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Commitments - Workflow Diagrams

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...