About the Client Contracts Tool

Objective 

To learn about the options in the Client Contracts tool. 

Background 

The data table in the Client Contracts tool lists all of the contracts on your project. The features available in this tab also provide you with the ability to:

• Control table row and column configurations. Optimise your tool's workspace by changing the width and height of the table's rows. You can also easily show and hide the columns of your choice, quickly change the column sorting, automatically size one or all columns and pin columns to keep them in place on your page. 
• Apply filters to analyse data. Apply filters to improve your ability to analyse your data. When applying a filter, Procore shows only the line items that meet your criteria and hides the line items that don't. You can then export or print your data with the filters applied. 
• Apply groupings to focus on subpopulations. Group your contracts in meaningful categories. Want to see all the contracts in the 'Draft' status? Or to view all contracts for a specific contractor or vendor? Apply the grouping and change the grouping order to nest the table's data. 
• Streamlined viewing and navigation experience. A clean table layout provides you with the best possible viewing and navigation experience so you don't have to spend your time jumping around to look at data. 

Things to Consider 

• Required User Permissions:
  • 'Read Only' level permissions or higher on the project's Client Contracts tool. 

     Note

    • To perform certain tasks, you may need additional user access permissions.
    • To learn about the required user permissions for each task, see a tutorial link below.

Prerequisites 

• Add the Client Contracts tool to your project. See Add and Remove Project Tools.
• Configure the tool's settings. See Configure Settings: Client Contracts.
• Create one or more contracts to populate the table. See Create Client Contracts.

Example

Features

The table below summarises all of the tasks that you can perform with the features in the project's Client Contracts tool. To create and view reports using data from your project's Client Contracts tool, use the Project level Reports tool. See Create a Custom Project Report. 

	Feature	Description	To learn more…
1	Client Contracts	Lists all of the contracts in your Procore project. You can create one (1) or multiple contracts per project.	Create Client Contracts
2	Export Client Contracts List	Exports a list of all contracts as a Microsoft Word (DOCX) file or a Portable Document Format (PDF) file.	Export a Client Contracts List
3	Create Button	Create new contracts for your project. You can create one (1) or multiple contracts on each Procore project.	Create Client Contracts
4	Search	Click the  magnifying glass to expand the search field. Then enter your keywords and press ENTER or click the  magnifying glass again to initiate your search.	Search for and Apply Filters to the Client Contracts Tool
5	Filters	Apply filter options to your contracts table.	Search for and Apply Filters to the Client Contracts Tool
6	Sorting	Click the BLUE arrow on a column to apply the ascending or descending sort order.	Sort Columns
7	Overflow Menu	Hover your mouse cursor over a column until the More menu appears. Then click it to see your options.	Overflow Menu
8	Grouping	Select one or more columns to group the data in your contracts table.	Group Columns
9	Table Settings	Click the Table Settings button to open a pane on the right side of the table where you can manage row size, column display and more.	Manage Table Settings Row Height Configure Columns
10	Contract Number Hyperlink	Click the contract number hyperlink to open the corresponding client contract.	View Client Contracts
11	HC/Client Hyperlink	Click the HC/client hyperlink to open the corresponding company record in the project's Directory tool.	Edit a Company in the Project Directory
12	Client Contract Status	View the status of a contract inline.	If you have the required user permissions, you can change the status when you Edit a Client Contract.
13	Expand	Click the BLUE arrow on a contract line item to open an expanding drawer that lists any variations associated with your contract. Click the arrow again to close the drawer.	Create a Client Contract Variation
12	View Variations	If your contract has any associated variations, you can click the down arrow to expand the table to show the associated variations.	If you have the required user permissions to the Variations tool, you can also follow the steps in View Variations.
15	Variation Status	View the status of a client contract variation.	If you have the required user permissions to the Variations tool, you can also change status when editing a variation. See Edit a Variation.
16	Grand Totals	View grand totals for all of the currency- and number-formatted columns in your table.	What are the default columns in the Client Contracts tool?

See Also

• Manage Rows & Columns in the Client Contracts Tool
• Search for and Apply Filters to the Client Contracts Tool