Commitments - Tutorials

Commitments

• About
  • About the Commitments Tool
• 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
• Purchase Orders
  • Create Purchase Orders
  • Delete a Purchase Order or Subcontract
  • Email a Purchase Order or Subcontract
  • Enable Retainage on a Purchase Order or Subcontract
  • View a Purchase Order
• Subcontracts
  • Approve and Sign a Subcontract
  • Create Subcontracts
  • Delete a Purchase Order or 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

• Accept or Decline an 'Invite to Bill' as an Invoice Contact
• Add a New Payment to the Payments Issued Tab of a Commitment
• Add a Subcontractor SOV to a Commitment
• Bulk Edit the Status of Subcontractor Invoices with the Invoicing Tool
• Create a Payment Schedule
• Enable or Disable the Subcontractor SOV Tab on a Commitment
• Enable Retainage on a Purchase Order or Subcontract
• Enable Sliding Scale Retention Rules on Subcontractor Invoices
• Enable the Payments Issued Tab on a Commitment
• Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool

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

Workflows (BETA)

These tutorials detail the Beta Version of the Workflows tool. To learn more about this release, see About the Workflows Beta Program. See (Beta) Workflows for more tutorials and FAQ's about the company level Workflows tool.

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