(Beta) Configure a Client Contract's Advanced Settings

Edit the Advanced Settings

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 Advanced Settings button. 
   
4. Choose from these options:
   • Turn Financial Markup ON and OFF on a Contract
   • Set Up GC/Client Progress Billings for a Contract
   • Turn Payments Received ON and OFF on a Contract
   • Set the Accounting Method on a Contract

Turn Financial Markup ON and OFF on a Contract

You can turn the Financials Markups tab ON and OFF on an individual client contract. Procore's default setting is ON. To learn how to use this feature, see Add Financial Markup to Client Contract Change Orders.

Under the 'Financial Markup' section, do the following:

• To turn the Financials Markup tab ON, place a checkmark in the Enable Financials Markup box. 
  OR
• To turn the Financials Markup tab OFF, remove the checkmark from the Enable Financials Markup box. 

If this is the only setting you want to change, click Save. Otherwise, continue with the next step.

Set Up GC/Client Progress Billings on a Contract

If you are planning to generate progress billings to send to a project's GC or a client for the work your team performs, you use the controls in this section to set up the GC/Client invoice feature for a client contract. 

1. Scroll to the 'GC/Client Progress Billings' section. 
2. Choose to enable or disable the following options:
   
   • Enable GC/Client Progress Billings. To turn the GC/client progress billings feature ON for this contract, place a checkmark in this box. ON is the default setting. To turn this feature OFF, remove the checkmark. 
   • Enable Completed Work Retainage. To turn the completed work retainage feature on, place a checkmark in this box. ON is the default setting. To turn this feature OFF, remove the checkmark. 
   • Enable Stored Material Retainage. To turn the stored material retainage feature on, place a checkmark in this box. ON is the default setting. To turn this feature OFF, remove the checkmark. 
   • Level of Detail to Display Change Orders. This setting determines how Procore displays change orders in the 'Detail' tab of the client contract. Your options include:
     • Line items in each Potential Change Order (PCO). This is the default setting. This setting lists all of the line items for all  PCOs related to the client contract. 
     • Client Contract Change Order (CCCO). This selection lists only the CCCOs related to the client contract. 
     • Potential Change Order (PCO). This selection lists only the PCOs related to the client contract. 
   • Approve Subcontractor Progress Billings when GC/Client Approves GC/Client Progress Billing. Place a checkmark in this box so that once a general contractor or client approves the GC/Client invoice, the subcontractor invoice is also approved. This function is only enabled when you choose to pre-fill your GC/Client invoices with data from your project's subcontractor invoices. To learn more about pre-filling invoices, see Create a GC/Client Invoice for a Client Contract.
   • Show Cost Code on PDF. Place a checkmark in this box to show cost codes on the PDF. There is no cost code column in the Configurable PDF tab, but cost codes will show in headers if grouped by cost code.

If these are the only settings you want to change, click Save. Otherwise, continue with the next step. 

Turn Payments Received ON and OFF on a Contract

You can turn the Payments Received tab ON and OFF on an individual client contract. Procore's default setting in ON. To learn how to use this feature, see Add Financial Markup to Client Contract Change Orders.

1. Scroll to the 'Payments Received' section. 
2. Choose from these options:
   • To turn the 'Payments Received' tab ON, place a checkmark in the Enable Payments box. ON is the default setting. 
     ON
   • To turn the 'Payments Received' tab OFF, place a checkmark in the Enable Payments box. 
     

If these are the only settings you want to change, click Save. 

Set the Accounting Method on a Client Contract

Before users start adding line items to a client contract, you can choose the accounting method that you want to use. The accounting method cannot be changed once line items are created. 

1. Scroll to the 'Schedule of Values' section.
2. Choose one of these options:
   
   • Amount Based
     Choose this method to enter a lump sum amount for a line item on a Schedule of Values (SOV). Amount Based is Procore's default setting for contracts.
   • Unit/Quantity Based
     Choose this method when ordering materials in quantity. With this method, users enter a quantity and unit price for the line item on your SOV and Procore automatically calculates the total for the line item for you.

After you select the option that you want to use, click Save.