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Approve a Client Contract

 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?


To change the status of a client contract for a construction project to 'Approved.'


After the client contract is created, you can follow the steps in Update the Schedule of Values on a Client Contract. Once the line items on the SOV are complete and the agreement between the project GC and your company is finalized, you can place the contract into the Approved status. This action allows your project team to begin creating change orders (see Create a Client Contract Change Order), GC/Client invoices (see Create an GC/Client Invoice), and payments issued (see Add a New Payment to the Payments Issued Tab of the Progress Billings Tool).  

Things to Consider



  1. Navigate to the project's Client Contracts tool.
  2. Locate the client contract to work with. Then click its Number link. 
  3. Click the Edit button.
  4. Under General Information, choose Approved from the Status drop-down list.

  5. Click Save or Save and Email.