Permissions

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Commitments

The following table highlights which user permissions are required to perform the described user action.

- Denotes an action that is supported in Procore's iOS and/or Android mobile application.

+ - Indicates that the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Project Permissions Template.

- Indicates your company's Procore account must be configured to work with an integrated ERP system.

Task	None	Read Only	Standard	Admin
Add a Line Item to a Commitment's Schedule of Values
Add a New Payment to the Payments Issued Tab of a Commitment
Add a Related Item to a Purchase Order or Subcontract
Add a Related Item to a Commitment Change Order
Add a Subcontractor SOV to a Commitment as a Subcontractor ¹
Add Financial Markup to Commitment Change Orders
Approve and Sign a Subcontract	N/A	N/A	N/A	N/A
Complete a Commitment Contract with DocuSign® ²
Configure Settings: Commitments
Configure the Number of Commitment Change Order Tiers
Create a Change Order Request (COR) for a Commitment ³
Create a Commitment Change Order (CCO) ³
Create a Commitment Change Order (CCO) with DocuSign® ^2,9
Create a Payment Schedule
Create a Purchase Order		+	+
Create a Subcontract		+	+
Create a Subcontractor Invoice for the Release of Retainage ¹
Create an Invoice on Behalf of a Subcontractor ⁴
Create Invoice Contacts
Delete a Purchase Order or Subcontract
Delete a Commitment Synced with an Integrated ERP System ⁵
Edit a Purchase Order ⁸		+	+
Edit a Subcontract ⁸		+	+
Edit a Commitment Synced with an Integrated ERP System		+	+
Edit the Advanced Settings Tab on a Commitment
Email a Commitment
Enable Financial Markup on a Commitment
Enable or Disable the Subcontractor SOV Tab on a Commitment
Enable or Disable the Subcontractor SOV Tab on the Commitments Tool
Enable the Payments Issued Subtab
Enable Retainage on a Commitment		+	+
Enable Sliding Scale Retention Rules on a Commitment's Invoices
Enable the Payments Issued Tab on a Commitment
Export a Commitment Change Order (CCO) to an Integrated ERP System
Export a Commitment to an Integrated ERP System
Export a Purchase Order or Subcontract to DOCX or PDF ⁶
Export Commitments to CSV or PDF ⁸
Import Commitment SOV Line Items from a CSV File
Request to Reset a Commitment Synced with an Integrated ERP System
Review a Subcontractor SOV for a Commitment
Review Invoices as a Subcontractor ¹
Review Subcontractor Invoices as an Admin
Retrieve a Commitment from ERP
Search for and Apply Filters to Commitments
Send a CCO to ERP Integrations for Accounting Acceptance
Send a Commitment to ERP Integrations for Accounting Acceptance
Set or Release Retainage on a Subcontractor Invoice ⁴
Submit an Invoice as a Subcontractor ⁴
Update the Subcontractor SOV on a Commitment ^{1, 7}
View a Purchase Order ⁸		+	+
View a Subcontract ⁸		+	+
View Inclusions/Exclusions for Subcontracts		+	+
View the Change History of a Commitment

¹ User must have 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as an Invoice Contact. See Add Invoice Contacts to a Commitment.

² Also requires a DocuSign^© account.

³ Users with 'Admin' permission can configure the 'Enable Purchase Orders' setting to provides Procore users with 'Standard' permission with the ability to create change orders. For details, see Configure Settings: Commitments.

⁴Users must have 'Read-Only' or 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as an Invoice Contact. See Add Invoice Contacts to a Commitment.

⁵ Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. See Delete a Commitment Synced with QuickBooks® Desktop and Delete a Commitment Synced with Sage 300 CRE®.

⁶ Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment as a PDF if they have been granted access via the privacy drop-down menu when editing or creating a commitment.

⁷ Users with 'Read-Only' permissions on the Commitments tool can perform these procedures if they are also listed in the Private field under the commitment's General tab.

⁸ Users with 'Read only' and 'Standard' permission (and who have NOT been assigned the granular permission detailed in the table) must also be a member of the 'Private' list.

⁹ Also requires 'Standard' or 'Admin' permission on the project's Change Events tool.