Below are the notable changes to the project's Commitments tool.
Procore's Commitments tool now automatically pins the Number, Contract, and Title columns on the Contract tab, similar to freezing columns in a spreadsheet.. It also pins the Item Number and Budget Code columns on the contract’s Schedule of Values card. This keeps essential data visible while you view other details.
Procore has introduced a new 'Tax Code' column to the CSV import functionality for the Commitments tool, enhancing the accuracy and compliance of financial data management. This addition streamlines the import process, reducing manual data entry errors and improving the user experience for construction stakeholders. To learn more, see Import Commitment SOV Line Items from a CSV File.
Procore has updated the Commitments tool to display Custom Fields on Potential Change Orders (PCOs). This enhancement allows users to better manage and customise their change order processes. To learn more, see What are custom fields and which Procore tools support them? and What field types are available for Custom Fields in Procore Tools?
Subcontractor progress claims have a new warning banner that will appear when retention is released. The banner will appear from the Schedule of Values (SOV) card once retention amount is entered and released. See Set or Release Retention on a Subcontractor Progress Claim.
The option to switch between the beta and legacy subcontractor progress claim 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 Invoicing.
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.