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Procore

Commitments Tool SOP

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The Commitments tool in Procore allows your teams to see the status and current value of all contracts and purchase orders. Easily pinpoint which contracts have been approved or determine the status of invoices and payments. Procore can be customized to produce your company's contract documents to streamline the process and ensure consistency across projects.

HIGHLIGHTS   
  • View and filter a detailed list of all the financial commitments (e.g., subcontracts, purchase orders, etc.) on a project. 
  • Create Invoices, Purchase Orders, and Subcontracts and share 
  • Add 'Standard' level users to a distribution group to share relevant commitment information with that group by email. 
  • Print and export information to PDF. 
  • Allow vendors to create and submit their progress billings.

Company Best Practices/ Intro

Project Managers:

 

Superintendents:

 

 

 

Subcontractor Invoices

 

 

Accept or Decline an 'Invite to Bill' as an Invoice Contact
Accept or Decline an '...
DRAFT
DRAFT

 

 

 

 

START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...

 

Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
INVOICING
INVOICING
Add an 'Invoice Contact' with the Commitments or Invoicing tool?
Add an 'Invoice Contact' with the Co...

 

Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
INVOICE CONTACT
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new invoice?
Who will create the new invoice?
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Administrator (an internal user)
Invoice Administrato...
Invoice Contact
(an external collaborator)
Invoice Contact...
Commitments
Commitments
Invoicing
Invoicing

 

Create a New Invoice on Behalf of the Invoice Contact
Create a New Invoice o...

 

END
END

 

Send an 'Invite to Bill' to an Invoice Contact
Send an 'Invite to...

 

Revise and Resubmit an Invoice as an Invoice Contact
Revise and Resubmit an...
REVISE AND RESUBMIT
REVISE AND RESUBMIT
Does the invoice contact want to submit an invoice for the current billing period?
Does the invoice contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED
 
Did the Invoice Administrator reject any line items on the invoice?
Did the Invoice Administrator...

 

END
END
DECLINED
DECLINED
 
General Availability
Submit a New Invoice as an Invoice Contact
General Availability...
Review an Invoice as an Invoice Administrator
Review an Invoice as an I...
Are you using one of the supported ERP Integrations to sync invoices? 
Are you using one of the suppo...
DRAFT
DRAFT

 

 
 
Limited Release
Submit a New Invoice as an Invoice Contact
Limited Release...
Continued from the 'Create a Commitment' workflow
Continued from the 'Create a C...
Continue to the 'Export Approved Subcontractor Invoices to ERP' workflow
Continue to the 'Export Approv...

 

Commitments Tool Step By Step Tutorials and "How To's"

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

About the Commitments Tool

Commitments
1-Tier Change Orders 
  1. Create a Commitment Change Order
Subcontractor Invoices

About Subcontractor Invoices
 

Invoice Contacts
Billing Periods
Configuration Tasks
CUSTOM FIELDS & CONFIGURABLE FIELDSETS 
Integrations