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Procore Support (en-au)

View Commitments

 In Beta - eARLY ACCESS DESIGN
This page details how to view a commitment when the original experience of the Commitments tool is active. To learn how to opt-in to the early access design with the new contracts list,  see (BETA) Project Financials: New Contracts List in Commitments & Prime Contracts

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Objective

To view the purchase orders and subcontracts in your Procore project using the project's Commitments tool. 

Background

If you have been granted the appropriate permissions to the project's Commitments tool, you'll be able to view some or all of a project's purchase orders and subcontracts. 

Things to Consider

  • Required User Permissions:
    • To view purchase orders or subcontracts NOT marked Private, 'Read Only' level permissions or higher on the project's Commitments tool.
    • To view purchase orders or subcontracts marked Private:
      • 'Admin' level permissions on the project's Commitments tool. 
        OR
      • 'Read Only' or 'Standard' level permissions on the project's Commitments tool and you must be a member of the 'Private' list on the purchase order or subcontract. 
        OR
      • 'Read Only' or 'Standard' level permissions on the project's Commitments tool with the 'View Private Subcontracts' and/or View Private Purchase Orders' granular permission enabled on the permission template. This permission allows you to view the Change Orders tab on the purchase order or subcontract.

Steps

  1. Navigate to the project's Commitments tool.
  2. Choose from these options:

Switch Between Tabs

To switch between views, click one of the tabs across the top of the page:

commitments-tabs.png

  • Summary. This tab shows a summary of committed contract totals, as well as all subcontracts and purchase orders. 
  • Detailed. This tab lists all commitments as well as their details, such as any accompanying variations or related items. 
  • Recycle Bin. This tab lists all commitments that have been moved to your Recycle Bin.

Perform a Search

To search for a matching purchase order or subcontract on any tab in the Commitments tool, enter your keywords in the Search box. Then press the ENTER key or click the magnifying glass icon-search.png icon. 

commitments-search.png

 

Apply Filters

To narrow the purchase orders and commitment orders listed on any tab in the Commitments tool,  you can apply filters to the commitments list.

  1. Select an option from the Add Filters drop-down list.
    commitments-add-filter.png
  2. In the second drop-down list, place a checkmark in one or more checkboxes.
    commitments-secondary.png
    Note: If the list of checkbox options is long, you can search in the drop-down list or use the scroll bars. 
  3. Click outside the drop-down list to refresh the page. Procore narrows the list to include only the items that match the applied filters. 

The table below shows you the available filters. 

Add Filters Option Purpose Checkbox Options
Type To narrow the list to show only the items that meet the selected criteria.  Select All
Purchase Orders
Subcontracts
Status To narrow the list to show only the items that meet the selected criteria.  Select All
All Commitments: Draft, Approved
Purchase Orders: Processing, Submitted, Partially Received, Received, Closed
Subcontracts: Out for Tender, Out for Signature, Complete, Terminated, Void

 
Executed To narrow the list to show only the items that meet the selected criteria.  Select All
Yes
No

 

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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