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Edit a Subcontract (Legacy)

 Legacy Content

This tutorial details Procore's legacy experience for editing a subcontract. The information on this page will be replaced with updated content when the redesigned commitments beta experience is generally available. To learn about this release and its timeline, see Project Financials: Modernized Experience for Commitments

Important! If you are using the commitments beta experience, please see the Edit Subcontracts tutorial instead of the information below. 


To edit a subcontract using the project's Commitments tool. 


After you create a subcontract, you can edit it at any time. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
    • 'Read Only' or 'Standard' level permissions on the project's Commitments tool with the 'Update Work Order Contract' granular permissions enabled on your permission template.
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  



  1. Navigate to the project's Commitments tool.
  2. Under the Contracts tab, locate the subcontract. 
  3. Click the Number link to open the subcontract. 
  4. In the General tab, edit the following:
    • Sign with DocuSign®
      If you have enabled the Procore + DocuSign® integration (see Enable or Disable the DocuSign® Integration on a Procore Project), a tick appears in this box by default. If you do NOT want to collect signatures with DocuSign®, remove the mark. 
    • #
      Enter or validate the unique identifier for the subcontract. If you are creating the first commitment of a project, Procore automatically numbers the commitment in sequential order. For example, SC-01-001, SC-01-002 and so on.
    • Title
      Enter a descriptive title for the subcontract. 
    • Contract Company
      Select the company responsible for completing the work on the subcontract (for example, American Construction Co.).
    • Payment application Contacts
      Select one (1) or more employees of the 'Contract Company' to designate as the payment application contact(s). After saving the subcontract, any users added here will be added to the 'Private' list. You must select a 'Contract Company' before you can select payment application contacts. 
      It is important to always add at least one  'Invoice Contact' on a purchase order or subcontract. This ensures that important email invitations and automatic email notifications are sent to the appropriate contact. To learn more about the importance of including payment application contacts on your commitments, see Add Payment application Contacts to a Purchase Order or Subcontract and What is a payment application contact? 
    • Status
      Assign a status to the subcontract. To learn about the available statuses and which commitment statuses reflect contract amounts in your project's budget, see What are the default commitment statuses in Procore? 
    • Executed. Mark this tickbox to denote that the subcontract was fully signed and executed.
      • Many Procore users choose to place a tick in the Executed box when placing the commitment into the  'Approved' or 'Complete' status.
      • The time at which your project team places a tick in the Executed box should always be aligned with your project's unique business process 
    • Private
      Choose from these options:
      • Make this visible to only administrators and the following users
        Mark this tickbox to limit the visibility of the subcontract to users with 'Admin' on the Commitments tool and users specified in the Select a Person drop-down list. 
      • Allow these users to see BOQ items
        Mark this tickbox to allow those users selected in the 'Select a Person' drop-down list to see the 'Bill of Quantities' tab on the subcontract.
        When the 'Allow these users to see BOQ items' is ON, the 'Bill of Quantities' tab is only visible and available to users with 'Admin' level permissions on the project's Commitments tool and the people named in the 'Select a Person' drop-down list. 
      • Select a Person
        Select one or more people from the list. You can allow non-Admin level users to view the subcontract, if desired. Additionally, you can allow selected non-Admin users to have read-only access to the to individual line items under the BOQ tab. See Manage Permission Templates.
    • Default Retention
      Specify the percentage amount of retention to withhold on the first subcontractor payment application. For example, it is a common practice to enter 5 or 10% in this field. 
    • Description
      Provide additional information, as necessary.
  5. Under Contract Dates, do the following:
    • Start Date. Select the date when the scope of work will begin on the job site.
    • Estimated Completion Date. Select the estimated date of when the scope of work will be finished.
       In Beta
      Note to users participating in the 'Subcontractor Estimated Completion' limited release beta program. When a user places a variation in the 'Approved' status and it includes a value in 'Schedule Impact' field of the variation, Procore automatically updates the 'Estimated Completion Date' field in the commitment contract by the number of days entered. To learn more about this programme, see Commitments: (Beta) Subcontractor Estimated Completion Date.
    • Signed Contract Received Date. Select the date when the subcontract was officially signed.
    • Actual Completion Date. Select the date when the scope of work was deemed complete.
  6. Under Additional Information, do the following:
    • Inclusions. Disclose any inclusions that may not be clearly stated in the related contract documents.
    • Exclusions. Disclose any exclusions that may not be clearly stated in the related contract documents.
    • Attachments. Attach any related materials such as pricing quotes, receipts, signed purchase orders and so on. You may attach files that have been uploaded to your project or drag and drop files from your local computer.
  7. Click one (1) of these buttons:
    • Save & Email. Click this button to save the changes and email the subcontractor to the payment application contact. A GREEN banner appears at the top of the page to confirm the email was sent. 
    • Save. Click this button to save the changes. 
    • Complete with DocuSign®. Click this button to save the changes and use Procore's DocuSign® integration to set up the DocuSign® envelope to collect digital signatures. See DocuSign®.