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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Quick Links

Web
iOS
Android

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 Speciality Contractor to Create a Speciality Contractor BOQ - Speciality 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OUTDATED VIDEOS - Removed from Support Site and Certifications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 Speciality Contractor to Create a SBOQ - Speciality Contractor

Owner - Invite a Contractor to Create a Contractor BOQ

Speciality Contractor as Client - Invite a Speciality Contractor 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

Owner - Create a Contract

Speciality Contractor as Client - Create a Purchase Order

Speciality Contractor as Client - Create a Subcontract

Create a Subcontract

Site Worker - Create a Commitment (Mobile)

Commitment Management

Commitments Configuration

Owner - Set Up a Budget

Owner - Create a Purchase Order

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OUTDATED VIDEOS - Removed from Support Site and Certifications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)

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)

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)

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

Create a Subcontractor Payment Application on Behalf of Subcontractors

Create and Send Subcontractor Payment Application Invitations

Invite a Subcontractor to Create a SBOQ

Set Up a Budget

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

Create a Subcontractor Payment Application on Behalf of Subcontractors

Create and Send Subcontractor Payment Application Invitations

Invite a Subcontractor to Create a SBOQ

Set Up a Budget

Site Worker - Create a Commitment (Mobile)

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)

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

Invite Subcontractor to Create SBOQ

Site Worker - Create a Commitment (Mobile)

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 Speciality Contractor to Create a Speciality Contractor BOQ - Speciality 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 Speciality Contractor to Create a SBOQ - Speciality Contractor

Owner - Invite a Contractor to Create a Contractor BOQ

Speciality Contractor as Client - Invite a Speciality Contractor 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

Owner - Create a Contract

Speciality Contractor as Client - Create a Purchase Order

Speciality Contractor as Client - Create a Subcontract

Create a Subcontract

Site Worker - Create a Commitment (Mobile)

Commitment Management

Commitments Configuration

Owner - Set Up a Budget

Owner - Create a Purchase Order

Commitments

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

: Denotes an action that is supported in Procore's iOS and/or Android mobile application.

: 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
Add a New Payment to the Payments Issued Tab of a Commitment
Add a Related Item to a Purchase Order or Subcontract (Legacy)
Add a Related Item to a Commitment Variation
Add Financial Markup to Commitment Variations
Add Payment application Contacts to a Purchase Order or Subcontract
Add Payment application Contacts to a Purchase Order or Subcontract (Legacy)
Allow Collaborators to Submit Site-initiated Variations
Approve and Sign a Subcontract	N/A	N/A	N/A	N/A
Change the Privacy Settings for a Commitment		+	+
Complete a Commitment Contract with DocuSign® ²
Complete a Commitment Variation with DocuSign® ^2,8
Configure Settings: Commitments
Configure the Default Privacy Settings for New Commitments
Configure the Number of Commitment Variation Tiers
Create a Variation Request for a Commitment
Create a Commitment Variation
Create a Commitment Potential Variation from a Change Event ⁹
Create a Purchase Order		+	+
Create a Subcontract		+	+
Create a Subcontractor Payment application for the Release of Retention ¹
Create a Payment Application on Behalf of a Payment Application Contact (Legacy)³
Create a Payment Application on Behalf of a Payment Application Contact³
Delete a Purchase Order or Subcontract
Delete a Commitment Synced with an Integrated ERP System ⁴
Delete a Subcontractor Payment application ¹⁰
Edit a Purchase Order (Legacy) ⁷		+	+
Edit a Subcontract (Legacy) ⁷		+	+
Edit a Commitment Synced with an Integrated ERP System		+	+
Edit the Advanced Settings Tab on a Commitment
Email a Commitment
Enable Financial Markup on a Commitment
Enable or Disable the Subcontractor BOQ Tab on a Commitment
Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool
Enable the Payments Issued Tab on a Commitment
Enable Retention on a Commitment		+	+
Enable Sliding Scale Retention Rules on a Commitment's Payment Applications
Enable the Payments Issued Tab on a Commitment
Export a Commitment Variation to an Integrated ERP System
Export a Commitment to an Integrated ERP System
Export a Commitment ⁵
Export a Commitments List ⁷
Export a Payment Programme
Import Commitment BOQ Line Items from a CSV File		+	+
Request to Reset a Commitment Synced with an Integrated ERP System
Review a Subcontractor BOQ for a Commitment
Review Payment applications as a Subcontractor ¹
Review Subcontractor Payment Applications as an Admin
Retrieve a Commitment from ERP
Search for and Apply Filters to Commitments
Send a Commitment Variation to ERP Integrations for Accounting Acceptance
Send a Commitment to ERP Integrations for Accounting Acceptance
Set or Release Retention on a Subcontractor Payment application 3
Submit a Site-initiated Variation as a Collaborator		+	+
Submit a New Payment application as a Payment Application Contact 3
Update a Subcontractor Bill of Quantities as a Payment Application Contact from the Payment applications Tool ^{1, 6}
View a Purchase Order ⁷		+	+
View a Subcontract ⁷		+	+
View Inclusions/Exclusions for Subcontracts		+	+
View the Change History of a Commitment

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.

³Users 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.

¹⁰The 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 Payment application Experience Date (26/01/2023)

The option to switch between the beta and legacy subcontractor payment application 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 Payment applications.

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.

Commitments

Commitments

Commitment Variations

Subcontractor Payment Applications

Configuration Tasks

Integrations

Workflows (BETA)

Tip

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 Speciality Contractor to Create a Speciality Contractor BOQ - Speciality 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 Speciality Contractor to Create a SBOQ - Speciality Contractor

Owner - Invite a Contractor to Create a Contractor BOQ

Speciality Contractor as Client - Invite a Speciality Contractor 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

Owner - Create a Contract

Speciality Contractor as Client - Create a Purchase Order

Speciality Contractor as Client - Create a Subcontract

Create a Subcontract

Site Worker - Create a Commitment (Mobile)

Commitment Management

Commitments Configuration

Owner - Set Up a Budget

Owner - Create a Purchase Order

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)

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)

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)

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)