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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

      Owner Invoicing Performance Improvements (05/16/2025)

      Procore has significantly enhanced the performance of creating and loading Owner Invoices, resulting in much faster speeds. The Owner Invoices feature now captures changes in the Change History more efficiently by summarizing line items, which is particularly beneficial for large invoices.

      Auto-Pin Column to Improve Horizontal Scrolling in Prime Contracts Tool (5/12/2025)

      Procore's Prime Contracts tool now automatically pins the Number column on the prime contracts table, similar to freezing columns in a spreadsheet. This keeps essential data visible while you view other details.

      Added a Tax Code Column to CSV Imports for Amount-Based Accounting (05/12/2025)

      Procore has introduced a new 'Tax Code' column to the CSV import functionality for the Prime Contracts tool, enhancing the accuracy and compliance of financial data management. This addition streamlines the import process, reducing manual data entry errors and improving the user experience for construction stakeholders. To learn more, see Import a Prime Contract SOV from a CSV File.

      Enhanced Custom Fields for Change Orders (05/12/2025)

      Procore has updated the Commitments and Prime Contracts tools to display Custom Fields on Potential Change Orders (PCOs). This enhancement allows users to better manage and customize their change order processes. To learn more, see What are custom fields and which Procore tools support them? and What field types are available for Custom Fields in Procore Tools?