Can I customize the numbering system for financial objects in Procore?
For Procore Customers in the United States
When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.
When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.
Answer
Yes. In the Financial Management tools, you can use Procore's default numbering system for financial objects or you can create your own customized numbering system for each object. To learn more, see:
About the Financial Management Object Numbering System
Best Practices for Custom Numbering Systems
About the Financial Management Object Numbering System
By default, Procore automatically numbers new financial objects sequentially. For example: 001, 002, 003, and so on. For easy identification of project-related commitments, Procore also includes an abbreviation (PO or SC) and a project number in the default numbering system.
ImportantUsers with permission to create objects in the Financial Management tools can customize the numbering system for the different financial objects. To do this, overwrite the default entry in the 'Number (#)' field while creating the new object. All future objects will use the customized numbering system and it can customized again the future. To learn about best practices, see Best Practices for Custom Numbering Systems.
Users with permission to create objects in the Financial Management tools can customize the numbering system for the different financial objects. To do this, overwrite the default entry in the 'Number (#)' field while creating the new object. All future objects will use the customized numbering system and it can customized again the future. To learn about best practices, see Best Practices for Custom Numbering Systems.
Default Numbering & Example Custom Numbering
This table details the default numbering system for each financial object and provides an example of a custom numbering system. For best results, review the important notes before starting any customization.
Procore Tool: Financial Object | Default Numbering System | Example: Custom Numbering System | Important Notes |
|---|---|---|---|
Change Events: Change Event | 001, 002, 003... | CE-001, CE-002, CE-003... | Limited to a maximum of ten (10) characters in length. |
Change Orders: Commitment Change Order | 001, 002, 003... | CCO-001, CCO-002, CCO-002... | - |
Change Orders: Commitment Potential Change Order | 001, 002, 003... | CPCO-001, CPCO-002, CPCO-003... | - |
Change Orders: Prime Contract Change Order | 001, 002, 003... | PCCO-001, PCCO-002, PCCO-002... | - |
Change Orders: Prime Potential Change Order | 001, 002, 003... | PCPO-001, PCPO-002, PCPO-003... | - |
Prime Contracts: Prime Contract | 001, 002, 003... | PC-001, PC-002, PC-003... | - |
Prime Contracts: Owner Invoice | 001, 002, 003... | OWN-001, OWN-002, OWN-003... | - |
Commitments: Purchase Order | PO-[Project Number]-001, PO-[Project Number]-002, PO-[Project Number]-003... | ORD-[Project Number]-001, ORD-[Project Number]-002, ORD-[Project Number]-003... | A [Project Number] is included in the default numbering system when using the default Procore Cost Code list and a project number is assigned to the Procore project. If a project is integrated with your ERP system's cost code list, [Project Number] is omitted from the default numbering system. When customizing, do NOT exceed the maximum character limits of your ERP system. Avoid renumbering or switching to a custom numbering after Procore synchronizes with an ERP system. |
Commitments: Subcontract | SC-[Project Number]-001, SC-[Project Number]-002, SC-[Project Number]-003... | SubK-[Project Number]-001, SubK-[Project Number]-002, SubK-[Project Number]-003... | A [Project Number] is included in the default numbering system when using the default Procore Cost Code list and a project number is assigned to the Procore project. If a project is integrated with your ERP system's cost code list, [Project Number] is omitted from the default numbering system. When customizing, do NOT exceed the maximum character limits of your ERP system. Avoid renumbering or switching to a custom numbering after Procore synchronizes with an ERP system. |
Commitments: Subcontractor Invoice | 001, 002, 003... | INV-001, INV-002, INV-003... | - |
Best Practices for Custom Numbering Systems
Establish a custom numbering system when creating the initial financial object in a Procore project.
Avoid renumbering your financial objects mid-project.
Avoid switching to a custom number scheme after creating the initial financial object.
Inform teammates who create financial objects of all changes to your numbering system.