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Procore

(Beta) View Fundings

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 In Beta
This content is for participants in the Project Financials: Modernized Experience for Prime Contracts beta program. 
 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

 

Objective

To view a funding in your Procore project.

Background

Once created, users with the required user permissions can view a project's fundings using the steps below. 

Things to Consider

  • Required User Permissions:
    • To view all fundings, 'Admin' level permissions on the project's Funding tool 
    • To view a funding that has NOT been marked as 'Private', 'Read-Only' or 'Standard' level permissions on the project's Funding tool. 
    • To view a funding marked 'Private', 'Read Only' or 'Standard' level permissions on the project's Funding tool and you must be added as a member of the 'Private' list on the funding. See (Beta) Create Fundings.
  • Additional Information:

Steps

  1. Navigate to the project's Funding tool. 
  2. Locate the funding to view in the Funding list. 
  3. Click the Number link to open the select funding. 
  4. View the funding's information by clicking the following tabs:

General

If the creator (or any editors) of the funding chooses to include the information. When viewing the General tab, the following cards are present: General Information, Contract Summary, Schedule of Values, Inclusions & Exclusions, Attachments, Contract Dates, and Contract Privacy.

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Change Orders

The Change Orders tab provides an overview of any Funding Change Orders (FCOs), Potential Change Orders (PCOs), and Change Order Requests (CORs) associated with the funding. You can view the status, the amount, and due date for each change order. You can export your funding or a change order log to the DOCX or PDF file format as well as download individual change orders to the CSV or PDF file format. 

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Invoices

The Invoices tab lists all of the funding invoices created on the project in the 'Invoices (Payment Applications' table. This table lets you quickly access the invoice by clicking the Number link. To learn how to create invoices, see Create an Funding Invoice. 

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Change History

The Change History tab shows the date and time that various actions were performed. See (Beta) View a Funding's Change History.

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Financial Markup

The Financial Markup tab shows the horizontal and vertical markup settings applied to the line items on the funding's change orders. See Add Financial Markup to Funding Change Orders.

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Payments Received

The Payments Received tab lists all invoices that have been received. You can also click the Edit button to enter new payments received in the New Payment section. See Create a Payment Received.

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Advanced Settings

The Advanced Settings tab allows you to configure a variety of settings on the funding. To learn more, see (Beta) Configure the Advanced Settings on a Funding.

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