About the Commitments Tool
Objective
To learn about the options you can use when working with purchase orders and subcontracts in the Contracts tab of the Commitments tool.
Background
The data table in the Contracts tab in the Project level Commitments tool lists all of your project's commitments. It also provides you with:
- Control over the data table's row and column configurations. Optimise the tool's workspace by changing the width and height of the table's rows. You can also easily show and hide the columns of your choice, quickly change the column sorting, automatically size one or all columns and pin columns to keep them in place on your page.
- Powerful filtering capabilities to analyse your data. Apply filters to improve your ability to analyse your data. When applying a filter, Procore shows only the commitments that meet your criteria and hides the ones that don't. You can then export or print your data with the filters you've applied.
- Convenient data grouping options. Take a focused look at important subpopulations. For example, group data to see only 'Draft' commitments or ones assigned to a specific 'Contract Company'? Apply one or all the grouping options to the data and change how data is nested.
- Streamlined viewing and navigation experience for greater insight into large contract sets. View and navigate through your commitments and save time looking for data.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the project's Commitments tool.
NoteS
- To perform certain tasks, you may need additional user access permissions.
- To learn about the required user permissions for each task, see a tutorial link below.
- 'Read Only' level permissions or higher on the project's Commitments tool.
Prerequisites
- Add the Commitments tool to your project. See Add and Remove Project Tools.
- Configure the tool's settings. See Configure Advanced Settings: Commitments.
- Create one or more commitments to populate the Contracts table. See Create a Commitment.
Example
Features
The table below summarises all of the tasks that you can perform with the features in the project's Commitments tool.
| Feature | Description | To learn more… | |
|---|---|---|---|
| 1 | Contracts | Lists all of your project's commitments. | |
| 2 | Recycle Bin | Lists any deleted commitments that have been moved to the Recycle Bin. | |
| 3 | Export a List | Exports a list of all commitments as a Comma Separated Values (CSV) file or a Portable Document Format (PDF) file. | |
| 4 | Create Purchase Orders and Subcontracts | Create new commitments for your project. | |
| 5 | Contracts Search | Click the magnifying glass to expand the search field. Then enter your keywords and press ENTER or click the magnifying glass again to initiate the search. | |
| 6 | Apply Filters | Apply filter options to your commitments table. | |
| 7 | Sorting Options | Click the BLUE arrow on a column to apply an ascending or descending sort order. | |
| 8 | Overflow Menu | Hover your mouse cursor over a column until the Overflow menu appears. Then click it to see additional column options. | |
| 9 | Grouping Columns | Group your data table with one of the available column grouping options. | |
| 10 | Table Settings | Click the Table Settings button to open a pane on the right side of the table where you can manage row size, column display and more. | |
| 11 | View Variations | If your contract has any associated variations, you can click the down arrow to expand the table to show the associated variations. |
|
| 12 | 'Contract Company' Hyperlink | Click the hyperlink in the 'Contract Company' column to edit the company record's in the Project Directory tool. | |
| 13 | Status | Change the status of a commitment inline by clicking a status bubble and choosing a different status from the drop-down list. | |
| 14 | Grand Totals | View grand totals for all of the currency- and number-formatted columns in your table. |
Tip
Want to create a report with this data? To create a report that includes data from the Commitments tool, see Create a Custom Project Report.