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Edit a Commitment

 In Beta - Early Access DESIGN

The information on this page has been updated for the early access design release of the new Contracts table in the project's Commitments tool. To learn more about the early access design and its features, see Project Financials: New Contracts List in Commitments & Prime Contracts.

Also available on 

Objective

To edit an existing subcontract or purchase order in the project's Commitments tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
      OR
    • 'Read Only' or 'Standard' level permissions on the project's Commitments tool with the 'Update Purchase Order' and/or 'Update Subcontract' granular permissions enabled on your permission template.
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  
    • If you are editing a commitment that has NOT yet been synced with your company's integrated ERP system, you may use the steps below. To determine if a commitment has been synced with an ERP system, see What do the ERP Icons mean? 
    • If you are editing a commitment that has already been synced with your company's integrated ERP system, see one of these procedures instead:

Steps

Edit a Commitment

  1. Navigate to the project's Commitments tool.
  2. Beta Under the Contracts tab, locate the purchase order or subcontract. Then click Edit.
  3. Update the information as needed. To learn more, see Create a Subcontract or Create a Purchase Order.
  4. If you want to rearrange the line items in the SOV, see Rearrange SOV Line Items below. 
  5. When you are done with your edits, click Save.

Rearrange SOV Line Items 

You can rearrange SOV line items to organize your contract if you add inline items at a later date. 

 Notes
  • SOV line items on a commitment cannot be rearranged when:
    • The commitment has a CCO in the 'Approved' status.
    • An invoice has been created for the commitment. 
  1. Navigate to the project's Commitments tool.
  2. Click the Summary or Detailed tab. 
  3. Locate the purchase order or subcontract to modify. Then click Edit.
  4. Click the Schedule of Values tab.
  5. Click  Edit.
  6. Rearrange the line items by hovering over the column on the left and the drag-and-drop the line item into its desired position on the program. 
  7. When you are done rearranging the items, click Save.

 

If you would like to learn more about Procore’s commitments software and how it can help your business, please visit our construction financials tool product page here.