Configure Advanced Settings: Commitments

Contracts Private by Default

Checkbox

Mark this box to make new subcontracts private by default. Only 'Admin' users on the Commitments tool and users on the 'Private' list can see a 'Private' commitment. Remove the mark to allow users with 'Read Only' permission or above to view commitments. See Create a Commitment.

Enable Purchase Orders

Checkbox

Mark this box to enable purchase order creation in the project's Commitments tool. This is the default setting. Users must have the required user permissions to create purchase orders. Remove the mark to disable this setting. See Create Purchase Orders.

Enable Subcontracts

Checkbox

Mark this box to provide users with the ability to create subcontracts. This is the default setting. Users must have the required user permissions to create subcontracts. Remove the mark to prevent users from creating subcontracts. See Create Subcontracts.

Number of Working Days RFQs Are Due After

Numeric

The default value in Procore is seven (7) working days. Change this value to determine the RFQ due date for your project. Users can adjust the value on each commitment. See Respond to an RFQ as an RFQ Recipient. Note: A Procore Administrator can also set which days Procore considers working days. See Set Project Working Days.

Number of Commitment Change Order Tiers

Drop-down list

Choose this setting before creating commitments. Once a user creates a commitment change order, this setting cannot be modified. See What are the different change order tier settings in Project Financials?
One (1) tier is the default setting.
Two (2) tier requires your team to create a potential change order followed by a commitment change order. If you choose this option, the Enable Always Editable Schedule of Values check box appears.
Three (3) tier requires your team to create a potential change order, followed by a change order request, and then a commitment change order.

Allow Standard Level users to Create CCOs

Checkbox

This setting is only available when the one (1) tier change order tier setting is enabled. Mark this box to allow users with 'Standard' level permissions to create commitment change orders. See Create a Commitment Change Order.
Note: When ON, this setting also allows users with 'Standard' level permissions to approve their own workflows.

Allow Standard Level Users to Create PCOs

Checkbox

This setting is only available when the two (2) tier or three (3) tier change order tier setting is enabled. Mark this box to allow users with 'Standard' permissions to create potential change orders. Remove this mark to restrict creation of potential change orders to users with 'Admin' level permissions. See Create a Commitment Potential Change Order.

Enable Always Editable Schedule of Values

Checkbox

Mark this box to allow users to add, update, import, and remove line items from a schedule of values in any commitment status. Remove the mark to limit edits. See Create a Subcontractor Invoice.
Note: This setting is NOT supported when your project is configured to use the ERP Integrations tool or when the Subcontractor Schedule of Values tab is enabled. See Enable or Disable the Subcontractor SOV Tab on the Commitments Tool.

Enable Field Initiated Change Orders

Checkbox

In the Field-Initiated Change Orders beta program, this default ON setting allows collaborators to submit change orders from the field. It works with the two (2) or three (3) tier setting in the Commitments tool. If activated, 'Allow Standard Level Users to Create PCOs' must also be marked. See Allow Collaborators to Submit Field-Initiated Change Orders.
Note: This setting is only available to participants in the beta program for (Beta) Commitments: Allow Collaborators to Submit Field-Initiated Change Orders.

Show financial markup cost codes and cost types from the application criteria on change order PDF exports

Checkbox

This setting automatically includes the specific cost codes and cost types configured in your financial markup application criteria when exporting Change Order PDFs.

Compliance Template

Checkbox

For companies with Procore Pay, choose one of your company's custom compliance templates from the drop-down list. This determines the compliance template for the project's 'Compliance' tab in the Commitments tool. See Manage Compliance as an Administrator for the Payor.
Note: This setting is only available to beta program participants with Procore Pay.

Include Primary Contact in Default Distribution

Checkbox

Mark this checkbox to automatically include the person listed as the company's Primary Contact in the Directory tool in the default distribution list. Note: To be included on the distribution list, the vendor record must have a designated primary contact in the Company Directory. See Add a Person to the Company Directory.

Commitment Distribution

Drop-down list

Select any user names from the Project Directory. Procore automatically adds the people to the distribution list for the purchase order or subcontract.

Commitment Change Order Distribution

Drop-down list

Select any Procore user(s) that should always be added to a commitment change order's distribution list by default when a change order is sent by email.

Commitment Potential Change Order Distribution

Drop-down list

Select any Procore user(s) that should always be added to a commitment potential change order's distribution list by default when a change order is sent by email.

Request for Quote Distribution

Drop-down list

Select users to be notified when RFQ responses are submitted. Note: You have the ability to also modify the Request for Quote distribution within the RFQ.

Invoice Distribution

Drop-down list

When an invoice or the subcontractor SOV is submitted for a commitment, the user(s) and contact(s) listed in the Invoice Distribution list will receive an email when the status of either the Invoice or the subcontractor SOV is set to Under Review.

Default Accounting Method for Purchase Orders

Drop-down list

Select Unit/Quantity Based (default setting) or Amount Based. Procore automatically applies the accounting method to the purchase order’s invoices.

Default Accounting Method for Subcontracts

Drop-down list

Select Unit/Quantity Based or Amount Based (default setting). Procore automatically applies the accounting method to the subcontract's invoices.

Default Retainage Percent

Numeric

Enable Comments on all contracts

Checkbox

Mark this checkbox to enable a Comments tab to add comments and attach files. This checkbox is cleared by default.

Enable Complete Work Retainage

Checkbox

Mark this checkbox to enable completed work retainage by default. To learn more, see About Stored Materials on Invoices.

Enable Financial Markup

Checkbox

If enabled, you will see the Financial Markup tab, so you can set up and apply markup for each commitment. Change Orders will automatically be associated with the correct cost code so changes are accurately reflected in the Budget tool.

Enable Payments

Checkbox

To prevent users from being able to create payments, leave this box unchecked. It's checked by default.

Enable Invoices

Checkbox

If enabled, you will see the Invoices subtab so that invoices can be created. To prevent users from being able to create invoices, leave this box unchecked. It's checked by default.

Show Cost Codes on Invoice PDFs

Checkbox

Mark this checkbox to show cost codes on invoice PDFs by default.

Enable Store Material Retainage

Checkbox

Mark this checkbox to enable stored material retainage by default. To learn more, see About Stored Materials on Invoices.

Enable Subcontractor SOV on Commitments

Checkbox

Mark this checkbox to enable the 'Subcontractor SOV' tab on the project's commitments. See Create a Subcontractor Schedule of Values.