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Transition Steps

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 Important

There are two ways to opt into the modernised experience, differing in scope and eligibility. Choose the method on who needs access and review the eligibility requirements for Option 1 before proceeding.

  1. Option 1: Opt in as an individual user (evaluation)

  2. Option 2: Opt in an entire project or company (rollout)

Eligibility note: Individual banner opt-in is available only for users whose project Payment Applications tool does not use workflows. If your Payment Applications tool relies on legacy (V1) workflows, the opt-in banner will not appear in your interface until 13 October 2026. Until that date, use Option 2 (project or company-wide opt-in via Procore Explore). For full details, see Transition path for customers using legacy (V1) workflows.

Any eligible user with access to subcontractor payment applications can opt themselves in directly from a payment application — no administrator involvement required.

  1. Open the commitments tool from the project tools drop-down menu.

  2. Under the Contracts tab, click the Number link for a commitment, then open an existing payment application from the payment application tab.

  3. In the beta opt-in banner at the top of the payment application, click to switch to the modernised experience.

What this does and does not do:

  • It opts in only you. Every other user on the project including approvers, payment application administrators and the payment application contacts who submit payment applications continues to see the legacy experience until they opt themselves in or an administrator enables the feature for the project or company.

  • It is the fastest way to evaluate the modernised experience and the right first step before committing a project to it.

  • It is not sufficient for testing a real billing cycle. Commitment Payment Applications is inherently collaborative subcontractors submit, administrators review, approvers route and a solo opt-in leaves everyone else on the legacy experience. Use Option 2 on a test project to validate Invite to Bill, line-item review and approvals.

 Note
Until 12 January 2027 there will be a banner that will allow users to opt back out unless you follow Option 2. 

Option 2: Opt in an entire project or company (rollout)

To give everyone on a project or across your company the modernised experience, a Procore administrator enables it through Procore Explore. This option is available to all customers, including those using legacy (V1) workflows — and until 13 October 2026, it is the only route available to them.

  1. Navigate to the Company level Admin tool.

  2. Click Procore Explore.

  3. In the Procore Explore catalogue, scroll or search for Remove legacy commitment/subcontractor Payment Applications access and select Join programme

  4. Select the specific project(s) or user(s) where you want to activate the modernised experience and select Save & Join.

     Note
    You can also enable the modernised experience company-wide through Procore Explore.

  5. Open the commitments tool from the project tools drop-down menu.

  6. Under the Contracts tab, click the Number link for the commitment you want to payment application, then click Create > Create payment application.

  7. Confirm that the modernised experience is active:

    • The payment application is presented on a single page. 

    • The page uses the modernised financial tools layout.

    • Using tickboxes on the Bill of Quantities allows you to bulk update selected lines. 

  8. Create a test subcontractor payment application on your sample project and validate it end to end — Invite to bill, line-item review, retention, approvals and export — before enabling the modernised experience company-wide.

Transition path for customers using legacy (V1) workflows

Recommendation

Evaluate the modernised experience today on sample projects, but delay company-wide rollout until 13 October 2026. Legacy (V1) workflows will not support the modernised experience until 13 October 2026. You can opt in early, but doing so before 13 October will prevent payment applications from routing through your existing legacy approval workflows.

What "evaluate" and "fully transition" mean here

 

Evaluate (safe to do now)

Fully transition (wait until 13 October 2026)

Purpose

Get familiar with the modernised experience and confirm it meets your needs.

Run your live billing cycles in the modernised experience.

Where

A dedicated test project.

Production projects.

What you exercise

Layout, bill of quantities, variation management, retention controls, line-item review, exports.

All of the above, plus Invite to Bill with live subcontractors and payment application approvals routed through your legacy workflows.

Approvals

Do not rely on legacy workflow approvals during this period.

Legacy workflow approvals are supported in the modernised experience.

Timeline

Date

What changes for legacy (V1) workflow customers

Today

Evaluate the modernised experience on a test project via Procore Explore. The individual opt-in banner does not appear for you. Legacy workflows cannot be used with the modernised experience, so hold off on transitioning production projects.

13 October 2026

Legacy workflows become usable with the modernised experience and the individual opt-in banner becomes available to you. You can begin fully transitioning production projects to modernised Payment Applications and start and respond to legacy workflow items in the New Workflows side panel.

15 December 2026

All users lose access to legacy Payment Applications. 

Phase 1 — Evaluate now (before 13 October 2026)

  1. Identify or create a test project that is not running live billing.

  2. Enable the modernised commitment Payment Applications experience on that project through Procore Explore using the steps in Option 2.

  3. Create test subcontractor payment applications and exercise the feature set — Bill of Quantities, adding and removing individual variations, retention controls, line-item approval and rejection and exports.

  4. Note any gaps against your current process and raise them with your Procore point of contact while you still have time before transitioning.

  5. Do not enable the modernised experience on live projects during this phase and do not rely on legacy workflow approvals in your testing.

Phase 2 — Transition (13 October 2026 or later)

  1. Confirm that legacy workflow support is live in the modernised experience in your environment.

  2. Enable the modernised commitment Payment Applications experience on a production project through Procore Explore. Individual users can also opt themselves in from the payment application opt-in banner as of this date.

  3. Run a full billing cycle on that project, including invite to bill, line-item review, payment application approvals routed through your existing legacy workflows and export.

  4. Confirm that legacy workflow items start and respond correctly in the New workflows side panel.

  5. Enable remaining projects or your entire company, once that cycle completes cleanly.

 Note
Approval and collaborator testing is the one thing individual banner opt-in cannot fully validate. Because the banner opts in only the user who clicks it, your approvers and the subcontractors who submit payment applications may still be on the legacy experience. To confirm this behaviour before rolling out, use a Project level opt-in through Procore Explore so everyone involved is on the same experience.