You can now track contractor allowances in Clearstory as an Allowance, Contingency, or a Hold.
How to Export the Allowance Log
Create an Allowance in Clearstory
You can repeat these steps to set up multiple allowances on one contract or project.
Navigate to the allowance log on the left hand tool bar.
Select the project you would like to add an allowance to.
In the top right corner, select + Create
There are two types to Choose from: Customer or Contractor.
- A Customer type represents a bucket of money that lives within your project budget or GMP that is not visible to your subcontractors but is to your customer. This could be an allowance, contingency, or hold that you may utilize, but do not intend for your subcontractor to be aware of.
- A Contractor type represents a bucket of money that exists as part of your subcontractors contract and is visible to your subcontractor.
You can toggle between all of your Customer or Contractor allowances in the top left corner of the Allowance Log.
Select Contractor or Customer
If Contractor: Select the Contract it applies to
Select the Allowance Type:
Here's an article explaining the different allowance types: What are Allowances, Contingencies, and Holds in Clearstory?
Give the allowance a name
Add the total $ amount for the allowance.
Click Add
Importing Allowances
As a General Contractor with multiple allowances, you can import your allowances all at once.
Select Import
We recommend using the Clearstory template for ease of import.
Complete the template > Upload File > Next
Next you'll make sure your contracts match with the contacts in Clearstory
When complete > Click Add
Adding a COR to an Allowance
Add to an allowance from the COR Log:
In the COR Log > select the pencil on the right
Scroll down to Contractor or Customer Allowances > select the allowance that applies
Click Save
Export the Allowance Log
Click Export
Select the file type > Export
