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Procore

(Beta) Approve Client Contracts

 In Beta
This content is for participants in the Project Financials: Modernized Experience for Prime Contracts beta program. 
 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?

Objective

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

Background

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 invoices (see Create a GC/Client Invoice for a Client Contract), and payments issued (see Add a New Payment to the Payments Issued Tab of a Commitment).  

Things to Consider

Prerequisites

Steps

  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 Contract button.
  4. Under General Information, choose Approved from the Status drop-down list.
    prime-contract-status-approved.png
  5. Click Save.