Client Contracts - Tutorials

Client Contracts

• About the Client Contracts Tool
• Create Client Contracts
• Update the Schedule of Values (SOV) on a Client Contract
• Edit a Client Contract
• Approve a Client Contract
• Email a Client Contract
• Export a Client Contract
• Export a Client Contracts List
• Delete a Client Contract
• Manage Rows & Columns in the Client Contracts Tool
• Search for and Add Filters to Client Contracts
• View Client Contracts
• View the Change History of a  Client Contract

Change Orders

• Configure the Number of Client Contract Change Order Tiers
• Add Filters to the Change Orders Tab on a Client Contract
• Create a Commitment Change Order from a Client Contract Change Order
• Add Financial Markup to Client Contract Change Orders
• Remove a Client Contract Change Order
• 1-Tier Configuration
  • Create a Client Contract Change Order
• 2-Tier Configuration
  • Create a Potential Change Order for a Client Contract
  • Create a Client Contract Change Order

Configuration Tasks

• Configure Settings: Client Contracts
• Edit the Advanced Settings Tab on a Client Contract
• Enable Financial Markup on a Client Contract
• Custom Fields & Configurable Fieldsets 
  • Create New Custom Fields
  • Create New Configurable Fieldsets

Progress Billings

• GC/Client Invoices
  • Create a GC/Client Invoice for a Client Contract
  • Set or Release Retainage on a GC/Client Invoice from the Client Contracts Tool
  • Email a GC/Client Invoice from the Client Contracts Tool
  • Export a GC/Client Invoice from the Client Contracts Tool 
• Configurable PDFs
  • Create a Configurable PDF of a GC/Client Invoice in the Client Contracts Tool
  • Edit a Configurable PDF of a GC/Client Invoice in the Client Contracts Tool
  • Export a Configurable PDF of a GC/Client Invoice from the Client Contracts Tool
• Payments
  • Create a Payment Received for a GC/Client Invoice with the Client Contracts Tool 

Integrations

• DocuSign®

Client Contracts (BETA)

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

• (Beta) Add Filters to the Change Orders Tab on a Client Contract
• (Beta) Create Client Contracts 
• (Beta) Create Client Contract Change Orders
• (Beta) Edit Client Contracts
• (Beta) Delete Client Contracts
• (Beta) Export Client Contracts
• (Beta) Export a Client Contracts List
• (Beta) View Client Contracts
• (Beta) View a Client Contract's Change Orders
• (Beta) View GC/Client Invoices
• (Beta) View a Client Contract's Change History
• (Beta) Add Financial Markup to Client Contract Change Orders
• (Beta) Configure a Client Contract's Advanced Settings
• (Beta) Approve Client Contracts