Procore 中的合约工具允许你的团队查看所有合同和采购订单的状态和当前价值。轻松查明哪些合同已获批或确定发票和付款的状态。 Procore 可以自定义以生成贵公司的合同文档，以简化流程并确保项目的一致性。

查看和筛选项目的所有财务合约（例如，合同、采购订单等）的详细列表
允许供应商创建和提交他们的发票

热门教程（查看全部）

热门常见问题（查看全部）

快速链接

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网页版
Ios
智能手机

Web

Configure Commitment Settings

Create a Contract - Owner

Create a Subcontract - General Contractor

Create a Subcontract - Specialty Contractor

Create a Purchase Order

Create a Purchase Order - Specialty Contractor

Invite a Subcontractor to Create a Subcontractor SOV - General 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OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Commitment Settings - Specialty Contractor

Invite a Subcontractor to Create a SSOV - Specialty Contractor

Owner - Invite a Contractor to Create a Contractor SOV

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

Subcontractor - Edit Subcontractor SOV

Specialty Contractor as Client - Create a CCO

Create and Send Subcontractor Invoice Invitations

Invite a Subcontractor to Create a SSOV

Owner - Create a Commitment Change Order

Create a CCO

Specialty Contractor as Client - Configure Commitment Settings

Set Up a Budget

Owner - Create a Contract

Specialty Contractor as Client - Create a Purchase Order

Specialty Contractor as Client - Create a Subcontract

Create a Subcontract

Field Worker - Create a Commitment (Mobile)

Commitment Management

Commitments Configuration

Owner - Set Up a Budget

Owner - Create a Purchase Order

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Commitment (Mobile)

Create a CCO

Create a Subcontractor Invoice on Behalf of Subcontractors

Create and Send Subcontractor Invoice Invitations

Invite a Subcontractor to Create a SSOV

Set Up a Budget

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a CCO

Create a Subcontractor Invoice on Behalf of Subcontractors

Create and Send Subcontractor Invoice Invitations

Invite a Subcontractor to Create a SSOV

Set Up a Budget

Field Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Subcontract

Invite Subcontractor to Create SSOV

Field Worker - Create a Commitment (Mobile)

Web

Configure Commitment Settings

Create a Contract - Owner

Create a Subcontract - General Contractor

Create a Subcontract - Specialty Contractor

Create a Purchase Order

Create a Purchase Order - Specialty Contractor

Invite a Subcontractor to Create a Subcontractor SOV - General 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

Configure Commitment Settings - Specialty Contractor

Invite a Subcontractor to Create a SSOV - Specialty Contractor

Owner - Invite a Contractor to Create a Contractor SOV

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

Subcontractor - Edit Subcontractor SOV

Specialty Contractor as Client - Create a CCO

Create and Send Subcontractor Invoice Invitations

Invite a Subcontractor to Create a SSOV

Owner - Create a Commitment Change Order

Create a CCO

Specialty Contractor as Client - Configure Commitment Settings

Set Up a Budget

Owner - Create a Contract

Specialty Contractor as Client - Create a Purchase Order

Specialty Contractor as Client - Create a Subcontract

Create a Subcontract

Field Worker - Create a Commitment (Mobile)

Commitment Management

Commitments Configuration

Owner - Set Up a Budget

Owner - Create a Purchase Order

此页面包括培训视频，展示了如何在项目合约工具中执行各种任务，或执行与项目合约工具相关的各种任务。

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合约

下表突出显示了执行所述用户操作所需的用户权限。

:表示 Procore 的 iOS 和/或 Android 版移动应用程序支持的操作。

:表示你公司的 Procore 账户必须配置为使用集成ERP系统。

Procore 支持：内部注释

一些 Procore 客户选择授予下游协作者比此矩阵中记录的权限级别更高的权限。尽管支持这种做法，但由于以下原因，不建议这样做:

项目合约工具的"标准"级别权限。虽然此权限使指定发票联系人能够使用合约工具创建发票，但它也授予用户查看所有未标记为"私密"的采购订单和分包合同的权限。由于发票联系人不是管理 Procore 项目的公司账户的员工，因此建议用户不要向发票联系人提供此权限。
项目合约工具的"管理员"级别权限。尽管此权限使用户能够创建发票，但它却授予用户对项目合约工具中所有合约的完全编辑权限。它还授予用户在"截止日期"之前和之后创建发票的权限。由于发票联系人不是管理 Procore 项目的公司账户的员工，因此建议用户不要向发票联系人提供此权限。

任务	无	只读	标准	管理员
将明细项添加到合约的分项价格表
向合约的“已签发的付款”标签页添加新付款
将相关项添加到采购订单或分包合同（旧版）
将相关项添加到合约变更通知单
将利润加成添加到合约变更通知单
将发票联系人添加到采购订单或分包合同
将发票联系人添加到采购订单或分包合同（旧版）
允许协作者提交现场启动的变更通知单
批准并签署分包合同	不适用	不适用	不适用	不适用
更改合约的隐私设置		+	+
使用 DocuSign® 完成合约合同 ²
使用 DocuSign®^2,8 填写合约变更通知单
配置设置：合约
配置新合约的默认隐私设置
配置合约变更通知单层数
为合约创建变更通知单请求
创建合约变更通知单
从变更事件创建合约潜在变更通知单⁹
创建采购订单		+	+
创建分包合同		+	+
为返还保留金创建分包商发票 ¹
代表发票联系人创建发票（旧版） ³
代表发票联系人创建发票³
删除采购订单或分包合同
删除与集成ERP系统同步的合约⁴
删除分包商发票¹⁰
编辑采购订单（旧版） ⁷		+	+
编辑分包合同（旧版） ⁷		+	+
编辑与集成ERP系统同步的合约		+	+
编辑合约的高级设置标签页
通过电子邮件发送合约
在合约上启用利润加成
启用或禁用合约上的分包商分项价格表标签页
启用或禁用合约工具上的分包商分项价格表标签页
启用合约中已签发的付款标签页
启用合约保留金		+	+
对合约的发票启用浮动保留金规则
启用合约中已签发的付款标签页
将合约变更通知单导出到集成ERP系统
将合约导出到集成ERP系统
导出合约⁵
导出合约列表⁷
导出付款进度计划
从 CSV 文件导入合约 SOV 明细项		+	+
请求重置与集成ERP系统同步的合约
审核合约的分包商 SOV
以分包商身份审核发票 ¹
以管理员身份审核分包商发票
从 ERP 中恢复合约
搜索筛选器并将其应用于合约
将合约变更通知单发送到ERP集成进行会计验收
将合约发送到ERP集成进行会计验收
设置或返还分包商发票的保留金3
以协作者的身份提交现场启动的变更通知单		+	+
以发票联系人的身份提交新发票3
以发票联系人的身份从开发票工具更新分包商分项价格表^1，6
查看采购订单⁷		+	+
查看分包合同⁷		+	+
查看分包合同的包含事项/除外事项		+	+
查看合约的变更历史记录

¹要执行此任务，下游协作者应被指定为合约的发票联系人。请参阅将发票联系人添加到合约。

³用户必须拥有项目合约工具的"只读"或"标准"权限。还必须将用户添加到该合约的私密下拉列表中，或者必须被指定为发票联系人。请参阅将发票联系人添加到采购订单或分包合同。

⁴与集成ERP系统同步的合约在取消链接之前无法删除。请参阅删除与QuickBooks® Desktop 同步的合约和删除与Sage 300 CRE 同步的合约。

⁵拥有项目合约工具“管理员”权限的用户可以将合约导出为 PDF 或 DOCX 文件。如果已通过私密下拉列表和“允许这些”被授予访问采购订单或分包合同的权限用户查看 SOV 项复选框已启用，则对项目合约工具具有“标准”或“只读”权限的用户可以将合约导出为 PDF 文件格式。

⁶对合约工具拥有“只读”权限的用户如果也在合约一般标签页下的私密字段中列出，则可以执行这些程序。

⁷拥有“只读”和“标准”权限的用户（并且没有获得表中详述的细分权限）也必须是“私密”列表的成员。

⁸还需要拥有项目变更事件工具的“标准”或“管理员”权限。

⁹项目合约工具的“标准”级别权限并添加到“私密”下拉列表中，并且必须选择“允许标准级别用户创建 PCO”配置。

¹⁰发票必须处于"草稿"或"修改并重新提交"状态，以便具有"标准"级别权限的用户将其删除。

以下列示是项目合约工具的重大更改。

合约

合约

合约变更通知单

分包商发票

配置任务

集成

工作流（BETA）

Procore 支持：内部注释

Tip

Web

Configure Commitment Settings

Create a Contract - Owner

Create a Subcontract - General Contractor

Create a Subcontract - Specialty Contractor

Create a Purchase Order

Create a Purchase Order - Specialty Contractor

Invite a Subcontractor to Create a Subcontractor SOV - General 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

Configure Commitment Settings - Specialty Contractor

Invite a Subcontractor to Create a SSOV - Specialty Contractor

Owner - Invite a Contractor to Create a Contractor SOV

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

Subcontractor - Edit Subcontractor SOV

Specialty Contractor as Client - Create a CCO

Create and Send Subcontractor Invoice Invitations

Invite a Subcontractor to Create a SSOV

Owner - Create a Commitment Change Order

Create a CCO

Specialty Contractor as Client - Configure Commitment Settings

Set Up a Budget

Owner - Create a Contract

Specialty Contractor as Client - Create a Purchase Order

Specialty Contractor as Client - Create a Subcontract

Create a Subcontract

Field Worker - Create a Commitment (Mobile)

Commitment Management

Commitments Configuration

Owner - Set Up a Budget

Owner - Create a Purchase Order

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Commitment (Mobile)

Web

Create a Subcontract - General Contractor

Create a Purchase Order

Invite a Subcontractor to Create a Subcontractor SOV - General Contractor

Mobile

Create a Commitment (Mobile) - Field Worker