Head Contracts - FAQ
(Beta) What granular permissions are available for Project level Workflows?
Are there any system limitations when projects have multiple head contracts?
At what tier can an upstream collaborator approve a variation?
Can I create a list of overdue Head Contract Variations (HCVs)?
Can I create a variation for a contract or funding before a downstream collaborator responds to an RFQ for a change event?
How can I use tax codes on a Procore project?
How do I adjust my budget view when the Client Contracts, Funding or Head Contracts tool is disabled in my company's Procore account?
How do I change my web browser's default email client for mailto links?
How do I set the accounting method for a contract or funding?
How does Procore automatically complete amounts on an owner progress claim? (Beta)
How does Procore automatically complete amounts on an upstream progress claim? (Legacy)
How does Procore calculate a progress claim's 'Current Payment Due' amount?
What are Procore's default change types and change reasons?
What are Procore's default cost codes?
What are Procore's default cost types?
What are custom fields and which Procore tools support them?
What are custom sections and which Procore tools support them?
What are multi-tiered locations?
What are the DocuSign® fields and can I customise them?
What are the default columns in the Head Contracts tool?
What are the default statuses for Procore progress claims?
What are the default statuses for variations in Procore?
What are the different types of progress claims in Procore?
What are the different variation tier settings in Project Financials?
What are the requirements for importing SOV Line Items from CSV?
What granular permissions are available for the project's Head Contracts tool?
What happens when 'Restrict Non-draft edits to Contracts and Variations' and 'Enable Always Editable Schedule of Values' are both enabled?
What is a budget code in Procore's WBS?
What is an upstream collaborator?
What is the 'Enable Always Editable Bill of Quantities' setting?
What is the difference between a distribution group and distribution list in Procore?
What is the difference between horizontal and vertical financial markup?
What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
Which Microsoft Excel file versions can be attached to items in Procore?
Which Procore project tools support the DocuSign® integration?
Which Procore tools support Work Breakdown Structure?
Which Procore tools support granular permissions?
Which fields in the Head Contracts tool can be configured as required, optional or hidden?
Which head contract and HCV fields are synced with Procore and Viewpoint Spectrum?
Which units of measure are included on Procore's master list?
Why can I access the Head Contracts tool if I can't view the head contract?
Why can't I create a variation?
Why can't I edit or delete an 'Approved' variation?