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Adjust Project-level Compliance Requirements

Modified: 18 Sep 2026 Trimble Pay Project Documents Help

General contractors can adjust any compliance requirement in the system.

Note: For projects using the Vista SL Compliance integration, requirement definitions must be updated in Vista. Editing options for these integrated requirements are restricted within Trimble Pay by design.
Possible use cases for making adjustments to requirements:
  • The compliance requirement rules have changed or were set up incorrectly.
  • You need your subcontractor to get an invoice submitted, but their compliance document is not on file.
  • The subcontractor entered an incorrect date when they uploaded their document.
  1. From your Dashboard, select the project.
  2. Among the tabs at the top of the screen, select Compliance.
    The list of existing compliance documents appears.
  3. On the right-hand side of the compliance requirement row, select the pencil icon.
  4. Make the needed changes to the requirement.
  5. Select Update.
    The Update requirement window closes.
The updated compliance requirement is updated per your changes.
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