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Procore (en-GB)

Enable Financial Markup 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 Speciality Contractors point-of-view dictionary.  To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options


To enable Procore's financial markup capabilities on a client contract.


You can enable financial markup capabilities on individual client contracts. This gives your project user's the ability to apply financial markup to client contract variations associated with a commitment as described in Add Financial Markup to Client Contract Variations.

Things to Consider 

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


  1. Navigate to your project's Client Contracts tool.
  2. Locate the contract to work with. Then click its Number link.
  3. In the contract, click the Advanced Settings tab.
  4. Click the Edit Advanced Settings button.
  5. Under 'Financial Markup,' mark the Enable Financial Markups checkbox.
  6. Click Save.