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Procore (en-GB)

Update the Tool Settings for Contracts

Objective

To update the advanced settings in the Contracts tab of the Company Admin tool. 

Background

The Contracts tab is designed to provide your company's Procore Administrator with the ability to configure advanced settings for the Commitments tool. The changes that you make in this tab affect all of the project's in your Procore account. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company Admin tool. 

Steps

  1. Navigate to the Company Admin tool. 
  2. Under Tool Settings, click Contracts.
  3. Scroll to the Commitment Settings section.
  4. Optional. If you want to restrict users from making changes to the 'Contract Company' and 'Programme of Values (BOQ)' on a purchase order or subcontract after it is placed in the 'Approved' or 'Complete' status, mark the Lock Programme of Values and Contract Company when Commitment Contract is Approved or Completed checkbox.
    Notes:
    • This setting is disabled on all new Procore accounts by default. 
    • When enabled, this setting applies to all projects in your Procore company account. 
  5.  Click Save