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About the Commitments Tool

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Objective

To learn about the options you can use when working with purchase orders and subcontracts in the Contracts tab of the Commitments tool. 

Background

The table in the Contracts tab of the project's Commitments tool lists all of the purchase orders and subcontracts on your project. The features available in the table also provide you with:

  • Control over your contract's row and column configurations. Optimize your tool's workspace by changing the width and height of the table's rows. You can also easily show and hide the columns of your choice, quickly change the column sorting, automatically size one or all columns and pin columns to keep them in place on your page. 
  • Powerful filtering capabilities to analyze your contract data.  Apply filters to improve your ability to analyze your contract financials. When applying a filter, Procore shows only the contracts that meet your criteria and hides the contracts that don't. You can then export or print your data with the filters you've applied. 
  • Convenient data grouping options. Take a focused look at important subpopulations by bundling your contracts together in categories. Want to see all your contacts in the 'Draft' status or all the contracts for a specific company? You can apply one are all the grouping options to the table in the Contracts tab and rearrange the way your contracts data is nested. 
  • Streamlined viewing and navigation experience for greater insight into large contract sets. The Contracts tab provides you with the best possible viewing and navigation experience to save you time jumping around to look at data. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Commitments tool. 
       Notes
      • To perform certain tasks, you may need additional user access permissions.
      • To learn about the required user permissions for each task, see a tutorial link below. 

Prerequisites

Example

Features

The table below summarizes all of the tasks that you can perform with the features in the project's Commitments tool. To create and view reports using data from your project's Commitments tool, use the Project level Reports tool. See Create a Custom Project Report. 

  Feature Description To learn more…
1 Contracts Lists all of your project's purchase orders and subcontracts.
2 Recycle Bin Lists any deleted purchase orders and subcontracts that have been moved to the Recycle Bin.
3 Export a Contracts List to CSV or PDF Exports a list of all contracts as a Comma Separated Values (CSV) file or a Portable Document Format (PDF) file.
4 Create Purchase Orders and Subcontracts Create new purchase orders and subcontracts for your project.
5 Contracts Search Click the magnifying glass to expand the search field. Then enter your keywords and press ENTER or click the magnifying glass again to initiate the search. 
6 Apply Filters Apply filter options to your contracts table. 
7 Sorting Options Click the BLUE arrow on a column to apply an ascending or descending sort order. 
8 Overflow Menu Hover your mouse cursor over a column until the Overflow menu appears. Then click it to see additional column options. 
9 Grouping Columns Group your data table with one of the available column grouping options. 
10 Table Settings Click the Table Settings button to open a pane on the right side of the table where you can manage row size, column display and more. 
11 View Change Orders If your contract has any associated change orders, you can click the down arrow to expand the table to show the associated change orders. 
  • If you have the required user permissions to the Change Orders tool, you can also follow the steps in View Change Orders.
12 'Contract Company' Hyperlink Click the hyperlink in the 'Contract Company' column to edit the company record's in the Project Directory tool. 
13 Status Change the status of a purchase order or subcontract inline by clicking a status bubble and choosing a different status from the drop-down list.
  • If you have the required user permissions, you can also change the status when you Edit a Commitment.
14 Grand Totals View grand totals for all of the currency- and number-formatted columns in your table. 

 

If you would like to learn more about Procore’s commitments software and how it can help your business, please visit our construction financials tool product page here.