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Procore Support (en-au)

View the Contract Room in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To access and view the Contract Room in Portfolio Financials.

Background

The Contract Room in Portfolio Financials is a shared portal where vendors can submit variations and progress claims directly to the project team for approval throughout the duration of the project. Upon approval, variations and progress claims automatically update on the project's Cost Tracker for a streamlined cost tracking process.

Things to Consider

  • Required User Permissions:
    • 'Vendor' access to the project or higher.
      Note: Vendors can only view a Contract Room that they have access to.

Video

 
 

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker
    Note: Cost items with a Contract Room are marked with a ribbon  icon.
  2. You will be taken to the Contract Room, where you can access the following tabs:
    • Contract: The Contract Room automatically opens to the Contract tab, which provides a high-level overview of the contract and program of value line items. You can also view documents in the Contract Documents section. 
    • Progress Claims: Click to view and submit progress claims for the job.
      Note: If you are a vendor needing to submit an progress claim, see Submit an Progress Claim for a Portfolio Financials Project.
    • Variations: Click to view and submit variations.
      Note: If you are a vendor needing to submit a variation, see Submit a Variation for a Portfolio Financials Project.
    • Teams: Click to view contacts on the owner team.
    • Messages: Click to view and send messages to the owner team.
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