Outil Engagements
After your contract(s) are approved and completed in the Prime Contracts tool, you can begin setting up your project's financial commitments. In Procore, you can create two types of 'commitments': subcontracts and purchase orders.
Set Up Your Contract Configuration, Dates, Distribution Lists, and Settings. Your company's Procore Administrator can work with you to define your project's default contract configuration. This is an important step before you start creating commitments on a project. You can choose the number of change order tiers for your commitments. You can also enable a variety of dates to use on your contracts by default. Settings also include default distribution list settings, your default accounting methods, setting a retainage percent (if applicable), and deciding to enable financial markup or payments by default. For details, see Configure Settings: Commitments.
Create Your Project's Purchase Orders. In Procore, a Purchase Order (PO) is a documented financial
that details the types, quantities, and agreed-upon prices for products or services. As part of the procurement process, purchase orders are created by a 'buyer' (for example, aDans Procore, un engagement est un bon de commande ou un contrat de sous-traitance. Les deux types d'engagements sont des contrats qui représentent un accord financier juridiquement exécutoire entre deux parties.
) and issued to a 'seller' (for example, aUne entreprise générale (EG) est un entrepreneur ayant la responsabilité légale de la construction, de l'amélioration ou de la rénovation. Il s'agit de la partie qui est responsable de l'achèvement et/ou de la supervision de tous les aspects du projet de construction, d'amélioration ou de rénovation.
) to cover the cost of a contract. Once accepted by the 'seller,' a purchase order represents an agreement between the two parties. See Create a Purchase Order.Un sous-traitant est une entreprise ou un particulier à qui un contrat est attribué par un donneur d'ordre, une entreprise générale ou un autre entrepreneur pour exécuter une partie des travaux dans le cadre d'un autre contrat existant.
Create Your Project's Subcontracts. A subcontract is a contractual agreement between a general contracting company and the subcontractors who perform the scope of work. In Procore, there are two ways to create a subcontract: (1) You can Award a Winning Bid and Convert it into a Subcontract, or you can (2) directly Create a Subcontract in the Commitments tool.
Create Subcontractor Invoices and Manage Invoice Contacts. Using the Commitments or Invoicing tool, you can also Create an Invoice on Behalf of an Invoice Contact or you can provide your subcontractor's invoice contacts with the appropriate permissions to access their purchase orders and subcontracts. See Add Invoice Contacts to a Purchase Order or Subcontract. Users with 'Admin' permission on the Commitments tool can also use those permissions to manage invoices with the Invoicing Tool.
Create a Payments Issued Log. After you start issuing payments on your project, you can create a log to track the payments you've issued. Your budget and budget reports are automatically updated to reflect your entries. See Add Payments Issued.
To learn what else you can do with the Commitments tool, see Commitments.