Commitments

The Commitments tool in Procore allows your teams to see the status and current value of all contracts and purchase orders. Easily pinpoint which contracts have been approved or determine the status of progress claims and payments. Procore can be customised to produce your company's contract documents to streamline the process and ensure consistency across projects.

View and filter a detailed list of all the financial commitments (e.g., contracts, purchase order, etc.) on a project
Allow vendors to create and submit their progress claims

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Quick Links

Web
iOS
Android

Web

Configure Commitment Settings - Specialty Contractor

Create a Contract - Owner

Create a Subcontract - Head Contractor

Create a Subcontract - Specialty Contractor

Create a Purchase Order

Create a Purchase Order - Specialty Contractor

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Invite a Subcontractor to Create a Subcontractor SOV - Specialty Contractor

Invite a Contractor to Create a Contractor SOV - Owner

Edit Subcontractor SOV - Subcontractor as Collaborator

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Invite a Subcontractor to Create a SSOV - Specialty Contractor

Owner - Invite a Contractor to Create a Contractor SOV

Speciality Contractor as Client - Invite a Subcontractor to Create a SSOV

Subcontractor - Edit Subcontractor SOV

Speciality Contractor as Client - Create a CV

Create and Send Subcontractor Progress Claim Invitations

Invite a Subcontractor to Create a SSOV

Owner - Create a Commitment Variation

Create a CV

Speciality Contractor as Client - Configure Commitment Settings

Set Up a Budget

Owner - Create a Contract

Speciality Contractor as Client - Create a Purchase Order

Speciality Contractor as Client - Create a Subcontract

Create a Subcontract

Site Worker - Create a Commitment (Mobile)

Commitment Management

Commitments Configuration

Owner - Set Up a Budget

Owner - Create a Purchase Order

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

Create a CV

Create a Subcontractor Progress Claim on Behalf of Subcontractors

Create and Send Subcontractor Progress Claim Invitations

Invite a Subcontractor to Create a SSOV

Set Up a Budget

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a CV

Create a Subcontractor Progress Claim on Behalf of Subcontractors

Create and Send Subcontractor Progress Claim Invitations

Invite a Subcontractor to Create a SSOV

Set Up a Budget

Site Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontract

Invite Subcontractor to Create SSOV

Site Worker - Create a Commitment (Mobile)

Web

Configure Commitment Settings - Specialty Contractor

Create a Contract - Owner

Create a Subcontract - Head Contractor

Create a Subcontract - Specialty Contractor

Create a Purchase Order

Create a Purchase Order - Specialty Contractor

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Invite a Subcontractor to Create a Subcontractor SOV - Specialty Contractor

Invite a Contractor to Create a Contractor SOV - Owner

Edit Subcontractor SOV - Subcontractor as Collaborator

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Invite a Subcontractor to Create a SSOV - Specialty Contractor

Owner - Invite a Contractor to Create a Contractor SOV

Speciality Contractor as Client - Invite a Subcontractor to Create a SSOV

Subcontractor - Edit Subcontractor SOV

Speciality Contractor as Client - Create a CV

Create and Send Subcontractor Progress Claim Invitations

Invite a Subcontractor to Create a SSOV

Owner - Create a Commitment Variation

Create a CV

Speciality Contractor as Client - Configure Commitment Settings

Set Up a Budget

Owner - Create a Contract

Speciality Contractor as Client - Create a Purchase Order

Speciality Contractor as Client - Create a Subcontract

Create a Subcontract

Site Worker - Create a Commitment (Mobile)

Commitment Management

Commitments Configuration

Owner - Set Up a Budget

Owner - Create a Purchase Order

Commitments

The following table highlights which user permissions are required to perform the described user action.

: Denotes an action that is supported in Procore's iOS and/or Android mobile application.

: Indicates your company's Procore account must be configured to work with an integrated ERP system.

Task	None	Read Only	Standard	Admin
Add a Line Item to a Commitment's Schedule of Values
Add a New Payment to the Payments Issued Tab of a Commitment
Add a Related Item to a Purchase Order or Subcontract (Legacy)
Add a Related Item to a Commitment Variation
Add Financial Markup to Commitment Variations
Add Progress Claim Contacts to a Purchase Order or Subcontract
Add Progress Claim Contacts to a Purchase Order or Subcontract (Legacy)
Allow Collaborators to Submit Site-initiated Variations
Approve and Sign a Subcontract	N/A	N/A	N/A	N/A
Change the Privacy Settings for a Commitment		+	+
Complete a Commitment Contract with DocuSign® ²
Complete a Commitment Variation with DocuSign® ^2,8
Configure Settings: Commitments
Configure the Default Privacy Settings for New Commitments
Configure the Number of Commitment Variation Tiers
Create a Variation Request for a Commitment
Create a Commitment Variation
Create a Commitment Potential Variation from a Change Event ⁹
Create a Purchase Order		+	+
Create a Subcontract		+	+
Create a Subcontractor Progress Claim for the Release of Retention ¹
Create a Progress Claim on Behalf of a Progress Claim Contact (Legacy)³
Create a Progress Claim on Behalf of a Progress Claim Contact³
Delete a Purchase Order or Subcontract
Delete a Commitment Synced with an Integrated ERP System ⁴
Delete a Subcontractor Progress Claim ¹⁰
Edit a Purchase Order (Legacy) ⁷		+	+
Edit a Subcontract (Legacy) ⁷		+	+
Edit a Commitment Synced with an Integrated ERP System		+	+
Edit the Advanced Settings Tab on a Commitment
Email a Commitment
Enable Financial Markup on a Commitment
Enable or Disable the Subcontractor SOV Tab on a Commitment
Enable or Disable the Subcontractor SOV Tab on the Commitments Tool
Enable the Payments Issued Tab on a Commitment
Enable Retention on a Commitment		+	+
Enable Sliding Scale Retention Rules on a Commitment's Progress Claims
Enable the Payments Issued Tab on a Commitment
Export a Commitment Variation to an Integrated ERP System
Export a Commitment to an Integrated ERP System
Export a Commitment ⁵
Export a Commitments List ⁷
Export a Payment Program
Import Commitment SOV Line Items from a CSV File		+	+
Request to Reset a Commitment Synced with an Integrated ERP System
Review a Subcontractor SOV for a Commitment
Review Progress Claims as a Subcontractor ¹
Review Subcontractor Progress Claims as an Admin
Retrieve a Commitment from ERP
Search for and Apply Filters to Commitments
Send a Commitment Variation to ERP Integrations for Accounting Acceptance
Send a Commitment to ERP Integrations for Accounting Acceptance
Set or Release Retention on a Subcontractor Progress Claim 3
Submit a Site-initiated Variation as a Collaborator		+	+
Submit a New Progress Claim as a Progress Claim Contact 3
Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool ^{1, 6}
View a Purchase Order ⁷		+	+
View a Subcontract ⁷		+	+
View Inclusions/Exclusions for Subcontracts		+	+
View the Change History of a Commitment

¹ To perform this task, downstream collaborators should be designated as a progress claim contact on the commitment. See Add Progress Claim Contacts to a Commitment.

³Users must have 'Read-Only' or 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as a Progress Claim Contact. See Add Progress Claim Contacts to a Purchase Order or Subcontract.

⁴ Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. See Delete a Commitment Synced with QuickBooks® Desktop and Delete a Commitment Synced with Sage 300 CRE®.

⁵ Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment to the PDF file format if they have been granted access to the purchase order or subcontract via the Private drop-down list and the 'Allow These Users to See SOV Items' check box is enabled.

⁶ Users with 'Read-Only' permissions on the Commitments tool can perform these procedures if they are also listed in the Private field under the commitment's General tab.

⁷ Users with 'Read only' and 'Standard' permission (and who have NOT been assigned the granular permission detailed in the table) must also be a member of the 'Private' list.

⁸ Also requires 'Standard' or 'Admin' permission on the project's Change Events tool.

⁹ Users with 'Standard' level permissions on the project's Commitments tool can create PVs when they are added to the 'Private' drop-down list and the 'Allow Standard Level Users to Create PVs' configuration must be selected.

¹⁰The progress claim must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.

Below are the notable changes to the project's Commitments tool.

Recent Changes

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETENTION IS RELEASED (24/04/2023)

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.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Progress Claim Experience Date (26/01/2023)

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.

Custom Fields now visible in commitments List view (05/01/2023)

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.

Commitments

Commitments

Commitment Variations

Subcontractor Progress Claims

Configuration Tasks

Integrations

Workflows (BETA)

Tip

Web

Configure Commitment Settings - Specialty Contractor

Create a Contract - Owner

Create a Subcontract - Head Contractor

Create a Subcontract - Specialty Contractor

Create a Purchase Order

Create a Purchase Order - Specialty Contractor

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Invite a Subcontractor to Create a Subcontractor SOV - Specialty Contractor

Invite a Contractor to Create a Contractor SOV - Owner

Edit Subcontractor SOV - Subcontractor as Collaborator

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Invite a Subcontractor to Create a SSOV - Specialty Contractor

Owner - Invite a Contractor to Create a Contractor SOV

Speciality Contractor as Client - Invite a Subcontractor to Create a SSOV

Subcontractor - Edit Subcontractor SOV

Speciality Contractor as Client - Create a CV

Create and Send Subcontractor Progress Claim Invitations

Invite a Subcontractor to Create a SSOV

Owner - Create a Commitment Variation

Create a CV

Speciality Contractor as Client - Configure Commitment Settings

Set Up a Budget

Owner - Create a Contract

Speciality Contractor as Client - Create a Purchase Order

Speciality Contractor as Client - Create a Subcontract

Create a Subcontract

Site Worker - Create a Commitment (Mobile)

Commitment Management

Commitments Configuration

Owner - Set Up a Budget

Owner - Create a Purchase Order

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - Head Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - Head Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Commitment (Mobile)