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(Beta) Configure a Client Contract's Advanced Settings

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 In Beta
This content is for participants in the Project Financials: Modernised Experience for Head Contracts beta program. 
 Limited Release
flag-us.png  The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To update advanced settings for a client contract using the controls in the Client Contracts tool's Advanced Settings tab.

Background

If you are a user with 'Admin' level permissions on the Client Contracts tool, the steps below show you how to edit advanced settings for the project's client contract. This includes choosing an accounting method for the Schedule of Values (SOV), enabling financial markup, HC/Client progress claim settings, comments settings and payment settings. In addition to these Advanced Settings, additional contract configuration settings are on the tool's Configure Settings page. See Configure Settings: Client Contracts.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Client Contracts tool.
  • Additional Information:

Steps

Edit the Advanced Settings

  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 Advanced Settings button. 
    prime-contract-edit-advanced-settings.png
  4. Choose from these options:

Turn Financial Markup ON and OFF on a Contract

You can turn the Financials Markups tab ON and OFF on an individual client contract. Procore's default setting is ON. To learn how to use this feature, see Add Financial Markup to Client Contract Variations.

prime-contract-enable-financial-markup.png

Under the 'Financial Markup' section, do the following:

  • To turn the Financials Markup tab ON, place a checkmark in the Enable Financials Markup box. 
    OR
  • To turn the Financials Markup tab OFF, remove the checkmark from the Enable Financials Markup box. 

If this is the only setting you want to change, click Save. Otherwise, continue with the next step.

Set Up HC/Client Progress Billings on a Contract

If you are planning to generate progress billings to send to a project's HC or a client for the work your team performs, you use the controls in this section to set up the HC/Client progress claim feature for a client contract. 

  1. Scroll to the 'HC/Client Progress Billings' section. 
  2. Choose to enable or disable the following options:
    gc-client-progress-billings.png
    • Enable HC/Client Progress Billings. To turn the HC/client progress billings feature ON for this contract, place a checkmark in this box. ON is the default setting. To turn this feature OFF, remove the checkmark. 
    • Enable Completed Work Retention. To turn the completed work retention feature on, place a checkmark in this box. ON is the default setting. To turn this feature OFF, remove the checkmark. 
    • Enable Stored Material Retention. To turn the stored material retention feature on, place a checkmark in this box. ON is the default setting. To turn this feature OFF, remove the checkmark. 
    • Level of Detail to Display Variations. This setting determines how Procore displays variations in the 'Detail' tab of the client contract. Your options include:
      • Line items in each Potential Variation (PV). This is the default setting. This setting lists all of the line items for all PVs related to the client contract. 
      • Client Contract Variation (CCV). This selection lists only the CCVs related to the client contract. 
      • Potential Variation (PV). This selection lists only the PVs related to the client contract. 
    • Approve Subcontractor Progress Billings when HC/Client Approves HC/Client Progress Billing. Place a checkmark in this box so that once a head contractor or client approves the HC/Client progress claim, the subcontractor progress claim is also approved. This function is only enabled when you choose to pre-fill your HC/Client progress claims with data from your project's subcontractor progress claims. To learn more about pre-filling progress claims, see Create a HC/Client Progress Claim for a Client Contract.
    • Show Cost Code on PDF. Place a checkmark in this box to show cost codes on the PDF. There is no cost code column in the Configurable PDF tab, but cost codes will show in headers if grouped by cost code.

If these are the only settings you want to change, click Save. Otherwise, continue with the next step. 

Turn Payments Received ON and OFF on a Contract

You can turn the Payments Received tab ON and OFF on an individual client contract. Procore's default setting in ON. To learn how to use this feature, see Add Financial Markup to Client Contract Variations.

  1. Scroll to the 'Payments Received' section. 
  2. Choose from these options:
    • To turn the 'Payments Received' tab ON, place a checkmark in the Enable Payments box. ON is the default setting. 
      ON
    • To turn the 'Payments Received' tab OFF, place a checkmark in the Enable Payments box. 
      payments-received.png

If these are the only settings you want to change, click Save. 

Set the Accounting Method on a Client Contract

Before users start adding line items to a client contract, you can choose the accounting method that you want to use. The accounting method cannot be changed once line items are created. 

  1. Scroll to the 'Schedule of Values' section.
  2. Choose one of these options:
    prime-contracts-schedule-of-values.png
    • Amount Based
      Choose this method to enter a lump sum amount for a line item on a Schedule of Values (SOV). Amount Based is Procore's default setting for contracts.
    • Unit/Quantity Based
      Choose this method when ordering materials in quantity. With this method, users enter a quantity and unit price for the line item on your SOV and Procore automatically calculates the total for the line item for you.

After you select the option that you want to use, click Save.