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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Client Contracts
Variations
Configuration Tasks
Progress Billings
Integrations
Client Contracts (BETA)

These tutorials detail the Beta Version of the Client Contracts tool. To learn more about this release, see Project Financials: (Beta) Modernised Experience for Client Contracts.
 Tip

To browse and search all Procore training videos, visit our video library.

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

 

diagram_client-contracts_tool-overview.png

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.