Client Contracts

 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?

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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Client Contracts
Variations
Configuration Tasks
Progress Billings
Integrations
Client Contracts (BETA)

These tutorials detail the Beta Version of the Client Contracts tool. To learn more about this release, see Project Financials: (Beta) Modernised Experience for Client Contracts.
 Tip

To browse and search all Procore training videos, visit our video library.

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

 

diagram_client-contracts_tool-overview.png

Client Contracts

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add Filters to the Variations Tab on a Client Contract   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Financial Markup to Client Contract Variations       icon-mindtouch-table-check.png
Add a Related Item to a Client Contract Variation       icon-mindtouch-table-check.png
Add Line Items to a Schedule of Values on a Client Contract       icon-mindtouch-table-check.png
Approve a Client Contract       icon-mindtouch-table-check.png
Configure Settings: Client Contracts       icon-mindtouch-table-check.png
Configure the Number of Client Contract Variation Tiers       icon-mindtouch-table-check.png
Create Client Contracts   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Variation Request for a Client Contract       icon-mindtouch-table-check.png
Create a Client Contract Variation       icon-mindtouch-table-check.png
Create a Commitment Variation from a Client Contract Variation       icon-mindtouch-table-check.png
Create a Configurable PDF of a HC/Client Progress Claim       icon-mindtouch-table-check.png
Create a HC/Client Progress Claim       icon-mindtouch-table-check.png
Create a Payment Received for a Client Contract       icon-mindtouch-table-check.png
Create a Potential Variation for a Client Contract 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Schedule of Values on a Client Contract Using the Project's Budget       icon-mindtouch-table-check.png
Delete a Client Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Client Contract Variation       icon-mindtouch-table-check.png
Edit a Client Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Variation Linked to a Potential Variation       icon-mindtouch-table-check.png
Edit the Advanced Settings on a Client Contract       icon-mindtouch-table-check.png
Email a Client Contract       icon-mindtouch-table-check.png
Email a Potential Variation for a Client Contract       icon-mindtouch-table-check.png
Email a HC/Client Progress Claim       icon-mindtouch-table-check.png
Enable Financial Markup on a Client Contract       icon-mindtouch-table-check.png
Export a Client Contract 2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Client Contracts List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Configurable PDF of a HC/Client Progress Claim       icon-mindtouch-table-check.png
Export a HC/Client Progress Claim       icon-mindtouch-table-check.png
Import a Client Contract Schedule of Values from a CSV File       icon-mindtouch-table-check.png
Manage Rows & Columns in the Client Contracts Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Record Changes to Production Quantities on a Potential Variation for a Client Contract       icon-mindtouch-table-check.png
Remove a Variation from a Client Contract       icon-mindtouch-table-check.png
Search for and Apply Filters to the Client Contracts Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set or Release Retention on a HC/Client Progress Claim       icon-mindtouch-table-check.png
Update the Schedule of Values on a Client Contract       icon-mindtouch-table-check.png
View Client Contracts 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Client Contract       icon-mindtouch-table-check.png

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

Owner Invoicing Performance Improvements (16/05/2025)

Procore has significantly enhanced the performance of creating and loading Owner Progress Claims, resulting in much faster speeds. The Owner Progress Claims feature now captures changes in the Change History more efficiently by summarizing line items, which is particularly beneficial for large progress claims.

Auto-Pin Column to Improve Horizontal Scrolling in Head Contracts Tool (12/5/2025)

Procore's Head Contracts tool now automatically pins the Number column on the head contracts table, similar to freezing columns in a spreadsheet. This keeps essential data visible while you view other details.

Added a Tax Code Column to CSV Imports for Amount-Based Accounting (12/05/2025)

Procore has introduced a new 'Tax Code' column to the CSV import functionality for the Head Contracts tool, enhancing the accuracy and compliance of financial data management. This addition streamlines the import process, reducing manual data entry errors and improving the user experience for construction stakeholders. To learn more, see Import a Head Contract SOV from a CSV File.

Enhanced Custom Fields for Change Orders (12/05/2025)

Procore has updated the Commitments and Head Contracts tools to display Custom Fields on Potential Change Orders (PCOs). This enhancement allows users to better manage and customise their change order processes. To learn more, see What are custom fields and which Procore tools support them? and What field types are available for Custom Fields in Procore Tools?