Client Contracts

The Client Contracts tool in Procore allows you to easily create and manage a contract with an upstream client, and keep track of all change orders and related items.

Create a client contract that includes a comprehensive schedule of values and manage contract access permissions
Import a schedule of values from CSV or add line items manually by cost code
Email completed contracts to key stakeholders and change the contract status when approved
Manage the Client Contract Change Order (CCCO) process and approval workflow

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Create a Client Contract - Specialty Contractor

Create Schedule of Values for a Client Contract - Speciality Contractor

Add Financial Markup to a Client Contract - Specialty Contractor

Client Contracts

The following table highlights which user permissions are required to perform the described user action.

Task	Read Only	Standard
Add Filters to the Variations Tab on a Client Contract
Add Financial Markup to Client Contract Variations
Add a Related Item to a Client Contract Variation
Add Line Items to a Schedule of Values on a Client Contract
Approve a Client Contract
Configure Settings: Client Contracts
Configure the Number of Client Contract Variation Tiers
Create Client Contracts	+	+
Create a Variation Request for a Client Contract
Create a Client Contract Variation
Create a Commitment Variation from a Client Contract Variation
Create a Configurable PDF of a HC/Client Progress Claim
Create a HC/Client Progress Claim
Create a Payment Received for a Client Contract
Create a Potential Variation for a Client Contract ¹
Create a Schedule of Values on a Client Contract Using the Project's Budget
Delete a Client Contract	+	+
Delete a Client Contract Variation
Edit a Client Contract	+	+
Edit a Commitment Variation Linked to a Potential Variation
Edit the Advanced Settings on a Client Contract
Email a Client Contract
Email a Potential Variation for a Client Contract
Email a HC/Client Progress Claim
Enable Financial Markup on a Client Contract
Export a Client Contract ²
Export a Client Contracts List
Export a Configurable PDF of a HC/Client Progress Claim
Export a HC/Client Progress Claim
Import a Client Contract Schedule of Values from a CSV File
Manage Rows & Columns in the Client Contracts Tool
Record Changes to Production Quantities on a Potential Variation for a Client Contract
Remove a Variation from a Client Contract
Search for and Apply Filters to the Client Contracts Tool
Set or Release Retention on a HC/Client Progress Claim
Update the Schedule of Values on a Client Contract
View Client Contracts ³
View the Change History of a Client Contract

¹ Users with 'Standard' level permissions can only create a PV if the 'Allow Standard Level Users to Create PVs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Client Contract.

² Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.

3 Users with 'Read Only' and 'Standard' level permissions can only view a client contract that is private if they have been added to the 'Private' drop-down list on the client contract.

Below are the notable changes to the project's Head Contracts tool (also known as the Funding tool or the Client Contracts tool in some accounts).

Recent Changes

improved navigation for schedule of values (19/04/2024)

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates.

Head Contract Progress Claim added to Workflows Open Beta (13/03/2024)

Head Contract Progress Claim has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Progress Claim Workflow.

Custom Fields now visible in Head Contract List view (05/01/2023)

Users can now see custom fields within the head contract list view table. Users can now view, filter, and sort by custom fields in the list view.

Limited Release

Client Contracts

Variations

Configuration Tasks

Progress Billings

Integrations

Client Contracts (BETA)

Tip

Create a Client Contract - Specialty Contractor

Create Schedule of Values for a Client Contract - Speciality Contractor

Add Financial Markup to a Client Contract - Specialty Contractor

Client Contracts

Recent Changes

improved navigation for schedule of values (19/04/2024)

Head Contract Progress Claim added to Workflows Open Beta (13/03/2024)

Custom Fields now visible in Head Contract List view (05/01/2023)