Client Contracts - FAQ
At what tier can an upstream collaborator approve a change order?
Can I create a change order for a contract or funding before a downstream collaborator responds to an RFQ for a change event?
Can I customize the numbering system for financial objects in Procore?
Can I import a CSV into a Project Financials tool's schedule of values if it has blank values?
How can I troubleshoot an issue with the Procore Web Application?
How can I use tax codes on a Procore project?
How do I adjust my budget view when the Client Contracts, Funding, or Prime Contracts tool is disabled in my company's Procore account?
How do I change my web browser's default email client for mailto links?
How does Procore automatically complete amounts on an upstream invoice? (Legacy)
How does Procore calculate an invoice's 'Current Payment Due' amount?
What are "related items" in Procore?
What are Procore's default change types and change reasons?
What are Procore's default cost codes?
What are Procore's default cost types?
What are custom sections and which Procore tools support them?
What are the DocuSign® fields and can I customize them?
What are the default statuses for Procore invoices?
What are the default statuses for change orders in Procore?
What are the different change order tier settings in Project Financials?
What are the different types of invoices in Procore?
What are the requirements for importing SOV Line Items from CSV?
What granular permissions are available for the project's Client Contracts tool?
What is a budget code in Procore's WBS?
What is an upstream collaborator?
What is the 'Enable Always Editable Schedule of Values' setting?
What is the difference between a distribution group and distribution list in Procore?
What is the difference between horizontal and vertical financial markup?
What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
Which Microsoft Excel file versions can be attached to items in Procore?
Which Procore project tools support the DocuSign® integration?
Which Procore tools support Work Breakdown Structure?
Which Procore tools support granular permissions?
Which units of measure are included on Procore's master list?
Why can't I create a change order?
Why can't I edit or delete an 'Approved' change order?