Funding

The Funding 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 funding 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 Funding Contract Change Order (FCO) process and approval workflow.

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Funding

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

Task	Read Only	Standard
Add a Related Item to a Funding Variation
Add Filters to the Variations Tab on a Funding
Add Financial Markup to Funding Variations
Add Line Items to a Schedule of Values on a Funding
Approve a Funding
Configure Settings: Funding
Configure the Number of Variation Tiers for the Funding Tool
Create a Variation Request for a Funding
Create a Commitment Variation from a Funding Variation
Create a Configurable PDF of a Funding Progress Claim
Create a Funding Variation
Create a Funding Progress Claim
Create a Payment Received
Create a Potential Variation for a Funding ¹
Create a Potential Variation with DocuSign®
Create a Schedule of Values on a Funding using the Project's Budget
Create Fundings	+	+
Delete a Funding	+	+
Delete a Funding Variation
Edit a Commitment Variation Linked to a Potential Variation for a Funding
Edit a Funding	+	+
Edit the Advanced Settings on a Funding
Edit an Owner Progress Claim's Configurable PDF View
Email a Funding
Email a Funding Progress Claim
Email a Potential Variation for a Funding
Enable Financial Markup on a Funding
Export a Configurable PDF of an Owner Progress Claim
Export a Funding ³
Export a Funding Progress Claim
Export a Funding List
Import a Funding Schedule of Values from a CSV File
Manage Rows & Columns in the Funding Tool
Remove a Potential Variation or Variation Request
Remove a Variation from a Funding
Search for and Apply Filters to the Funding Tool
Set or Release Retention on a Funding Progress Claim
Update the Schedule of Values on a Funding
View Fundings ²
View the Change History of a Funding

¹ Users with 'Standard' level permissions can only create a Funding Variation (FV) if the 'Allow Standard Level Users to Create FCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Settings: Funding.

² Users with 'Read Only' and 'Standard' level permissions can only view a funding that is private if they have been added to the 'Private' drop-down list on the funding.

³ 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.

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.

Funding

Variations

Configuration Tasks

Progress Claiming

Integrations

Funding (BETA)

Tip

Set up a Funding Source - Owner

Create Schedule of Values for a Funding Source - Owner

Funding

Recent Changes

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

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

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