Set a Default Compliance Template for Commitments (Stub)
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This is a Draft page and is being reviewed for technical accuracy by subject matter experts. This page is for Internal Use Only - Not For External Distribution. This page contains proprietary and confidential information and is the property of Procore Technologies, Inc. [This banner will be replaced with the appropriate banner when the content is approved for publication and released to share with Procore Pay users]
Objective
To set a default a compliance template for a Procore project as a user with 'Admin' level permissions to the Commitments tool.
Background
With Procore Pay, a Project Admin or a user with 'Admin' level permissions on the Commitments tool can set a default compliance templates to use on commitments in Procore projects.
Things to Consider
Additional Information:
Compliance templates are only available with Procore Pay.
Prerequisites
Steps
Navigate to the Company level Admin tool.
Under Tool Settings, click Contracts.
Click Compliance Templates.
In the Compliance Templates page, locate the template to assign to a project.