To view a client contract in your Procore project.
Once created, users with the required user permissions can view a project's client contracts using the steps below.
If the creator (or any editors) of the client contract chooses to include the information. When viewing this tab in create mode, it contains these cards: General Information, Contract Access, Contract Dates, Inclusions & Exclusions, Schedule of Values, and Attachments. When viewing the tab in edit mode (pictured below), it also contains a 'Contract Summary.' See (Beta) Create Client Contracts and (Beta) Edit Client Contracts.
The Change Orders tab provides an overview of any Client Contract Change Orders, Potential Change Orders, and Change Order Requests associated with the client contract. You can view the status, the amount, and due date for each change order. You can export your client contract or a change order log to the DOCX or PDF file format as well as download individual change orders to the CSV or PDF file format.
The Invoices tab lists all of the GC invoices created on the project in the 'Progress Billings (Payment Applications)' table. This table lets you quickly access the invoice by clicking the Number link. To learn how to create invoices, see Create a GC/Client Invoice.
The Change History tab shows the date and time that various actions were performed. See (Beta) View a Client Contract's Change History.
The Financial Markup tab shows the horizontal and vertical markup settings applied to the line items on the contract's change orders. See Add Financial Markup to Client Contract Change Orders.
The Payments Received tab lists all invoices that have been received. You can also click the Edit button to enter new payments received in the New Payment section. See Create a Payment Received for a GC/Client Invoice with the Client Contracts Tool.
The Advanced Settings tab allows you to configure a variety of settings on the contract. To learn more, see (Beta) Configure a Client Contract's Advanced Settings.