Client Contracts
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Limited Release
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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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
- At what tier can an upstream collaborator approve a variation?
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- Can I import a CSV into a Project Financials tool's bill of quantities if it has blank values?
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- How do I adjust my budget view when the Client Contracts, Funding or Main Contracts tool is disabled in my company's Procore account?
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- How does Procore automatically complete amounts on an upstream payment application? (Legacy)
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- What are Procore's default change types and change reasons?
- What are Procore's default cost codes?
- What are Procore's default cost types?
- What are custom sections and which Procore tools support them?
- What are the DocuSign® fields and can I customise them?
- What are the default statuses for Procore payment applications?
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- What are the different types of payment applications in Procore?
- What are the different variation tier settings in Project Financials?
- What are the requirements for importing BOQ Line Items from CSV?
- What granular permissions are available for the project's Client Contracts tool?
- What is a budget code in Procore's WBS?
- What is an upstream collaborator?
- What is the 'Enable Always Editable Bill of Quantities' setting?
- What is the difference between a distribution group and distribution list in Procore?
- What is the difference between horizontal and vertical financial markup?
- What tool names and terms are different in Procore for main contractors, owners and speciality contractors?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore project tools support the DocuSign® integration?
- Which Procore tools support Work Breakdown Structure?
- Which Procore tools support granular permissions?
- Which units of measure are included on Procore's master list?
- Why can't I create a variation?
- Why can't I edit or delete an 'Approved' variation?
Client Contracts
The following table highlights which user permissions are required to perform the described user action.
+ : 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.
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.