| Awarding the winning quote | Bidding and Commitments are both first-class tools, and awarding a bid into a commitment is a documented flow. Which of them you have depends on the products in your contract. | Workflow. One click on the winning quote. It becomes a live procurement commitment at PO stage, and every line item from that quote is stamped as awarded in your price history — separating what actually won from what was merely quoted, which is what the market benchmark and Bid vs Actual read. Restricted to users with procurement permission. |
| Purchase orders | Yes — purchase orders and subcontracts are the core of the Commitments tool, with change orders and invoices hanging off them. | Workflow. Issued in the platform: auto-numbered per project, line items with GL codes, plus tax and payment terms — saved as a draft or issued with a branded PDF. Draft → Issued → Delivered → Invoiced → Paid → Closed, and every status change is written to an append-only, timestamped per-PO audit log. |
| Change order tracking | Yes — a mature change-order module with configurable tiers and approval routing, tied to commitments and the budget. | Both. Change Order Review (AI) reads the CO against the original contract and returns a verdict, a recommended amount, manipulation flags and clause references — that part is analysis. The CO then lands in a register at Submitted, where you approve or reject it: approving prompts you to map it to a budget line — you can code it later — rolls the value into the current contract value, and re-runs schedule risk when the CO carries days. A signed T&M ticket can be pushed straight into a CO, pre-filled. |
| Invoice & quote verification | Invoice management and owner / subcontractor billing are mature. Automated document-to-document comparison sits in the newer Agents layer — what you get varies by contract. | Analysis, not workflow. Three engines — PO vs Quote, PO vs Invoice, Quote vs Invoice — surface unit-price walk-ups, quantity mismatches, unauthorized line items, changed terms and freight that never appeared on the PO, and close with a suggested redline, a payment recommendation or a dispute-ready summary depending on the pair. They compare documents; they do not issue or route anything. Issuing the PO is the separate step above. |
| Vendor compliance — COIs, bonds, prequal | Yes — insurance tracking against the vendor directory and commitments, plus a prequalification product. Both are documented; both depend on your bundle. | Both. Drop the certificate PDF and the coverage fields extract themselves — GL, auto, workers’ comp, umbrella, professional, pollution — including CG 20 10 additional insured, CG 20 37 completed operations and CG 24 04 waiver of subrogation. The tracker flags expiring and lapsed certificates in-app against a per-record alert window. Bonds carry surety, A.M. Best rating, amount and expiry. Prequalification scores insurance, bonding, safety EMR and licensing from the records already on file, then a reviewer sets approved, conditional or rejected. |
| Procurement & payment approval | Commitments and invoices route through Procore’s configurable workflow engine — granular and capable, and configured during implementation. | Workflow. Every committed item runs seven stages — bid, PO, submittal, fabrication, shipped, on site, installed — with delivery receipts recorded against the ordered quantity. Turn on payment approval and set your own threshold: above it, a payment cannot be marked paid until a different teammate holding the approve-payments permission signs off. Requester, approver, timestamps and any rejection reason stay on the record. |
| Lien waivers & retainage | Lien waiver tracking is part of invoice management, with retainage handled on commitments and billings. | Workflow. Requested → received → verified → rejected, each waiver tied to the pay app or PO it covers, with notary detail, through-date and exceptions. The server refuses to release held retainage to a subcontractor while any of their waivers is still unverified — overriding it takes a written reason, stored with the user and the timestamp. |
| Budget commitments | Yes — budget, committed cost and forecasting are a core strength of Financial Management. | Workflow. A cost-coded budget where every line carries Budget, Committed, Actual, Forecast (EAC) and Variance. Approved T&M tickets carry a cost code and roll onto the matching line — refresh on demand, or let the nightly job do it. Purchase orders carry a cost code per line, and PO commitments roll onto the matching budget line — refresh on demand, or let the nightly job do it. |