FAQ
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- Are subcontracts and purchase orders private by default?
- Can I edit or delete a commitment after its been synced with an integrated ERP system?
- Can I provide users with 'Read-Only' level permissions with limited access to update information in Procore?
- Do I need a DocuSign© account?
- Does an progress claim contact need an 'Invite to Bill' to submit an progress claim?
- How are commitments numbered in Procore?
- How can I use tax codes on a Procore project?
- How do I add a multi-tiered location to an item?
- How do I bill for stored materials in Procore?
- How do I change my web browser's default email client for mailto links?
- How do I create a billing period for an progress claim?
- How do I navigate Procore's tools?
- How do I prepare my data for import into Procore?
- How do I prevent commitment line item overbilling on a subcontractor progress claim?
- How do I set the accounting method for a contract?
- How does Procore calculate the 'Current Payment Due' amount on an progress claim?
- I clicked "prevent this page from creating additional dialogues." How can I undo this?
- What are "related items" in Procore?
- What are Procore's default change types and change reasons?
- What are Procore's default cost codes?
- What are Procore's default cost types?
- What are multi-tiered locations?
- What are specifications?
- What are the DocuSign fields and can I customise them?
- What are the default columns in the Contracts tab of the Commitments tool?
- What are the default commitment statuses in Procore?
- What are the default statuses for Procore progress claims?
- What are the different contract variation tiers?
- What are the financial line items in custom reports?
- What do I do when a commitment fails to export from the ERP Integrations tool?
- What do the different DocuSign® banners in Procore mean?
- What happened to 'progress claims', 'commitment progress claims' and 'progress claims'?
- What is Procore's Recycle Bin?
- What is a budget code?
- What is an progress claim contact?
- What is sliding scale retention?
- What is the maximum character length for a commitment's 'Number (#)'?
- What is the maximum character length for a commitment's 'Title'?
- When I import my Program of Values, will blank line items be imported?
- When do the download links in emails sent from Procore expire?
- When does Procore send email notifications to progress claim contacts?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore project tools support the DocuSign® integration?
- Which Procore tools support Granular Permissions?
- Which setting do I enable in QuickBooks® to export progress claims with the ERP Integrations tool?
- Which units of measure (UOM) are included on Procore's master list?
- Why are my variation line items duplicated on my subcontractor progress claim?
- Why can I view the Commitments tool but cannot see any commitments?
- Why can't I create a variation?
- Why is the Signed Contract Received Date field disabled when DocuSign is checked?
- Why isn't the 'Job to Date Costs' column in the budget matching our subcontractor progress claim amounts?