Which fields in the Commitments tool can be configured as required, optional or hidden?
Background
Certain fields in the Commitments tool can be configured as required, optional or hidden. For example, if you want to make certain fields required or hide a field that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. Not all fields are configurable. Fields not available for configuration are in grey italics with the default setting marked in the table. See Create New Configurable Fieldsets.
Answer
The tables below detail which fields can be configured for sections in the project's Commitments tool:
Note:
- A GREEN tick
indicates the possible settings for the field. - A RED 'x'
indicates the field cannot be configured to this setting. - A field name in GREY italics indicates the field cannot be configured from its default setting.
Purchase Orders
| Field Name | Required | Optional | Hidden |
|---|---|---|---|
| Approval Letter Date | |
|
|
| Assignee | |
|
|
| Attachments | |
|
|
| Bill To | |
|
|
| Contract # | |
|
|
| Contract Company | |
|
|
| Contract Date | |
|
|
| Default Retention | |
|
|
| Delivery Date | |
|
|
| Description | |
|
|
| Executed | |
|
|
| Execution Date | |
|
|
| Issued On Date | |
|
|
| Letter of Intent Date | |
|
|
| Payment Terms | |
|
|
| Returned Date | |
|
|
| Ship To | |
|
|
| Ship Via | |
|
|
| Sign with DocuSign | |
|
|
| Signed Purchase Order Received Date | |
|
|
| Status | |
|
|
| Title | |
|
|
Subcontracts
Note
The term 'Contract' is used in place of the term 'Subcontract' for Procore customers in the United States who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for main contractors, owners and speciality contractors?| Field Name | Required | Optional | Hidden |
|---|---|---|---|
| Actual Completion Date | |
|
|
| Approval Letter Date | |
|
|
| Attachments | |
|
|
| Contract # | |
|
|
| Contract Company | |
|
|
| Contract Date | |
|
|
| Default Retention | |
|
|
| Description | |
|
|
| Estimated Completion Date | |
|
|
| Exclusions | |
|
|
| Executed | |
|
|
| Execution Date | |
|
|
| Inclusions | |
|
|
| Issued On Date | |
|
|
| Letter of Intent Date | |
|
|
| Returned Date | |
|
|
| Sign with DocuSign | |
|
|
| Signed Contract Received Date | |
|
|
| Start Date | |
|
|
| Status | |
|
|
| Title | |
|
|