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Procore (en-CA)

View Reports in the Commitments Tool

Objective

To view reports using the Reports menu in the project's Commitments tool. 

Background

Using the Commitments tool, you can generate the following reports if your user account has been granted sufficient access permissions: Buyout Summary Report, Committed Cost Report and Subcontractor Invoices by Date Report. If your company's Procore Administrator has opted to enable a change order associations setting on your project, you may also have sufficient permissions to generate a Change Order Reconciliation Reports from the Commitments tool. 

Things to Consider

  • Required User Permission:
    • 'Read-only' and higher on the project's Reports tool.
      AND
    • To view the Buyout Summary Report and Committed Cost Report, 'Read Only' or 'Standard' on the project's Commitments tool
    • To view the reports above and the Subcontractor Invoices by Date Report,  'Admin' on the project's Commitments tool. 
  • Prerequisites:
    • This Change Order Reconciliation Report is only visible when your company's Procore Administrator has submitted a request to your Procore point of contact to enable this report on the backend of Procore. 

Steps

  1. Navigate to the Commitments tool. 
  2. Click the Reports button. Then select one of these report options from the drop-down list:
    Note: Your Procore user account must have access permission to both the project's Commitments and project's Reports tools. 
    • Buyout Summary Report
      Columns in this report include: Cost Code, Cost Type, Original Budget, Budget Modifications, Approved COs, Revised Budget, Commitment #, Contract Company, Original Commitment Costs, Approved COs, Revised Commitment costs, Uncommitted Cost. 
    • Change Order Reconciliation Report
      Note: This report is only visible when your company's Procore Administrator has submitted a request to your Procore point of contact to enable this report on the backend of Procore. 
      Columns in this report include: Change Event #, PCCO or Contract #, PPCO#, Creation Date, Status, Cost Code, Description, Amount, Change Event #, CCO or Contract#, Status, Contract Company, Cost Code, Description, Amount, Variance. 
    • Committed Cost Report
      Columns in this report include: Commitment, Commitment Title, Vendor, Line Item #, Line Item Title, Quantity, Units, Unit Cost and Total Cost. 
    • Subcontractor Invoices by Date
      Columns in this report include: Commitment #, Contracting Company, Invoice #, Billing Period, Invoice Dates, Billing Date, Status, Original Contract Sum, Net Change By Change Orders, Revised Contract Sum, Total Complete And Stored To Date, Total Retainage, Total Earned Less Retainage, Payment Due, Balance to Finish, % Complete.