Commitments - FAQ
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- (Legacy) How do I bill for stored materials in Procore?
- Are commitments private by default?
- Can I edit or delete a commitment after its been synced with an integrated ERP system?
- Can I import a CSV into a Project Financials tool's schedule of values if it has blank values?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Does a progress claim contact need an 'Invite to Bill' to submit a progress claim?
- How are commitments, contracts, fundings and changes numbered in Procore?
- How can I determine the order in which variations were approved?
- How can I use tax codes on a Procore project?
- How do I add a multi-tiered location to an item?
- 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 set the accounting method for a contract or funding?
- How do I submit a Subcontractor Schedule of Values for a Procore commitment?
- How do I track the actual materials received and installed on a worksite?
- How does Procore calculate a progress claim's 'Current Payment Due' amount?
- 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 custom fields and which Procore tools support them?
- What are custom sections and which Procore tools support them?
- What are multi-tiered locations?
- 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 default statuses for variations in Procore?
- What are the different variation tier settings in Project Financials?
- What are the financial line items in custom reports?
- What are the requirements for importing SOV Line Items from CSV?
- What dictionaries and languages are available in the Procore web application?
- 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 do we need to consider before allowing downstream collaborators to submit progress claims in Procore?
- What granular permissions are available for the project's Commitments tool?
- What is Procore's Recycle Bin?
- What is a budget code in Procore's WBS?
- What is an downstream collaborator?
- What is an progress claim contact?
- What is sliding scale retention?
- What is the 'Enable Always Editable Bill of Quantities' setting?
- What is the maximum character length for a commitment's 'Number (#)'?
- What is the maximum character length for a commitment's 'Title'?
- 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 Work Breakdown Structure?
- Which Procore tools support granular permissions?
- Which fields in the Commitments tool can be configured as required, optional or hidden?
- Which setting do I enable in QuickBooks® to export progress claims with the ERP Integrations tool?
- Which units of measure 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 can't I edit or delete an 'Approved' variation?
- Why isn't the 'Job to Date Costs' column in the budget matching our subcontractor progress claim amounts?