Commitments - FAQ
(Beta) What granular permissions are available for Project level Workflows?
(Draft) What are the required user permissions for editing a variation?
Are commitments private by default?
Can I customise the numbering system for financial objects in Procore?
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 Progress Claim and Contract Compliance different with Procore Pay?
How are variation statuses in a package linked?
How can I troubleshoot an issue with the Procore Web Application?
How can I use tax codes on a Procore project?
How do I bill for stored materials in Procore? (Legacy)
How do I bill for stored materials in a progress claim?
How do I bill for stored materials in a progress claim? (Beta)
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 set and release retention on a subcontractor progress claim in 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?
How does the Direct Cost Tool improve Financial Management?
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 joint payments and joint checks?
What are multi-tiered locations?
What are the DocuSign® fields and can I customise them?
What are the GH Phipps Default Defect List TYPE(s)
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 Financial Line Item options for Single Tool Reports?
What are the different variation tier settings in Project Financials?
What are the different types of progress claims in Procore?
What are the requirements for importing SOV Line Items from CSV?
What are the sub-tier lien waiver statuses on a subcontractor progress claim with Procore Pay?
What are the sub-tier statuses on a commitment with Procore Pay?
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 effect will the custom fields release have on our legacy custom solutions for variations?
What effect will the fieldsets/configurable fieldsets release have on our legacy custom solutions for contracts?
What granular permissions are available for the project's Commitments tool?
What happens when 'Restrict Non-draft edits to Contracts and Variations' and 'Enable Always Editable Schedule of Values' are both enabled?
What is Procore's Recycle Bin?
What is a Subcontractor Schedule of Values?
What is a budget code in Procore's WBS?
What is a downstream collaborator?
What is a manual hold on a subcontractor progress claim?
What is a split payment?
What is an invoice administrator?
What is an progress claim contact?
What is sliding scale retention?
What is the 'Enable Always Editable Schedule of Values' setting?
What is the maximum character length for a commitment's 'Number (#)'?
What is the maximum character length for a commitment's 'Title'?
What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
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 fields correspond to fields in DocuSign©?
Which Procore project tools support the DocuSign® integration?
Which Procore tools support Work Breakdown Structure?
Which Procore tools support Workflows?
Which Procore tools support granular permissions?
Which fields in the Commitments tool can be configured as required, optional or hidden?
Which units of measure are included on Procore's master list?
Which units of measure are included on Procore's master list?
Who can benefit from using the Direct Cost Tool?
Who can manage compliance on commitments with Procore Pay? (Beta)
Who has the authority to sign a lien waiver in Procore Pay?
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 did a 'import operation took longer than set timeout' error appear when exporting a Commitment Variation to Sage 300 CRE?
Why did a 'possible relationship inconsistencies' error appear when exporting a Commitment Variation to Sage 300 CRE?
Why isn't the 'Job to Date Costs' column in the budget matching our subcontractor progress claim amounts?