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Edit the Advanced Settings Tab on 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.


To configure the settings in the Advanced Settings tab on an individual commitment. 


When working with an individual commitment, a user with 'Admin' permission on the project's Commitments tool has the ability to use some advanced settings that apply only to that commitment. For best results, it is recommended that you configure the advanced settings before you add line items and before you create subcontractor invoices for the commitment. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
  • Additional Information:
    •  For best results, it is recommended that you use the steps below to configure the advanced settings for a commitment before you add line items and before you create subcontractor progress claims for the commitment. 
    • The settings described in this tutorial are advanced settings that can only be applied to individual commitments. To learn about global settings that can be configured to apply to all commitments, see Configure Advanced Settings: Commitments



  1. Navigate to the project's Commitments tool.
  2. Beta Under the Contracts tab, locate the purchase order or subcontract. Then click View.
  3. Click Advanced Settings
  4. Click Edit
  5. Under Edit Advanced Settings, turn features ON and OFF as follows:
    • Comments
      • Enable Comments. Place a checkmark in this box to provide users with 'Admin' level permissions on the project's Commitments tool with the ability to add comments.
    • Financial Markup
    • Payment
    • Progress Claim
      • Enable Completed Work Retainage. Mark this checkbox to enable a data entry field that gives users the ability to specify completed work retainage on the commitment. Remove the mark from this checkbox to change the 'Default Retainage Percent' setting on the commitment to zero (0) percent.
        For best results, it is recommended that you decide whether you want to turn the 'Enable Completed Work Retainage' setting ON or OFF before you begin creating subcontractor invoices for the commitment.
      • Level of Detail to Display Variations. Choose one of the following settings to define the level of detail that displays for variations when users view or print the detail page for an progress claim. Options include:
        • Commitment Variation (CV). This option includes CV information on the detail page. 
        • Line Items in Each Change Order. This option includes the line items for the CCOs. 
      • Enable Invoices. Mark this checkbox to enable the Invoices tab on the commitment. The controls in this tab provide users with 'Admin' permission on the Commitments tool with the ability to invite subcontractors to create invoices for the commitment. To learn more, see Send Subcontractor Invoice Invitations.
      • Show Cost Code on PDF. Mark this checkbox to show the cost code on the invoice PDF by default. See Configure Settings: Commitments.
    • Schedule of Values
      • Accounting Method. Choose the accounting method that you want Procore to use on the commitment. Your choices are Amount Based or Unit/Quantity Based
        It is important to verify that the accounting method that you want to use is set when you first create a commitment and before you add line items to the Schedule of Values (SOV). You cannot change the accounting method after creating a line item. To learn about the things to consider, see How do I set the accounting method for a commitment or prime contract?
    • Subcontractor SOV
      • Enable Subcontractor SOV. Place a tick in this box to enable a Subcontractor Schedule of Values (SSOV) on the commitment. 
    • Sliding Scale Retention
  6. 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.
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