Funding

The Funding Contracts tool in Procore allows you to easily create and manage a contract with an upstream client, and keep track of all change orders and related items.

Create a funding contract that includes a comprehensive schedule of values and manage contract access permissions.
Import a schedule of values 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 Funding Contract Change Order (FCO) process and approval workflow.

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Funding

The following table highlights which user permissions are required to perform the described user action.

Task	Read Only	Standard
Add a Related Item to a Funding Change Order
Add Filters to the Change Orders Tab on a Funding
Add Financial Markup to Funding Change Orders
Add Line Items to a Schedule of Values on a Funding
Approve a Funding
Configure Settings: Funding
Configure the Number of Change Order Tiers for the Funding Tool
Create a Change Order Request for a Funding
Create a Commitment Change Order from a Funding Change Order
Create a Configurable PDF of a Funding Invoice
Create a Funding Change Order
Create a Funding Invoice
Create a Payment Received
Create a Potential Change Order for a Funding ¹
Create a Potential Change Order with DocuSign®
Create a Schedule of Values on a Funding using the Project's Budget
Create Fundings	+	+
Delete a Funding	+	+
Delete a Funding Change Order
Edit a Commitment Change Order Linked to a Potential Change Order for a Funding
Edit a Funding	+	+
Edit the Advanced Settings on a Funding
Edit an Owner Invoice's Configurable PDF View
Email a Funding
Email a Funding Invoice
Email a Potential Change Order for a Funding
Enable Financial Markup on a Funding
Export a Configurable PDF of an Owner Invoice
Export a Funding ³
Export a Funding Invoice
Export a Funding List
Import a Funding Schedule of Values from a CSV File
Manage Rows & Columns in the Funding Tool
Remove a Potential Change Order or Change Order Request
Remove a Change Order from a Funding
Search for and Apply Filters to the Funding Tool
Set or Release Retainage on a Funding Invoice
Update the Schedule of Values on a Funding
View Fundings ²
View the Change History of a Funding

¹ Users with 'Standard' level permissions can only create a Funding Change Order (FCO) if the 'Allow Standard Level Users to Create FCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Settings: Funding.

² Users with 'Read Only' and 'Standard' level permissions can only view a funding that is private if they have been added to the 'Private' drop-down list on the funding.

³ 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.

Below are the notable changes to the project's Prime Contracts tool (also known as the Funding tool or the Client Contracts tool in some accounts).

Recent Changes

improved navigation for schedule of values (19/04/2024)

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates.

Owner Invoices added to Workflows Open Beta (13/03/2024)

Owner Invoices has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Invoice Workflow.

Custom Fields now visible in Prime Contract List view (05/01/2023)

Users can now see custom fields within the prime contract list view table. Users can now view, filter, and sort by custom fields in the list view.

Limited Release

Funding

Change Orders

Configuration Tasks

Invoicing

Integrations

Funding (BETA)

Tip

Set up a Funding Source - Owner

Create Schedule of Values for a Funding Source - Owner

Funding

Recent Changes

improved navigation for schedule of values (19/04/2024)

Owner Invoices added to Workflows Open Beta (13/03/2024)

Custom Fields now visible in Prime Contract List view (05/01/2023)