Client Contracts

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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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

Client Contracts

The following table highlights which user permissions are required to perform the described user action.

Task	Read Only	Standard
Add Filters to the Change Orders Tab on a Client Contract
Add Financial Markup to Client Contract Change Orders
Add a Related Item to a Client Contract Change Order
Add Line Items to a Schedule of Values on a Client Contract
Approve a Client Contract
Configure Settings: Client Contracts
Configure the Number of Client Contract Change Order Tiers
Create Client Contracts	+	+
Create a Change Order Request for a Client Contract
Create a Client Contract Change Order
Create a Commitment Change Order from a Client Contract Change Order
Create a Configurable PDF of a GC/Client Invoice
Create a GC/Client Invoice
Create a Payment Received for a Client Contract
Create a Potential Change Order for a Client Contract ¹
Create a Schedule of Values on a Client Contract Using the Project's Budget
Delete a Client Contract	+	+
Delete a Client Contract Change Order
Edit a Client Contract	+	+
Edit a Commitment Change Order Linked to a Potential Change Order
Edit the Advanced Settings on a Client Contract
Email a Client Contract
Email a Potential Change Order for a Client Contract
Email a GC/Client Invoice
Enable Financial Markup on a Client Contract
Export a Client Contract ²
Export a Client Contracts List
Export a Configurable PDF of a GC/Client Invoice
Export a GC/Client Invoice
Import a Client Contract Schedule of Values from a CSV File
Manage Rows & Columns in the Client Contracts Tool
Record Changes to Production Quantities on a Potential Change Order for a Client Contract
Remove a Change Order from a Client Contract
Search for and Apply Filters to the Client Contracts Tool
Set or Release Retainage on a GC/Client Invoice
Update the Schedule of Values on a Client Contract
View Client Contracts ³
View the Change History of a Client Contract

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.

Limited Release

Client Contracts

Change Orders

Configuration Tasks

Progress Billings

Integrations

Client Contracts (BETA)

Tip

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

Client Contracts

Recent Changes

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

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

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