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Procore

Commitments

The Commitments tool in Procore allows your teams to see the status and current value of all contracts and purchase orders. Easily pinpoint which contracts have been approved or determine the status of payment applications and payments. Procore can be customised to produce your company's contract documents to streamline the process and ensure consistency across projects.

 
 
 
 
 
 
 
 
 
 
  • View and filter a detailed list of all the financial commitments (e.g., contracts, purchase order, etc.) on a project
  • Allow vendors to create and submit their payment applications

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Workflows (BETA)

These tutorials detail the Beta Version of the Workflows tool. To learn more about this release, see About the Workflows Beta Program. See (Beta) Workflows for more tutorials and FAQ's about the company level Workflows tool.

 Tip

To browse and search all Procore training videos, visit our video library.

Web

Configure Commitment Settings - Speciality Contractor
 
Create a Contract - Owner
 
Create a Subcontract - Main Contractor
 
Create a Subcontract - Speciality Contractor
 
Create a Purchase Order
 
Create a Purchase Order - Speciality Contractor
 
Invite a Subcontractor to Create a Subcontractor BOQ - Main Contractor
 
Invite a Subcontractor to Create a Subcontractor SOV - Specialty Contractor
 
Invite a Contractor to Create a Contractor BOQ - Owner
 
Edit Subcontractor BOQ - Subcontractor as Collaborator
 

Mobile

Create a Commitment (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Invite a Subcontractor to Create a SBOQ - Speciality Contractor
 

Owner - Invite a Contractor to Create a Contractor BOQ

 

Speciality Contractor as Client - Invite a Subcontractor to Create a SBOQ

 

Subcontractor - Edit Subcontractor BOQ

 

Speciality Contractor as Client - Create a CV

 

Create and Send Subcontractor Payment Application Invitations

 

Invite a Subcontractor to Create a SBOQ

 

Owner - Create a Commitment Variation

 

Create a CV

 

Speciality Contractor as Client - Configure Commitment Settings

 

Set Up a Budget

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Create a Contract

 

Speciality Contractor as Client - Create a Purchase Order

 

Speciality Contractor as Client - Create a Subcontract

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Create a Subcontract

 

Site Worker - Create a Commitment (Mobile)

 

Commitment Management

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Commitments Configuration

 

Owner - Set Up a Budget

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Create a Purchase Order

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create a Subcontract - Main Contractor
 
Create a Purchase Order
 
Invite a Subcontractor to Create a Subcontractor BOQ - Main Contractor
 

Mobile

Create a Commitment (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create a Subcontract - Main Contractor
 
Create a Purchase Order
 
Invite a Subcontractor to Create a Subcontractor BOQ - Main Contractor
 

Mobile

Create a Commitment (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create a Subcontract - Main Contractor
 
Create a Purchase Order
 
Invite a Subcontractor to Create a Subcontractor BOQ - Main Contractor
 

Mobile

Create a Commitment (Mobile) - Site Worker
 

Web

Create a Subcontract - Main Contractor
 
Create a Purchase Order
 
Invite a Subcontractor to Create a Subcontractor BOQ - Main Contractor
 

Mobile

Create a Commitment (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create a Subcontract - Main Contractor
 
Create a Purchase Order
 
Invite a Subcontractor to Create a Subcontractor BOQ - Main Contractor
 

Mobile

Create a Commitment (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

 

Create a CV

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Create a Subcontractor Payment Application on Behalf of Subcontractors

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Create and Send Subcontractor Payment Application Invitations

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Invite a Subcontractor to Create a SBOQ

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Set Up a Budget

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create a Subcontract - Main Contractor
 
Create a Purchase Order
 
Invite a Subcontractor to Create a Subcontractor BOQ - Main Contractor
 

Mobile

Create a Commitment (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a CV

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Create a Subcontractor Payment Application on Behalf of Subcontractors

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Create and Send Subcontractor Payment Application Invitations

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Invite a Subcontractor to Create a SBOQ

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Set Up a Budget

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Worker - Create a Commitment (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create a Subcontract - Main Contractor
 
Create a Purchase Order
 
Invite a Subcontractor to Create a Subcontractor BOQ - Main Contractor
 

Mobile

Create a Commitment (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create a Subcontract - Main Contractor
 
Create a Purchase Order
 
Invite a Subcontractor to Create a Subcontractor BOQ - Main Contractor
 

Mobile

Create a Commitment (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontract

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Invite Subcontractor to Create SBOQ

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Worker - Create a Commitment (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Configure Commitment Settings - Speciality Contractor
 
Create a Contract - Owner
 
Create a Subcontract - Main Contractor
 
Create a Subcontract - Speciality Contractor
 
Create a Purchase Order
 
Create a Purchase Order - Speciality Contractor
 
Invite a Subcontractor to Create a Subcontractor BOQ - Main Contractor
 
Invite a Subcontractor to Create a Subcontractor SOV - Specialty Contractor
 
Invite a Contractor to Create a Contractor BOQ - Owner
 
Edit Subcontractor BOQ - Subcontractor as Collaborator
 

Mobile

Create a Commitment (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Invite a Subcontractor to Create a SBOQ - Speciality Contractor
 

Owner - Invite a Contractor to Create a Contractor BOQ

 

Speciality Contractor as Client - Invite a Subcontractor to Create a SBOQ

 

Subcontractor - Edit Subcontractor BOQ

 

Speciality Contractor as Client - Create a CV

 

Create and Send Subcontractor Payment Application Invitations

 

Invite a Subcontractor to Create a SBOQ

 

Owner - Create a Commitment Variation

 

Create a CV

 

Speciality Contractor as Client - Configure Commitment Settings

 

Set Up a Budget

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Create a Contract

 

Speciality Contractor as Client - Create a Purchase Order

 

Speciality Contractor as Client - Create a Subcontract

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Create a Subcontract

 

Site Worker - Create a Commitment (Mobile)

 

Commitment Management

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Commitments Configuration

 

Owner - Set Up a Budget

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Create a Purchase Order

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Create a Commitment

Create a Purchase Order or Subcontract

 

 

Configure Settings: Commitments
Configure Settings: Co...
START
START

 

Complete a Commitment with DocuSign©
Complete a Commitment...

 

 

Edit the Advanced Settings Tab on a Commitment
Edit the Advanced Sett...

 

Add a Subcontractor Bill of Quantities to a Commitment
Add a Subcontractor Sc...

 

Create a Subcontract
Create a Subcontract
Create a Purchase Order
Create a Purchase Orde...

 

Send a Commitment to ERP Integrations for Accounting Acceptance
Send a Commitment to E...
LEGEND
LEGEND
Main Contractor
Main Contractor
Subcontractor
Subcontractor
Requires an Integration
Requires an Integration
Purchase Order
Purchase Order
Subcontract
Subcontract
Do you want to create a purchase order or a subcontract?
Do you want to create a purchase o...
Email
Email
DocuSign ©
DocuSign ©
How do you want to collect signatures on the contract?
How do you want to collect signatures...

 

Email a Commitment
Email a Commitment

 

Approve and Sign a Subcontract
Approve and Sign a Su...
Are you syncing commitments with the ERP Integrations tool?
Are you syncing commitments wi...
Payment Applications
Payment Applications

 

END
END
Variations
Variations
Are you ready to create variations or payment applications? 
Are you ready to create change...
Continue to the 'Commitment Variation Tiers' workflow
Continue to the 'Commitment Ch...
Continue to the 'Subcontractor Payment applications' workflow
Continue to the 'Subcontractor...

Subcontractor Payment Applications

 

 

Accept or Decline an 'Invite to Bill' as a Payment Application Contact
Accept or Decline an '...
DRAFT
DRAFT

 

 

 

 

START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Payment application Contacts to a Purchase Order or Subcontract
Add Payment application Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...

 

Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
PAYMENT applications
PAYMENT applications
Add an 'Invoice Contact' with the Commitments or Payment applications tool?
Add an 'Invoice Contact' with the Co...

 

Add Payment application Contacts to a Purchase Order or Subcontract
Add Payment application Contacts t...
INVOICE CONTACT
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new payment application?
Who will create the new payment application?
Optional Step
Optional Step
LEGEND
LEGEND
Payment application Administrator (an internal user)
Payment application Administrato...
Payment application Contact
(an external collaborator)
Payment application Contact...
Commitments
Commitments
Payment Applications
Payment Applications

 

Create a New Payment application on Behalf of the Payment application Contact
Create a New Payment application o...

 

END
END

 

Send an 'Invite to Bill' to a Payment Application Contact
Send an 'Invite to...

 

Revise and Resubmit a Payment Application as a Payment Application Contact
Revise and Resubmit an...
REVISE AND RESUBMIT
REVISE AND RESUBMIT
Does the payment application contact want to submit a payment application for the current billing period?
Does the payment application contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED
 
Did the Payment application Administrator reject any line items on the payment application?
Did the Payment application Administrator...

 

END
END
DECLINED
DECLINED
 
General Availability
Submit a New Payment application as a Payment Application Contact
General Availability...
Review a Payment Application as a Payment Application Administrator
Review a Payment Application as an I...
Are you using one of the supported ERP Integrations to sync payment applications? 
Are you using one of the suppo...
DRAFT
DRAFT

 

 
 
Limited Release
Submit a New Payment application as a Payment Application Contact
Limited Release...
Continued from the 'Create a Commitment' workflow
Continued from the 'Create a C...
Continue to the 'Export Approved Subcontractor Payment applications to ERP' workflow
Continue to the 'Export Approv...

Commitments

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

erp-integration.png : Indicates your company's Procore account must be configured to work with an integrated ERP system

Task None Read Only Standard Admin
Add a Line Item to a Commitment's Bill of Quantities       icon-mindtouch-table-check.png
Add a New Payment to the Payments Issued Tab of a Commitment       icon-mindtouch-table-check.png
Add a Related Item to a Purchase Order or Subcontract (Legacy)       icon-mindtouch-table-check.png
Add a Related Item to a Commitment Variation       icon-mindtouch-table-check.png
Add Financial Markup to Commitment Variations       icon-mindtouch-table-check.png
Add Payment application Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add Payment application Contacts to a Purchase Order or Subcontract (Legacy)       icon-mindtouch-table-check.png
Approve and Sign a Subcontract N/A N/A N/A N/A
Change the Privacy Settings for a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Complete a Commitment Contract with DocuSign®  2       icon-mindtouch-table-check.png
Complete a Commitment Variation with DocuSign® 2,8       icon-mindtouch-table-check.png
Configure Settings: Commitments       icon-mindtouch-table-check.png
Configure the Default Privacy Settings for New Commitments       icon-mindtouch-table-check.png
Configure the Number of Commitment Variation Tiers       icon-mindtouch-table-check.png
Create a Variation Request for a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Variation       icon-mindtouch-table-check.png
Create a Commitment Potential Variation from a Change Event 9     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Purchase Order icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontractor Payment Application for the Release of Retention 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Payment Application on Behalf of a Payment Application Contact (Legacy) 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Payment Application on Behalf of a Payment Application Contact 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Delete a Commitment Synced with an Integrated ERP System 4 erp-integration.png       icon-mindtouch-table-check.png
Delete a Subcontractor Payment application  10     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Purchase Order (Legacy) 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Subcontract (Legacy) 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Synced with an Integrated ERP System erp-integration.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings Tab on a Commitment       icon-mindtouch-table-check.png
Email a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable Financial Markup on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor BOQ Tab on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Enable Retention on a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Sliding Scale Retention Rules on a Commitment's Payment Applications       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Export a Commitment Variation to an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Export a Commitment to an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Export a Commitment 5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Commitments List 7   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Payment Programme       icon-mindtouch-table-check.png
Import Commitment BOQ Line Items from a CSV File   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request to Reset a Commitment Synced with an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Review a Subcontractor BOQ for a Commitment       icon-mindtouch-table-check.png
Review Payment applications as a Subcontractor 1     icon-mindtouch-table-check.png  
Review Subcontractor Payment Applications as an Admin       icon-mindtouch-table-check.png
Retrieve a Commitment from ERP       icon-mindtouch-table-check.png
Search for and Apply Filters to Commitments icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Commitment Variation to ERP Integrations for Accounting Acceptance erp-integration.png       icon-mindtouch-table-check.png
Send a Commitment to ERP Integrations for Accounting Acceptance erp-integration.png       icon-mindtouch-table-check.png
Set or Release Retention on a Subcontractor Payment application 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a New Payment application as a Payment Application Contact 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Subcontractor Bill of Quantities as a Payment Application Contact from the Commitments Tool 1, 6   icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
View a Purchase Order 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View a Subcontract 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View Inclusions/Exclusions for Subcontracts icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View the Change History of a Commitment       icon-mindtouch-table-check.png

1 To perform this task, downstream collaborators should be designated as a payment application contact on the commitment. See Add Payment application Contacts to a Commitment

2 Also requires a DocuSign© account.

3  Users must have 'Read-Only' or 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as a Payment Application Contact. See Add Payment application Contacts to a Purchase Order or Subcontract

4 Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. See Delete a Commitment Synced with QuickBooks® Desktop and Delete a Commitment Synced with Sage 300 CRE®.  

5 Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment to the PDF file format if they have been granted access to the purchase order or subcontract via the Private drop-down list and the 'Allow These Users to See BOQ Items' tickbox is enabled.

6 Users with 'Read-Only' permissions on the Commitments tool can perform these procedures if they are also listed in the Private field under the commitment's General tab.

7 Users with 'Read only' and 'Standard' permission (and who have NOT been assigned the granular permission detailed in the table) must also be a member of the 'Private' list. 

8 Also requires 'Standard' or 'Admin' permission on the project's Change Events tool.

9 Users with 'Standard' level permissions on the project's Commitments tool can create PVs when they are added to the 'Private' drop-down list and the 'Allow Standard Level Users to Create PVs' configuration must be selected.

10 The payment application must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.

 

Below are the notable changes to the project's Commitments tool. 

Recent Changes

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETENTION IS RELEASED (24/04/2023)

Subcontractor payment applications have a new warning banner that will appear when retention is released. The banner will appear from the Bill of Quantities (BOQ) card once retention amount is entered and released. See Set or Release Retention on a Subcontractor Payment application.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Invoice Experience Date (01/26/2023) 

The option to switch between the beta and legacy subcontractor invoice experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.

Custom Fields now visible in commitments List view (01/05/2023) 

Users can now see custom fields in the commitments list view table. Users can now view, filter, and sort by custom fields in the list view.