Tutorials
General Tasks
- About the Commitments Tool
- Add a Line Item to a Commitment's Schedule of Values
- Add Financial Markup to Commitment Change Orders
- Create Purchase Orders
- Create Subcontracts
- Delete a Purchase Order or Subcontract
- Edit a Commitment
- Edit Subcontracts
- Email a Purchase Order or Subcontract
- Export a Commitment
- Export a Commitments List
- Import a Subcontractor Schedule of Values from a CSV
- Manage Rows & Columns in the Commitments Tool
- Search for and Apply Filters to the Commitments Tool
- View a Purchase Order
- View a Subcontract
- View Commitments
- View Inclusions/Exclusions on a Subcontract
- View the Change History of a Commitment
Commitment Change Orders
Other Tasks
Uncategorized
- Add a Related Item to a Purchase Order or Subcontract (Legacy)
- Add a Subcontractor SOV to a Commitment
- Approve and Sign a Subcontract
- Bulk Create Commitment Change Orders from a Change Event
- Change the Privacy Settings for a Commitment
- Complete a Commitment Contract with DocuSign®
- Complete Subcontractor Invoices with DocuSign®
- Configure a Workflow Template on a Project
- Configure the Default Privacy Settings for New Commitments
- Copy a Configurable Fieldset
- Create a Commitment Change Order from a Change Event
- Create a Commitment Potential Change Order
- Create a Purchase Order from a Change Event
- Create a Subcontract from a Change Event
- Create a Subcontractor Invoice for Release of Retainage in the Invoicing Tool
- Create a Workflow Template
- Create and Apply a Manual Hold on an Invoice
- Create Custom Sections
- 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
- 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 the Advanced Settings Tab on a Commitment
- Enable Financial Markup on a Commitment
- Enable or Disable the Subcontractor SOV Tab on a Commitment
- Enable or Disable the Subcontractor SOV Tab on the Commitments Tool
- Enable Retainage on a Purchase Order or Subcontract
- Enable Sliding Scale Retention Rules on Subcontractor Invoices
- Enable the Payments Issued Tab on 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 Subcontractor Invoices as a Payor
- Forward a Change Order to a Project User by Email
- Import Commitment SOV Line Items from a CSV File
- Navigate Procore's Tools
- Release a Manual Hold on Subcontractor Invoices
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- 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
- Sync Viewpoint® Vista™ Compliance Documents with Compliance in Commitments
Subcontractor invoices
- Accept or Decline an 'Invite to Bill' as an Invoice Contact
- Create a Payment Schedule
- Create a Subcontractor Invoice on Behalf of an Invoice Contact
- Create Subcontracts
- Delete a Subcontractor Invoice
- Forward a Subcontractor Invoice by Email
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- View the Summary Preview for a Subcontractor Invoice
Configuration Tasks
Legacy Experience
- Add a New Payment to the Payments Issued Tab of a Commitment (Legacy)
- Add Invoice Contacts to a Purchase Order or Subcontract (Legacy)
- Award a Winning Bid and Convert it into a Subcontract (Legacy)
- Create a Purchase Order (Legacy)
- Create a Subcontractor Invoice for the Release of Retainage (Legacy)
- Delete a Subcontractor Invoice from the Commitments Tool (Legacy)
- Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool (Legacy)