Below are the notable changes to the project's Commitments tool.
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.
Added a New Choose Delimiter Option for Bill of Quantities Imports (12/09/2022)
Procore added a new option in the 'Import Bill of Quantities from CSV' window that lets you choose the character used as a delimiter. A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data. This supports Procore clients who work in regions where a comma (,) is used to represent a decimal symbol and the list separator is generally set to a semicolon (;). To learn more, see Import Commitment BOQ Line Items from a CSV File.
New 'Send SBOQ Notification' Button (11/04/2022)
If the 'Subcontractor BOQ' tab is enabled on the Project level Commitments tool (see Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool) payment application administrators can now click a 'Send SBOQ Notification' button. This sends an email message to the payment application contact to alert the user to complete line item breakdown in the Subcontractor Bill of Quantities. To learn more, see What is a Subcontractor Bill of Quantities? To use the new button, see Send a Subcontractor BOQ Notification. To respond to SBOQ notification, see Update the Subcontractor BOQ.
Modernised Experience for the Commitments Tool (11/04/2022)
To provide you with a modernized interface and optimizations to improve your ability to create and manage contracts more efficiently, Procore is pleased to announce the general availability of a new experience in the Commitments tool. Users will be permitted to exit out of the modernized experience and return to the legacy experience until the end of Q3 2022. After the end Q3 2022, the legacy experience will be removed and users will be required to use the new experience. To learn more about this release, see Project Financials: Modernized Experience for the Commitments Tool.
Financial Management: New Admin & Collaborator Views for Subcontractor Payment applications (23/03/2022)
On March 23, 2022, the redesigned subcontractor invoice beta experience was turned ON in all project's using the Commitments and Invoicing tools. To give users time to preview the design changes, Procore is providing users with the option to switch between the beta and legacy experience until February 2023. After February 2023, the ability exit out of 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.
COMPLETED THE UPDATE FOR IMPORTING A BILL OF QUANTITIES FROM A CSV FILE (08/03/2022)
On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a commitment's 'Bill of Quantities' from a Comma Separated Values (CSV) file. The deployment was completed on March 8, 2022. Both the legacy experience and the modernised beta experience of the Main Contracts tools now have the new Bill of Quantities import experience. To learn more, see Import Commitment BOQ Line Items from a CSV File.
Updated the User Experience for Importing a Bill of Quantities from a CSV File (24/02/2022)
On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a commitment's 'Bill of Quantities' from a Comma Separated Values (CSV) file. The new experience will be gradually deployed to Procore users over the next week and will be available to users in both the legacy and beta experience of the project's Commitments tool. To learn more, see Import Commitment BOQ Line Items from a CSV File.
New Always Editable Bill of Quantities Option on the Commitments Tool (15/02/2022)
To provide users with ability to refine contract values on a commitment's Bill of Quantities without having to issue a commitment variation, Procore has added a new 'Enable Always Editable Bill of Quantities' configuration setting on the project's Commitments tools. This setting is similar to one with the same name in the Project level Client Contracts, Main Contracts and Funding tools. It is recommended that you turn this setting ON before your team starts creating payment applications or progress billings on a project. To learn more, see What is the 'Enable Always Editable Bill of Quantities' setting?
Updated the Behaviour of the Payment application # Field for Subcontractor Payment applications (11/02/2022)
When creating or editing a subcontractor payment application, users have the option to enter a value in the Payment application # field. Users can continue to leave this field blank. However, if you choose to enter a value in this field, Procore now requires the value to be unique to each payment application on a commitment. To learn more, see Create a Payment Application on Behalf of a Payment Application Contact and Submit a New Payment application as a Payment Application Contact.