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
       

       

      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

      improved navigation for schedule of values (19/04/2024)

      When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates. 

      Head Contract Progress Claim added to Workflows Open Beta (13/03/2024)

      Head Contract Progress Claim has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Progress Claim Workflow.

      Custom Fields now visible in Head Contract List view (05/01/2023) 

      Users can now see custom fields within the head contract list view table. Users can now view, filter, and sort by custom fields in the list view.