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Commitments are the subcontracts and purchase orders issued for the project. Each commitment has a vendor, a schedule of values (SOV), and a workflow for change orders and invoices.

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Commitment Types

  • Subcontract — a contract with a trade subcontractor for labor and materials.
  • Purchase Order (PO) — a one-time or recurring order for materials, equipment, or services.

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Open Commitments

  1. Select the project.
  2. Open Commitments from the sidebar.
  3. The log lists every commitment with vendor, total value, and status.

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Create a Commitment

  1. Select Create Subcontract or Create Purchase Order.
  2. Choose the Vendor from the company directory.
  3. Enter the Title, Description, Effective Date, and Execution Date.
  4. Add SOV line items: cost code, description, quantity, unit cost.
  5. Save the commitment.
If the vendor does not appear in the dropdown, add them through the Company Directory first.

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Schedule of Values (SOV)

The SOV breaks the commitment into billable line items. Each line shows:
  • Original value
  • Approved changes
  • Revised value
  • Billed to date
  • Remaining balance
The vendor invoices against these SOV lines through pay applications.

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Commitment Change Orders

When the scope of a commitment changes:
  1. Open the commitment record.
  2. Select the Change Orders tab.
  3. Create a new Commitment Change Order (CCO) with line item adjustments.
  4. Submit for approval.
Approved CCO values update the SOV and the project’s committed total.