Client Contracts - FAQ
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- At what tier can an upstream collaborator approve a change order?
- Can I create a change order for a contract or funding before a downstream collaborator responds to an RFQ for a change event?
- Can I customize the numbering system for financial objects in Procore?
- Can I import a CSV into a Project Financials tool's schedule of values if it has blank values?
- 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 Prime Contracts tool is disabled in my company's Procore account?
- How do I change my web browser's default email client for mailto links?
- How does Procore automatically complete amounts on an upstream invoice? (Legacy)
- How does Procore calculate an invoice'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 customize them?
- What are the default statuses for Procore invoices?
- What are the default statuses for change orders in Procore?
- What are the different change order tier settings in Project Financials?
- What are the different types of invoices in Procore?
- What are the requirements for importing SOV 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 Schedule of Values' 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 general contractors, owners, and specialty 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 change order?
- Why can't I edit or delete an 'Approved' change order?