Client Contracts - FAQ
(Draft) What are the required user permissions for editing a variation?
Are there any system limitations when projects have multiple client contracts?
At what tier can an upstream collaborator approve a variation?
Can I create a variation for a Main Contract before a downstream collaborator responds to an RFQ for a change event?
Can I create a variation for a contract or funding before a downstream collaborator responds to an RFQ for a change event?
Can I customise the numbering system for financial objects in Procore?
Can I import a CSV into a Project Financials tool's bill of quantities if it has blank values?
How are variation statuses in a package linked?
How can I troubleshoot an issue with the Procore Web Application?
How can I use tax codes on a Procore project?
How do I adjust my budget view when the Client Contracts, Funding or Main Contracts tool is disabled in my company's Procore account?
How do I bill for stored materials in Procore? (Legacy)
How do I change my web browser's default email client for mailto links?
How does Procore automatically complete amounts on an upstream payment application? (Legacy)
How does Procore calculate a payment application's 'Current Payment Due' amount?
What are "related items" in Procore?
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?
What are the default statuses for variations in Procore?
What are the different variation tier settings in Project Financials?
What are the different types of payment applications in Procore?
What are the requirements for importing BOQ Line Items from CSV?
What effect will the custom fields release have on our legacy custom solutions for variations?
What effect will the custom fields/configurable fieldsets release have on our legacy custom solutions for contracts?
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?
When do the download links in emails sent from Procore expire?
Which Microsoft Excel file versions can be attached to items in Procore?
Which Procore fields correspond to fields in DocuSign©?
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?
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?