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Procore

Edit the Advanced Settings on a Client Contract

 Limited Release
flag-us.png flag-canada.png The Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more see, What dictionaries and languages are available in the Procore web application?

Objective

To update advanced settings for a client contract using the controls in the Client Contracts tool's Advanced Settings tab.

Background

If you are a user with 'Admin' level permissions on the Client Contracts tool, the steps below show you how to edit advanced settings for the project's client contract. This includes choosing an accounting method for the Schedule of Values (SOV), enabling financial markup, GC invoice settings, comments settings, and payment settings. In addition to these Advanced Settings, additional contract configuration settings are on the tool's Configure Settings page. See Configure Settings: Client Contracts.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Client Contracts tool.
  • Additional Information:

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 Advanced Settings
     Tip
    If your browser window is not in full-screen mode, choose More > Advanced Settings.
    client-contracts-advanced-settings-tab.png
  4. Click Edit.
  5. Under Schedule of Values Settings, set the following:
  6. Under Financial Markup Settings, set the following:
  7. Under GC/Client Progress Billing Settings, set the following:
    • Enable GC/Client Progress Billings. Place a checkmark in this box to enable GC/Client invoices on the client contract. 
    • Enable Completed Work Retainage. Place a checkmark in this box to enable work completed work retainage on Client Contract Change Orders.
    • Enable Stored Material Retainage. Place a checkmark in this box to enable stored material retainage on Client Contract Change Orders
    • Level of Detail to Display on Change Orders. The level of detail that is selected here determines how change orders are displayed on the 'Detail' tab of the GC invoice. This setting affects the invoice in view mode and print mode. See What are the different change order tier settings in Project Financials? You will always enter and edit information at the line item level of detail specified. Select one of the following:
      • Client Contract Change Order
      • Potential Change Order
      • Line items in each Potential Change Order. This is the default setting.
    • Show Markup on Progress Billings PDF and CSV.  Place a checkmark in this box to show financial markup on the Detail tab's Export > PDF or Export > CSV for the GC invoices. For the CSV option, markup line items will be included at the bottom of the CSV file.
    • Approve Subcontractor Progress Billings when GC Approves GC Progress Billing. Place a checkmark in this box so that once a general contractor approves a GC/Client invoice, the subcontractor invoice is also approved. This functionality will only be enabled if GC invoices are prefilled with invoices. To learn how GC invoices are prefilled, see Create a GC/Client Invoice.
    • 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.
  8. Under Comment Settings, set the following:
    • Enable Comments. Place a checkmark in this box to see the Comments tab. Only users with 'Admin' level permissions on the Client Contracts tool can leave comments.
  9. Under Payment Settings, set the following:
    • Enable Payments. Place a checkmark in this box to enable payments on the client contract.
  10. Click Save