Can I customise the numbering system for financial objects in Procore?

 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for head contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      Head Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Subcontractors

      English (Speciality Contractor Terminology)
      Progress Claiming Progress Claiming Progress Billings
      Owner-developer Funding Owner-developer
      Owner/Client Owner/Client HC/Client
      Head Contract Variation Funding Variation Client Contract Variation
      Head Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

Answer

Yes. In the Financial Management tools, you can use Procore's default numbering system for financial objects or you can create your own customised numbering system for each object. To learn more, see:

About the Financial Management Object Numbering System

By default, Procore automatically numbers new financial objects sequentially. For example: 001, 002, 003 and so on. For easy identification of project-related commitments, Procore also includes an abbreviation (PO or SC) and a project number in the default numbering system. 

 Important
Users with permission to create objects in the Financial Management tools can customise the numbering system for the different financial objects. To do this, overwrite the default entry in the 'Number (#)' field while creating the new object. All future objects will use the customised numbering system and it can customised again the future. To learn about best practices, see Best Practices for Custom Numbering Systems.

Default Numbering & Example Custom Numbering

This table details the default numbering system for each financial object and provides an example of a custom numbering system. For best results, review the important notes before starting any customization.  

Procore Tool: Financial Object Default Numbering System Example: Custom Numbering System Important Notes
Change Events:
Change Event		 001, 002, 003... CE-001, CE-002, CE-003... Limited to a maximum of ten (10) characters in length.
Variations:
Commitment Variation		 001, 002, 003... CV-001, CV-002, CV-002... -
Variations:
Commitment Potential Variation		 001, 002, 003... CPV-001, CPV-002, CPV-003... -
Variations:
Head Contract Variation		 001, 002, 003... HCV-001, HCV-002, HCV-002... -
Variations:
Head Potential Variation		 001, 002, 003... PCPO-001, PCPO-002, PCPO-003... -
Head Contracts:
Head Contract		 001, 002, 003... PC-001, PC-002, PC-003... -
Head Contracts:
Owner Progress Claim		 001, 002, 003... OWN-001, OWN-002, OWN-003... -
Commitments:
Purchase Order		 PO-[Project Number]-001, PO-[Project Number]-002, PO-[Project Number]-003... ORD-[Project Number]-001, ORD-[Project Number]-002, ORD-[Project Number]-003... A [Project Number] is included in the default numbering system when using the default Procore Cost Code list and a project number is assigned to the Procore project. 

If a project is integrated with your ERP system's cost code list, [Project Number] is omitted from the default numbering system.

When customizing, do NOT exceed the maximum character limits of your ERP system. 

Avoid renumbering or switching to a custom numbering after Procore synchronises with an ERP system. 
Commitments:
Subcontract		 SC-[Project Number]-001, SC-[Project Number]-002, SC-[Project Number]-003... SubK-[Project Number]-001, SubK-[Project Number]-002, SubK-[Project Number]-003... A [Project Number] is included in the default numbering system when using the default Procore Cost Code list and a project number is assigned to the Procore project. 

If a project is integrated with your ERP system's cost code list, [Project Number] is omitted from the default numbering system.

When customizing, do NOT exceed the maximum character limits of your ERP system. 

Avoid renumbering or switching to a custom numbering after Procore synchronises with an ERP system. 
Commitments: 
Subcontractor Progress Claim		 001, 002, 003... INV-001, INV-002, INV-003... -

Best Practices for Custom Numbering Systems

  • Establish a custom numbering system when creating the initial financial object in a Procore project. 
  • Avoid renumbering your financial objects mid-project. 
  • Avoid switching to a custom number scheme after creating the initial financial object. 
  • Inform teammates who create financial objects of all changes to your numbering system.

See Also