Tutorials
General Tasks
- (Beta) Configure a Custom Workflow Template for Correspondence Items on a Project
- (Beta) Configure a Custom Workflow Template for Single Tier Change Orders on a Project
- (Beta) Plan a Custom Workflow Template
- About the Workflows Tool
- Accept or Decline an 'Invite to Bill' as an Invoice Contact
- Accept or Reject a Commitment for Export to ERP
- Add a Change Event Line Item to an Unapproved Commitment
- Add a Change Event Line Item to an Unapproved Commitment CO
- Add a Line Item to a Commitment's Schedule of Values
- Add a Multi-Tiered Location to an Item
- Add a New Payment to the Payments Issued Tab of a Commitment
- Add a Related Item to a Commitment Change Order
- Add a Related Item to a Purchase Order or Subcontract (Legacy)
- Add a Subcontractor SOV to a Commitment
- Add Financial Markup to Commitment Change Orders
- Add Invoice Contacts to a Purchase Order or Subcontract
- Allow Collaborators to Submit Field-Initiated Change Orders
- Approve and Sign a Subcontract
- Approve or Reject Commitment Change Orders
- Award a Winning Bid and Convert it into a Subcontract
- Bulk Create Commitment Change Orders from a Change Event
- Change the Privacy Settings for a Commitment
- Complete a Commitment Change Order with DocuSign®
- Complete a Commitment Contract with DocuSign®
- Complete Subcontractor Invoices with DocuSign®
- Configure a Workflow Template on a Project
- Configure Advanced Settings: Commitments
- Configure the Default Privacy Settings for New Commitments
- Configure the Number of Commitment Change Order Tiers
- Copy a Configurable Fieldset
- Create a Commitment Change Order from a Change Event
- Create a Commitment Potential Change Order
- Create a Payment Schedule
- Create a Purchase Order (Legacy)
- Create a Purchase Order from a Change Event
- Create a Subcontract (Legacy)
- Create a Subcontract from a Change Event
- Create a Subcontractor Invoice for Release of Retainage in the Invoicing Tool
- Create a Subcontractor Invoice for the Release of Retainage (Legacy)
- Create a Subcontractor Invoice on Behalf of an Invoice Contact
- Create a Workflow Template
- Create an Invoice on Behalf of an Invoice Contact (Legacy)
- Create and Apply a Manual Hold on an Invoice
- Create Custom Sections
- Create Lien Waiver Templates
- Create New Configurable Fieldsets
- Create New Custom Fields
- Delete a Commitment Change Order
- Delete a Commitment Synced with an Integrated ERP System
- Delete a Commitment Synced with ERP
- Delete a Purchase Order or Subcontract
- Delete a Subcontractor Invoice
- Delete a Subcontractor Invoice from the Commitments Tool (Legacy)
- Determine the Order in Which Change Orders were Approved
- Edit a Commitment Synced with an Integrated ERP System
- Edit a Commitment Synced with ERP
- Edit a Manual Hold on a Subcontractor Invoice
- Edit a Purchase Order (Legacy)
- Edit a Subcontract (Legacy)
- Edit the Advanced Settings Tab on a Commitment
- Email a Purchase Order or Subcontract
- Enable Financial Markup on a Commitment
- Enable or Disable the Subcontractor SOV Tab on a Commitment
- Enable Retainage on a Purchase Order or Subcontract
- Enable the Payments Issued Tab on a Commitment
- Export a Commitment
- Export a Commitment Change Order to an Integrated ERP System
- Export a Commitment to an Integrated ERP System
- Export a Commitment to ERP
- Export a Commitments List
- Export Subcontractor Invoices as a Payor
- Forward a Change Order to a Project User by Email
- Forward a Subcontractor Invoice by Email
- Import Commitment SOV Line Items from a CSV File
- Link a Schedule of Values Line Item to a Change Event Line Item
- Manage Payment Requirements as a Payor
- Manage Rows & Columns in the Commitments Tool
- Navigate Procore's Tools
- Open Invoices in the Payments Tool
- Release a Manual Hold on Subcontractor Invoices
- Request to Reset a Commitment Synced with an Integrated ERP System
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Review a Subcontractor Invoice as an Admin (Legacy)
- Review a Subcontractor SOV for a Commitment
- Revise & Resubmit an Invoice as an Invoice Contact (Legacy)
- Search for and Apply Filters to the Commitments Tool
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Set or Release Retainage on a Subcontractor Invoice (Legacy)
- Set Up the Import Sage 300 CRE® Tax Groups Feature
- Submit a Field-Initiated Change Order as a Collaborator
- Submit a New Invoice as an Invoice Contact
- Submit a Quote as a Collaborator
- Unlink CCOs Synced with ERP
- Unlink Commitments Synced with ERP
- Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool (Legacy)
- Update a Unit of Measure on the Unit of Measure Master List
- Update the Tool Settings for Contracts & Change Orders
- View a Purchase Order
- View a Subcontract
- View Commitments
- View Inclusions/Exclusions on a Subcontract
- View the Change History of a Commitment
- View the Summary Preview for a Subcontractor Invoice