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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

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

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

 

diagram_client-contracts_tool-overview.png

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

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

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. 

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.