Commitments Tool SOP

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Company Best Practices/ Intro
1. Project Managers:
2. Superintendents:
Subcontractor Invoices
Commitments Tool Step By Step Tutorials and "How To's"

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

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.

About the Commitments Tool

Commitments

General Tasks

Create a Commitment
Edit a Commitment
Export a Commitment
Export a Commitments List
Manage Rows & Columns in the Commitments Tool
Search for and Apply Filters to the Commitments Tool
Legacy Add a Related Item to a Purchase Order or Subcontract

Purchase Orders

LEGACY Create a Purchase Order
Create Purchase Orders
Delete a Purchase Order or Subcontract
LEGACY Edit a Purchase Order
Edit Purchase Orders
Email a Purchase Order or Subcontract
Enable Retainage on a Purchase Order or Subcontract
View a Purchase Order

Subcontracts

Approve and Sign a Subcontract
LEGACY Create a Subcontract
Create Subcontracts
Delete a Purchase Order or Subcontract
LEGACY Edit a Subcontract
Edit Subcontracts
Email a Purchase Order or Subcontract
Enable Retainage on a Purchase Order or Subcontract
View a Subcontract
View Inclusions/Exclusions on a Subcontract

Add a Schedule of Values

Add a Line Item to a Commitment's Schedule of Values
Import a Commitment CSV

Other Tasks

Add Financial Markup to Commitment Change Orders

Commitment Change Orders

Configure the Number of Commitment Change Order Tiers

1-Tier Change Orders

Create a Commitment Change Order

2-Tier Change Orders

Create a Commitment Potential Change Order from a Change Event
Create a Commitment Change Order

Subcontractor Invoices

About Subcontractor Invoices

Invoice Contacts

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

Legacy Content

These tutorials will be updated in the future for the New Admin & Collaborator Views for Subcontractor Invoices release. Until then, tutorials for the beta experience are published in Invoicing.

Add Invoice Contacts to a Purchase Order or Subcontract
Send an 'Invite to Bill' to an Invoice Contact
Submit a New Invoice as an Invoice Contact
Revise & Resubmit an Invoice as an Invoice Contact
Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool

Billing Periods

See the Invoicing tool.

Invoice Administrators

Allow or Prevent Overbilling on a Subcontractor Invoice

Legacy Content

These tutorials will be updated in the future for the New Admin & Collaborator Views for Subcontractor Invoices release. Until then, tutorials for the beta experience are published in Invoicing.

Create an Invoice on Behalf of an Invoice Contact
Delete a Subcontractor Invoice from the Commitments Tool
Submit a New Invoice as an Invoice Contact
Review a Subcontractor Invoice as an Administrator
Revise & Resubmit an Invoice as an Invoice Contact

Retainage

Enable Retainage on a Purchase Order or Subcontract

Legacy Content

These tutorials will be updated in the future for the New Admin & Collaborator Views for Subcontractor Invoices release. Until then, tutorials for the beta experience are published in Invoicing.

Create a Subcontractor Invoice for the Release of Retainage
Set or Release Retainage on a Subcontractor Invoice

Sliding Scale Retention

Enable Sliding Scale Retention Rules on Subcontractor Invoices

Subcontractor Schedule of Values

Enable or Disable the Subcontractor SOV Tab on a Commitment
Add a Subcontractor SOV to a Commitment
Update a Subcontractor SOV as an Invoice Contact

Payments Issued

Add a New Payment to the Payments Issued Tab of a Commitment
Enable the Payments Issued Tab on a Commitment

Payment Schedule

Create a Payment Schedule

Configuration Tasks

Tool Level

Configure Settings: Commitments
- Configure the Default Privacy Settings for New Commitments
- Configure the Number of Commitment Change Order Tiers

Commitment Level

Change the Privacy Settings for a Commitment
Edit the Advanced Settings Tab on a Commitment

CUSTOM FIELDS & CONFIGURABLE FIELDSETS

Create New Custom Fields
Create New Configurable Fieldsets

Integrations

DocuSign^®

^{See DocuSign®}

ERP Integrations

If your company is using Procore with an integrated ERP system, there are additional tasks to ensure commitments and change orders are synced between systems:

Export a Commitment to an Integrated ERP System
- Send a Commitment to ERP Integrations for Accounting Acceptance
Request to Reset a Commitment Synced with an Integrated ERP System
Edit a Commitment Synced with an Integrated ERP System
Delete a Commitment Synced with an Integrated ERP System
Export a Commitment Change Order to an Integrated ERP System
- Send a Commitment Change Order to ERP Integrations for Accounting Acceptance

Beta Workflows

In Beta

These tutorials detail the Beta Version of the Workflows tool. To learn more about this release, see About the Workflows Beta Program.

Create a Custom Workflow Template
Configure a Custom Workflow Template on a Project
Start a Custom Workflow

See (Beta) Workflows for more tutorials and FAQ's about the company level Workflows tool.

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