Report also displays the remaining outstanding balance on the contract.
Schedule of Values
This tab displays the Schedule of Values for the subcontract, which lists the cost codes, contract amount, billed to date and remaining costs.
Change Orders
The Change Orders sub tab provides an overview of any change orders that have been created for that particular subcontract. You can view the status, the amount and due date for each change order. You can also export each change order to a PDF or CSV.
Note
This tab is available to users with 'Admin' permission on the Commitments tool. If you have 'Read-Only' or 'Standard' permission, you must be added as a member of a commitments 'Private' list in order to see it or your company's Procore Administrator must grant you the appropriate granular permission. See Grant Granular Permissions in a Permission Template.
RFQs
If the Change Events tool is enabled on the project, this tab displays any Request for Quotes (RFQs) that are related to the subcontract.
Invoices
This tab displays any invoices submitted for that subcontract, and outlines the period, billing date, revised contract sum, payment due, retainage, balance to finish and percentage complete.
Payments Issued
This tab displays all payments that have been issued for the subcontract.
Related Items
This tab displays all items related to the subcontract. Related items can be manually added to each subcontract. In this case, the Bid Sheet is automatically listed as a related item because this subcontract was converted to a contract from the Bid Sheet.
Emails
This tab displays all email communication associated with the subcontract.
Note
You will only be able to view this tab if you have 'Admin' level permissions on the Commitments tool or are included in the email.Change History
The Change History tab outlines changes made to the subcontract, who performed the change, details of the change, from what it was changed from and what it was changed to, and the date and time of the change. Items in this history cannot be deleted.
Note
You can only view this tab if you have 'Admin' level permissions on the Commitments tool.Advanced Settings
This tab displays advanced settings that can be configured for the subcontract.
Note
You can only view this tab if you have 'Admin' level permissions on the Commitments tool.