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Procore

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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Integrations
       Tip

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      Create a Client Contract - Specialty Contractor
       
      Create Schedule of Values for a Client Contract - Specialty Contractor
       
      Add Financial Markup to a Client Contract - Specialty Contractor
       

       

       

      Create a Record for a Payment Received
      Create a Record for a...

       

      END
      END

       

       

      Configure Settings: Client Contracts
      Configure Settings: Cl...

       

      START
      START

       

      Create Client Contracts
      Create Client Contract...

       

      Edit the Advanced Settings on a Client Contract
      Edit the Advanced Sett...

       

      Add Line Items to the SOV
      Add Line Items to the...

       

      Create the SOV from the Project's Budget
      Create the SOV from th...

       

      Import the SOV from a CSV File
      Import the SOV from a...
      Update the Schedule of Values on a Client Contract
      Update the Schedule of Values on a Client Contract

       

      Email a Client Contract
      Email a Client Contrac...

       

      Create a GC/Client Invoice
      Create a GC/Client Inv...

       

      Email a GC/Client Invoice
      Email a GC/Client Invo...
      Approve a Client Contract
      Approve a Client Contr...

       

      Create a Client Contract Change Order
      Create a Client Contra...
      Change Order
      Change Order
      Invoice
      Invoice
      Create a change order or an invoice?
      Create a change order or an invoice?
      Have you received payment from the GC/Client?
      Have you received payment from the G...

       

      Approve or Reject Client Contract Change Orders
      Approve or Reject Clie...
      LEGEND
      LEGEND
      Project Manager/Specialty Contractor
      Project Manager/Specialty Contractor
      General Contractor/Client
      General Contractor/Client
      Client Contracts 'Admin'
      Client Contracts 'Adm...
      Client Contracts Tool
      Client Contracts Tool
      Change Orders Tool
      Change Orders Tool
      Resend invoice?
      Resend invoice?
      Optional
      Optional

      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 Change Orders 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 Change Orders       icon-mindtouch-table-check.png
      Add a Related Item to a Client Contract Change Order       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 Change Order 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 Change Order Request for a Client Contract       icon-mindtouch-table-check.png
      Create a Client Contract Change Order       icon-mindtouch-table-check.png
      Create a Commitment Change Order from a Client Contract Change Order       icon-mindtouch-table-check.png
      Create a Configurable PDF of a GC/Client Invoice       icon-mindtouch-table-check.png
      Create a GC/Client Invoice       icon-mindtouch-table-check.png
      Create a Payment Received for a Client Contract       icon-mindtouch-table-check.png
      Create a Potential Change Order 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 Change Order       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 Change Order Linked to a Potential Change Order       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 Change Order for a Client Contract       icon-mindtouch-table-check.png
      Email a GC/Client Invoice       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 GC/Client Invoice       icon-mindtouch-table-check.png
      Export a GC/Client Invoice       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 Change Order for a Client Contract       icon-mindtouch-table-check.png
      Remove a Change Order 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 Retainage on a GC/Client Invoice       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 PCO if the 'Allow Standard Level Users to Create PCOs' 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 Prime Contracts tool (also known as the Funding tool or the Client Contracts tool in some accounts). 

      Recent Changes

      Owner Invoices added to Workflows Open Beta (03/13/2024)

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

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

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