Head Contracts

The Head Contracts tool in Procore allows you to easily create and manage a contract with an upstream client and keep track of all variations and related items.

 
 
 
 
 
 
 
 
 
 
  • Create a head 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 Head Contract Variation (HCV) process and approval workflow

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Head Contracts
Variations
Configuration Tasks
Owner Progress Claims
Integrations
Head Contracts (BETA)

These tutorials detail modernised experience of the Head Contracts tool.

Workflows (BETA)

These tutorials detail the Beta Version of the Workflows tool. To learn more about this release, see About the Workflows Beta Program. See (Beta) Workflows for more tutorials and FAQ's about the company level Workflows tool.
 Tip

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

Configure Head Contract Variation Tiers - Speciality Contractor
 
Create a Head Contract
 
Create Schedule of Values for a Head Contract
 
Add Financial Markup to a Head Contract
 
Review a Head Contract - Owner
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Head Contract Variation Tiers

 

Configure Head Contract Settings - Specialty Contractor

 

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send RFQs

 

Speciality Contractor as Client - Create a Head Contract

 

Speciality Contractor as Client - Add Financial Markup to a Client Contract

 

Speciality Contractor as Client - Configure Head Contract Order Tiers

 

Speciality Contractor as Client - Create Schedule of Values for a Head Contract

 

Speciality Contractor as Client - Configure Head Contract Settings

 

Configure Variation Tiers for the Head Contract Tool

 

Owner - Set up a Funding Source

 

Owner - Create a Funding Variation

 

Owner - Create Schedule of Values for a Funding Source

 

Owner as Collaborator - Review a Head Contract

 

Owner as Collaborator - Review HCVs

 

Create Head Potential Variations (Prime PVs) (with Change Events)

 

Set Up a Head Contract

 

Owner - Set Up Head Contracts

 

Owner - Create Schedule of Values for a Head Contract

 

Owner - Configure Variation Tiers for the Head Contract Tool

 

Speciality Contractor as Client - Create and Send RFQs

 
Create a Head Contract
 
Create Schedule of Values for a Head Contract
 
Add Financial Markup to a Head Contract
 
Configure Head Contract Variation Tiers
 
Create a Head Contract
 
Create Schedule of Values for a Head Contract
 
Add Financial Markup to a Head Contract
 
Configure Head Contract Variation Tiers
 
Create a Head Contract
 
Create Schedule of Values for a Head Contract
 
Add Financial Markup to a Head Contract
 
Configure Head Contract Change Order Tiers
 
Create a Head Contract
 
Create Schedule of Values for a Head Contract
 
Add Financial Markup to a Head Contract
 
Create a Head Contract
 
Create Schedule of Values for a Head Contract
 
Add Financial Markup to a Head Contract
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Head Potential Variations (Prime PVs) (with Change Events)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Head Contract
 
Create Schedule of Values for a Head Contract
 
Add Financial Markup to a Head Contract
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Head Potential Variations (Prime PVs) (with Change Events)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Head Contract
 
Create Schedule of Values for a Head Contract
 
Add Financial Markup to a Head Contract
 
Create a Head Contract
 
Create Schedule of Values for a Head Contract
 
Add Financial Markup to a Head Contract
 
Configure Head Contract Variation Tiers - Speciality Contractor
 
Create a Head Contract
 
Create Schedule of Values for a Head Contract
 
Add Financial Markup to a Head Contract
 
Review a Head Contract - Owner
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Head Contract Variation Tiers

 

Configure Head Contract Settings - Specialty Contractor

 

Create an Owner Progress Claim

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send RFQs

 

Speciality Contractor as Client - Create a Head Contract

 

Speciality Contractor as Client - Add Financial Markup to a Client Contract

 

Speciality Contractor as Client - Configure Head Contract Order Tiers

 

Speciality Contractor as Client - Create Schedule of Values for a Head Contract

 

Speciality Contractor as Client - Configure Head Contract Settings

 

Configure Variation Tiers for the Head Contract Tool

 

Owner - Set up a Funding Source

 

Owner - Create a Funding Variation

 

Owner - Create Schedule of Values for a Funding Source

 

Owner as Collaborator - Review a Head Contract

 

Owner as Collaborator - Review HCVs

 

Create Head Potential Variations (Prime PVs) (with Change Events)

 

Set Up a Head Contract

 

Owner - Set Up Head Contracts

 

Owner - Create Schedule of Values for a Head Contract

 

Owner - Configure Variation Tiers for the Head Contract Tool

 

Speciality Contractor as Client - Create and Send RFQs

 

Head Contract

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 Financial Markup to Head Contract Variations       icon-mindtouch-table-check.png
Add a Related Item to a Head Contract Variation       icon-mindtouch-table-check.png
Approve a Head Contract       icon-mindtouch-table-check.png
Configure Advanced Settings: Head Contract       icon-mindtouch-table-check.png
Create Variation Request       icon-mindtouch-table-check.png
Create Payment Received for a Head Contract       icon-mindtouch-table-check.png
Create Owner Progress Claims        icon-mindtouch-table-check.png
Create a Head Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Potential Variation for a Head Contract 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Head Contract Variation       icon-mindtouch-table-check.png
Create Schedule of Values (SOV) from the Budget       icon-mindtouch-table-check.png
Delete a Head 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 for a Head Contract       icon-mindtouch-table-check.png
Edit a Head Contract 2   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings on a Head Contract       icon-mindtouch-table-check.png
Email Owner Progress Claims        icon-mindtouch-table-check.png
Email a Potential Variation for a Head Contract       icon-mindtouch-table-check.png
Email Head Contract       icon-mindtouch-table-check.png
Enable Financial Markup on a Head Contract       icon-mindtouch-table-check.png
Export Head Contract Progress Claim       icon-mindtouch-table-check.png
Export a Head Contract 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Head Contract Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Head Contract CSV       icon-mindtouch-table-check.png
Remove a Variation from a Head Contract       icon-mindtouch-table-check.png
Delete a Head Contract Variation       icon-mindtouch-table-check.png
Search for and Add Filters to Head Contracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Up a Head Contract       icon-mindtouch-table-check.png
View Head Contract 2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Head 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: Head Contract.

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

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.