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Procore

Client Contracts

 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 Speciality Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for main contractors, owners and speciality contractors?

The Client Contracts tool in Procore allows you to easily create and manage a contract with an upstream client and keep track of all variations and related items.

  • Create a client contract that includes a comprehensive bill of quantities and manage contract access permissions
  • Import a bil of quantities from CSV or add line items manually by cost code
  • Email completed contracts to key stakeholders and change the contract status when approved
  • Manage the Client Contract Variation (CCV) process and approval workflow

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Integrations
       Tip

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      Create a Client Contract - Speciality Contractor
       
      Create Bill of Quantities for a Client Contract - Speciality Contractor
       
      Add Financial Markup to a Client Contract - Speciality Contractor
       

       


      Create a Record for a Payment Received
      Create a Record for a...


      END
      END



      Configure Settings: Client Contracts
      Configure Settings: Cl...


      START
      START


      Create Client Contracts
      Create Client Contract...


      Edit the Advanced Settings on a Client Contract
      Edit the Advanced Sett...


      Add Line Items to the BOQ
      Add Line Items to the...


      Create the BOQ from the Project's Budget
      Create the BOQ from th...


      Import the BOQ from a CSV File
      Import the BOQ from a...
      Update the Bill of Quantities on a Client Contract
      Update the Bill of Quantities on a Client Contract


      Email a Client Contract
      Email a Client Contrac...


      Create a MC/Client Payment application
      Create a MC/Client Inv...


      Email a MC/Client Payment application
      Email a MC/Client Invo...
      Approve a Client Contract
      Approve a Client Contr...


      Create a Client Contract Variation
      Create a Client Contra...
      Variation
      Variation
      Payment Application
      Payment Application
      Create a variation or a payment application?
      Create a variation or a payment application?
      Have you received payment from the MC/Client?
      Have you received payment from the G...


      Approve or Reject Client Contract Variations
      Approve or Reject Clie...
      LEGEND
      LEGEND
      Project Manager/Speciality Contractor
      Project Manager/Speciality Contractor
      Main Contractor/Client
      Main Contractor/Client
      Client Contracts 'Admin'
      Client Contracts 'Adm...
      Client Contracts Tool
      Client Contracts Tool
      Variations Tool
      Variations Tool
      Resend payment application?
      Resend payment application?
      Optional
      Optional

      Client Contracts

      The following table highlights which user permissions are required to perform the described user action.

      icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

      Task None Read Only Standard Admin
      Add Filters to the Variations Tab on a Client Contract   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
      Add Financial Markup to Client Contract Variations       icon-mindtouch-table-check.png
      Add a Related Item to a Client Contract Variation       icon-mindtouch-table-check.png
      Add Line Items to a Bill of Quantities on a Client Contract       icon-mindtouch-table-check.png
      Approve a Client Contract       icon-mindtouch-table-check.png
      Configure Settings: Client Contracts       icon-mindtouch-table-check.png
      Configure the Number of Client Contract Variation Tiers       icon-mindtouch-table-check.png
      Create Client Contracts   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
      Create a Variation Request for a Client Contract       icon-mindtouch-table-check.png
      Create a Client Contract Variation       icon-mindtouch-table-check.png
      Create a Commitment Variation from a Client Contract Variation       icon-mindtouch-table-check.png
      Create a Configurable PDF of a MC/Client Payment application       icon-mindtouch-table-check.png
      Create a MC/Client Payment application       icon-mindtouch-table-check.png
      Create a Payment Received for a Client Contract       icon-mindtouch-table-check.png
      Create a Potential Variation for a Client Contract 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
      Create a Bill of Quantities on a Client Contract Using the Project's Budget       icon-mindtouch-table-check.png
      Delete a Client Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
      Delete a Client Contract Variation       icon-mindtouch-table-check.png
      Edit a Client Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
      Edit a Commitment Variation Linked to a Potential Variation       icon-mindtouch-table-check.png
      Edit the Advanced Settings on a Client Contract       icon-mindtouch-table-check.png
      Email a Client Contract       icon-mindtouch-table-check.png
      Email a Potential Variation for a Client Contract       icon-mindtouch-table-check.png
      Email a MC/Client Payment application       icon-mindtouch-table-check.png
      Enable Financial Markup on a Client Contract       icon-mindtouch-table-check.png
      Export a Client Contract 2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
      Export a Client Contracts List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
      Export a Configurable PDF of a MC/Client Payment application       icon-mindtouch-table-check.png
      Export a MC/Client Payment application       icon-mindtouch-table-check.png
      Import a Client Contract Bill of Quantities from a CSV File       icon-mindtouch-table-check.png
      Manage Rows & Columns in the Client Contracts Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
      Record Changes to Production Quantities on a Potential Variation for a Client Contract       icon-mindtouch-table-check.png
      Remove a Variation from a Client Contract       icon-mindtouch-table-check.png
      Search for and Apply Filters to the Client Contracts Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
      Set or Release Retention on a MC/Client Payment application       icon-mindtouch-table-check.png
      Update the Bill of Quantities on a Client Contract       icon-mindtouch-table-check.png
      View Client Contracts 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
      View the Change History of a Client Contract       icon-mindtouch-table-check.png

      1 Users with 'Standard' level permissions can only create a PV if the 'Allow Standard Level Users to Create PVs' tickbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Client Contract.

      2 Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF. 

      3 Users with 'Read Only' and 'Standard' level permissions can only view a client contract that is private if they have been added to the 'Private' drop-down list on the client contract.

       

      Below are the notable changes to the project's Main Contracts tool (also known as the Funding tool or the Client Contracts tool in some accounts). 

      Recent Changes

      improved navigation for bill of quantities (19/04/2024)

      When modifying a cell in the Bill of Quantities table, users can now input content and easily move to the next cell after completing updates. 

      Main Contract Payment Applications added to Workflows Open Beta (13/03/2024)

      Main Contract Payment Applications has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Payment application Workflow.

      Custom Fields now visible in Main Contract List view (05/01/2023) 

      Users can now see custom fields within the main contract list view table. Users can now view, filter and sort by custom fields in the list view.