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Procore

(Beta) Approve Client Contracts

 In Beta
This content is for participants in the Project Financials: Modernised Experience for Head Contracts beta program. 
 Limited Release
flag-us.png flag-canada.png  The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To change the status of a client contract for a construction project to 'Approved.'

Background

After the client contract is created, you can follow the steps in Update the Schedule of Values on a Client Contract. Once the line items on the SOV are complete and the agreement between the project HC and your company is finalised, you can place the contract into the Approved status. This action allows your project team to begin creating variations (see Create a Client Contract Variation), HC progress claims (see Create a HC/Client Progress Claim for a Client Contract) and payments issued (see Create a Payment Issued).  

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Client Contracts tool.
  2. Locate the client contract to work with. Then click its Number link. 
  3. Click the Edit Contract button.
  4. Under General Information, choose Approved from the Status drop-down list.
    prime-contract-status-approved.png
  5. Click Save.