Questions
Below are common questions about the compliance template features in Procore Pay.
Compliance Templates
Does the compliance template feature in Procore require Procore Pay?
Yes. The compliance template features in the Company Admin tool are only available with Procore Pay. The features are specifically designed for payors who configure their company's payment requirements for Procore Pay. Tracking payment requirements empowers Payments Admins and Payments Disbursers to determine when subcontractor invoices are ready to pay.
How many compliance templates can be assigned to a project?
You can create as many compliance templates as needed in the Company Admin tool. However, you can only assign one (1) template to a Procore project. Each template must have a unique name to ensure it can be identified across your projects.
You can change the compliance template assigned to a project at any time. However, the new template assignment only affects new commitments. If the project has existing commitments, the template applied to those commitments remains unchanged.