Funding -- Owner

Create and manage a contract with an upstream client, and keep track of all change orders and related items.

rate limit

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About this course

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. 

Curriculum25 min

  • Intro
  • The Value of the Funding Contracts Tool 10 min
  • Setting up the Funding Contracts Tool
  • Set Up a Funding Source 3 min
  • Using the Funding Contracts Tool
  • Create Schedule of Values for a Funding Source 2 min
  • Review & Resources
  • Prime Contracts Resources & Review 10 min
  • Conclusion

About this course

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. 

Curriculum25 min

  • Intro
  • The Value of the Funding Contracts Tool 10 min
  • Setting up the Funding Contracts Tool
  • Set Up a Funding Source 3 min
  • Using the Funding Contracts Tool
  • Create Schedule of Values for a Funding Source 2 min
  • Review & Resources
  • Prime Contracts Resources & Review 10 min
  • Conclusion

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