Edit Requirements

  1. Navigate to the Company level Admin tool.

  2. Under Tool Settings, choose the option available in your project:

    • Click the Contracts tab.
      OR

    • If you have the Change Management tools enabled, click the Contracts and Change Orders tab.

  3. Click Compliance Templates.

  4. Locate the template to update and choose one of these options:

    • Manage. Click this button to open the template.
      OR

    • Template Name. Click this button to open the template.

  5. (Optional) In the General Information card, click Edit to change the template name. Then click Save.

  6. In the Required Compliance Documents card, find the requirement to update and click Edit.
    This opens the Edit Requirement panel.

  7. In the Document Details card, do the following:

    • Document Type. Choose an option from the list: Bond, Closeout, License, Master Agreement, Other, Payroll, Permit, Project Insurance, Safety, Stored Material, or W-9.

    • Document Name. Type a name for the document.

  8. In the Criteria card, choose the Collect At requirement to determine if Procore Pay tracks the requirement:

    • Commitment. Assign this to a Purchase Order, Subcontract, or both Subcontract & Purchase Order. To get email alerts for upcoming or past document expirations, mark the checkbox.
      OR

    • Invoice. Choose the commitment type. Then, set the billing cycle: First Billing, Every Progress Billing, or Final Billing.

  9. Click Save.
    A green success banner appears to confirm the update.

  10. Repeat the steps above to update other requirements.

Add Requirements
Delete Requirements