Edit a Client Contract

Edit a Client Contract

1. Navigate to the project's Client Contracts tool.
2. Locate the client contract to work with. Then, click its Number link. 
3. Click Edit. 
4. In the General tab, under General Information, modify the following information as needed:
   Notes: There are no required fields when creating a new contract. If you click Create without completing any data entry, the system saves the client contract with your name listed as the creator and places it in the Draft status by default.
   • Sign with DocuSign^©
     If you are using the Procore + DocuSign^© integration (see DocuSign^©), a checkmark appears by default. Clear the checkmark from the box if the client contract does NOT require a DocuSign^© signature. 

      Tip

     How do you collect signatures with DocuSign? After the data entry for the item is complete, Procore recommends changing the item's status to 'Out for Signature' before clicking the Complete with DocuSign button to launch the DocuSign® application. If you have not previously signed in, you will be prompted to Log In to DocuSign®. Once you are signed in, you can prepare the DocuSign® envelope for signatures. After the signature process is complete, Procore automatically changes the status of the item to 'Approved' and marks the item as 'Executed'. To learn more, see DocuSign®.
   • client contract #
     Accept the default client contract number, enter a new number for the client contract, or create a custom numbering scheme to use.

      Notes

     • If you plan to create multiple client contracts, Procore increments this number for you by default. For example; 1, 2, 3, and so on. 
     • To use a custom numbering scheme, you can enter a set of alphanumeric characters (for example, F-1 or F-01 or F-001), and Procore increments the number on new client contracts.
   • Title
     Enter a descriptive name for the client contract.
   • Owner/Client
     Select the project owner/client from the drop-down list.
   • Architect/Engineer
     Select the lead architect for the project from the drop-down list.
   • Contractor
     Enter the company name of the contractor managing the construction project. If you are setting up the client contract, this will typically be your company's name. 
   • Status
     Select the current status for the client contract. Options include Draft, Out for Bid, Out for Signature, Approved, Complete, or Terminated.
     Note: To create change orders and invoices, a client contract's status must be set to Approved or Complete.
   • Executed
     Place a mark in this check box if the client contract has been fully executed.
   • Make this Visible Only to Administrators and the Following Users
     Place a mark in this check box to limit visibility to users with 'Admin' permission and any users designated in the 'Allow These Users to See SOV Items' checkbox.
   • Allow These Users to See SOV Items
     Place a mark in this check box. Then select the names of any users who have been granted 'Standard' or 'Read Only' permissions on the client contract tool from the 'Select a Person' drop-down list.
   • Default Retainage. Specify a default percentage that will automatically be applied to all line item costs for retainage purposes.  For example, enter: 10%
   • Description
     Enter a descriptive summary to provide more detail about the client contract.
   • Attachments
     Attach any relevant files to the client contract. For example, an electronic copy of the signed client contract.
5. Under client contract Dates, do the following:

    Note

   A user with 'Admin' permission on the client contract tool can configure the tool to show or hide the fields marked with an asterisk (*) below. See  Configure Settings: client contract.
   • Date Created
     Shows the date the client contract was created. This cannot be modified.
   • Start Date
     Specify the project's official start date.
   • Estimated Completion Date
     Specify the estimated date for project completion.
   • Substantial Completion Date*
     Select the date from the calendar control. The substantial completion date refers to the date that work is considered sufficiently complete to satisfy legal requirements. It also indicates the date that the tenant can assume occupancy of all or part of a project and you are entitled to receive client contract balance payment (less retainage) until final completion.

      Note

     If enabled, the substantial completion date will be updated to each client contract Change Order's (FCOs) Revised Substantial Completion Date once each FCO has a status of Approved.
   • Actual Completion Date
     Select the date from the calendar control. This represents that final payments have been processed and the client contract is considered closed.
   • client contract Date*
     Select the date from the calendar control. This represents the effective date of the client contract agreement. This is the date the client contract goes into force. 
   • Signed client contract Received Date
     Select the date from the calendar control. This represents the date that the executed client contract was received.
   • Execution Date*
     Select the date from the calendar control. This represents the date the agreement was signed by all parties. 
   • Issued On Date*
     Select the date from the calendar control. This date represents the date the agreement was issued to both parties.
   • Returned Date
     Select the date from the calendar control. 
   • Letter of Intent Date
     Select the date from the calendar control. A letter of intent date is the date the Letter of Intent (LOI) document outlining the agreement between parties is received before the client contract is finalized. 
   • Approval Letter Date*
     Select the date from the calendar control. A letter of approval date is the date that compliance with the fees, statements, and disclosures stated in the Letter of Approval (LOA) date that the client contract was signed into the record. 
   • client contract Termination Date
     Select the date from the calendar control. A client contract termination date is a date outlined in the client contract where all parties have met all the obligations and terms.
6. Under Additional Information, do the following:
   • Inclusions. Specify any agreed-upon inclusions in the client contract.
   • Exclusions. Specify any agreed-upon exclusions in the client contract.
7. Click Save.

8. Add, Delete, and Rearrange SOV Line Items 

9. Navigate to the client contract tool.
10. Click the Schedule of Values tab.
11. Click the vertical ellipsis (⋮). Then choose from the following menu options:
    
    • Add Above
      Select this option to add a line item above the current line item. 
    • Add Below
      Select this option to add a line item below the current line item. 
    • Delete
      Select this option to delete the current line item. 

       Tip

      To rearrange line items in the list, you can type over the numbers in the # column. This lets you specify the list order of each item on the SOV. 
12. Click Save.