Skip to main content
Procore (en-GB)

Edit the Advanced Settings Tab on a Commitment

 Objective

To configure the settings in the Advanced Settings tab on an individual commitment. 

Background

When working with an individual commitment, a user with 'Admin' permission on the project's Commitments tool has the ability to use some advanced settings that apply only to that commitment. For best results, it is recommended that you configure the advanced settings before you add line items and before you create subcontractor payment applications for the commitment. 

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Commitments tool.
  • Additional Information:
    •  For best results, it is recommended that you use the steps below to configure the advanced settings for a commitment before you add line items and before you create subcontractor payment applications for the commitment. 
    • The settings described in this tutorial are advanced settings that can only be applied on individual commitments. To learn about global settings that can be configured to apply to all commitments, see Configure Settings: Commitments

Steps

  1. Navigate to the project's Commitments tool.
  2. Click the Summary or Detailed tab.
  3. Locate the commitment that you want to modify. Then click View
  4. Click Advanced Settings
  5. Click Edit
  6. Under Edit Advanced Settings, turn features ON and OFF as follows:
    • Comments
      • Enable Comments. Place a checkmark in this box to provide users with 'Admin' permission on the Commitments tool with the ability to add comments.
    • Financial Markup
    • Payment
    • Payment Application
      • Enable Completed Work Retention. Place a tick in this box to enable a data entry field that gives users the ability to specify completed work retention on the commitment. Removing the tick from this box changes the 'Default Retention Percent' setting on the commitment to zero (0) percent.
         Important
        For best results, it is recommended that you decide whether you want to turn the 'Enable Completed Work Retention' setting ON or OFF before you begin creating subcontractor payment applications for the commitment.
      • Level of Detail to Display Variations. Choose one of the following settings to define the level of detail that displays for variations when users view or print the detail page for a payment application. Options include:
        • Commitment Variation (CV). This option includes CV information on the detail page. 
        • Line Items in Each Variation. This option includes the line items for the commitment's variations. 
      • Enable Payment Applications. Place a tick in this box to enable the Payment Applications tab on the commitment. The controls in this tab provides users with 'Admin' permission on the Commitments tool with the ability to invite subcontractors to create payment applications for the commitment. To learn more, see Send Subcontractor Payment Application Invitations.
      • Show Cost Code on PDF. Place a tick in this box to show cost code on the payment application PDF by default. See Configure Settings: Commitments.
    • Bill of Quantities
      • Accounting Method. Choose the accounting method that you want Procore to use on the commitment.  Your choices are Amount Based or Unit/Quantity Based
         Important
        It is important to verify that the accounting method that you want to use is set when you first create a commitment and before you add line items to the commitment's Bill of Quantities (BOQ). You cannot change the accounting method after creating a line item. To learn about the things to consider, see  How do I set the accounting method for a commitment or main contract?
    • Subcontractor BOQ
      • Enable Subcontractor BOQ. Place a tick in this box to enable a Subcontractor Bill of Quantities (SBOQ) on the commitment. 
    • Sliding Scale Retention
  7. Click Save.