Limited ReleaseThe 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?
To edit a project's client contract.
You can edit a client contract at any time before you place it into the 'Approved' status.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Client Contracts tool.
- Additional Information:
- Some fields cannot be edited when items are in the 'Approved' status. For example, you cannot edit a Schedule of Values (SOV) on a HC/Client progress claim or Client Contract Variation (CCV) when it is in the 'Approved' status.
Edit a Client Contract
- Navigate to the project's Client Contracts tool.
- Locate the client contract to work with. Then, click its Number link.
- Click Edit.
- In the General tab, under General Information, modify the following information as needed:
Notes: There are no required fields when creating a new contract. If you click Create without completing any data entry, the system saves the client contract with your name listed as the creator and places it in the Draft status by default.
- Sign with DocuSign©
If you are using the Procore + DocuSign© integration (see DocuSign©), a checkmark appears by default. Clear the checkmark from the box if the client contract does NOT require a DocuSign© signature.
- client contract #
Accept the default client contract number, enter a new number for the client contract or create a custom numbering scheme to use.
- If you plan to create multiple client contracts, Procore increments this number for you by default. For example; 1, 2, 3 and so on.
- To use a custom numbering scheme, you can enter a set of alphanumeric characters (for example, F-1 or F-01 or F-001) and Procore increments the number on new client contracts.
Enter a descriptive name for the client contract.
Select the project owner/client from the drop-down list.
Select the lead architect for the project from the drop-down list.
Enter the company name of the contractor managing the construction project. If you are setting up the client contract, this will typically be your company's name.
Select the current status for the client contract. Options include Draft, Out for Tender, Out for Signature, Approved, Complete or Terminated.
Note: To create variations and progress claims, a client contract's status must be set to Approved or Complete.
Place a mark in this check box if the client contract has been fully executed.
- Make this Visible Only to Administrators and the Following Users
Place a mark in this check box to limit visibility to users with 'Admin' permission and any users designated in the 'Allow These Users to See SOV Items' checkbox.
- Allow These Users to See SOV Items
Place a mark in this check box. Then select the names of any users who have been granted 'Standard' or 'Read Only' permissions on the client contract tool from the 'Select a Person' drop-down list.
- Default Retention. Specify a default percentage that will automatically be applied to all line item costs for retention purposes. For example, enter: 10%
Enter a descriptive summary to provide more detail about the client contract.
Attach any relevant files to the client contract. For example, an electronic copy of the signed client contract.
- Sign with DocuSign©
- Under client contract Dates, do the following:
NoteA user with 'Admin' permission on the client contract tool can configure the tool to show or hide the fields marked with an asterisk (*) below. See Configure Settings: client contract.
- Date Created
Shows the date the client contract was created. This cannot be modified.
- Start Date
Specify the project's official start date.
- Estimated Completion Date
Specify the estimated date for project completion.
- Substantial Completion Date*
Select the date from the calendar control. The substantial completion date refers to the date that work is considered sufficiently complete to satisfy legal requirements. It also indicates the date that the tenant can assume occupancy of all or part of a project and you are entitled to receive client contract balance payment (less retention) until final completion.
NoteIf enabled, the substantial completion date will be updated to each client contract Variation's (FCOs) Revised Substantial Completion Date once each FV has a status of Approved.
- Actual Completion Date
Select the date from the calendar control. This represents that final payments have been processed and the client contract is considered closed.
- client contract Date*
Select the date from the calendar control. This represents the effective date of the client contract agreement. This is the date the client contract goes into force.
- Signed client contract Received Date
Select the date from the calendar control. This represents the date that the executed client contract was received.
- Execution Date*
Select the date from the calendar control. This represents the date the agreement was signed by all parties.
- Issued On Date*
Select the date from the calendar control. This date represents the date the agreement was issued to both parties.
- Returned Date
Select the date from the calendar control.
- Letter of Intent Date
Select the date from the calendar control. A letter of intent date is the date the Letter of Intent (LOI) document outlining the agreement between parties is received before the client contract is finalised.
- Approval Letter Date*
Select the date from the calendar control. A letter of approval date is the date that compliance with the fees, statements and disclosures stated in the Letter of Approval (LOA) date that the client contract was signed into the record.
- client contract Termination Date
Select the date from the calendar control. A client contract termination date is a date outlined in the client contract where all parties have met all the obligations and terms.
- Date Created
- Under Additional Information, do the following:
- Inclusions. Specify any agreed-upon inclusions in the client contract.
- Exclusions. Specify any agreed-upon exclusions in the client contract.
- Click Save.
Add, Delete and Rearrange SOV Line Items
- Navigate to the client contract tool.
- Click the Schedule of Values tab.
- Click the vertical ellipsis (⋮). Then choose from the following menu options:
- Add Above
Select this option to add a line item above the current line item.
- Add Below
Select this option to add a line item below the current line item.
Select this option to delete the current line item.
TipTo rearrange line items in the list, you can type over the numbers in the # column. This lets you specify the list order of each item on the SOV.
- Add Above
- Click Save.