Skip to content
Go to home page
  • There are no suggestions because the search field is empty.

How to Create an Allowance in Clearstory as a General Contractor

You can now track contractor allowances in Clearstory as an Allowance, Contingency, or a Hold.

How to Create an Allowance

How to Import Allowances

How to add an Allowance Draw to a COR

How to Add Allowance Draws to CORs in Bulk

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.
  • An Internal type, which is a bucket of money that lives within your project budget that is not visible to your customers or contractors. This may be an allowance that you may utilize for unique purposes that you do not want visible externally.
  • 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

If Customer: You will have the ability to select "Is this Allowance Shared with the Customer?" if you choose "Yes" then you will create an Internal Allowance and if you select "No" you will be creating a Customer Allowance:

Currently only Received CORs can be linked to an Internal Allowance

Screenshot 2025-09-25 at 4-39-52 PM-png

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

How to add an Allowance Draw to a COR

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

image-png-Aug-01-2025-03-29-17-4452-PM

Note: When you choose Customer Allowances you will be able to determine which of these Allowances is an Internal Allowance by an icon InternalOnly24x24 (1) which will note "This allowance is internal and only visible to your team."

Currently only Received CORs can be linked to an Internal Allowance

Add Allowance Draws to Change Order Requests (CORs) in Bulk

If you already have multiple CORs created on a project, you can quickly apply them to an existing allowance in bulk instead of adding them one at a time. This is especially helpful when onboarding a project mid-stream or reconciling several CORs against the same allowance.

You can select multiple eligible CORs at once and assign them to a single allowance.

Each selected COR will draw its full current requested amount from the allowance.

As you select CORs, Clearstory shows the remaining allowance balance in real time so you can avoid overdrawing.

How to Bulk Add CORs to an Allowance

Screenshot 2025-12-03 at 11.21.00 AM

  1. Open the Allowance Log or an individual Allowance Details page.

  2. Click Allocate CORs (from the allowance row menu) or Add CORs at the top of the allowance.Screenshot 2025-12-03 at 11.21.36 AM
  3. In the modal, review the list of eligible CORs:Screenshot 2025-12-03 at 11.37.25 AM
    1. Only CORs not already tied to an allowance and with a non-zero amount appear.

  4. Use search or filters to find the CORs you want.

  5. Select one or more CORs.

  6. If you have already linked a received COR to a sent COR then adding the sent COR will automatically add that linked received COR

  7. Confirm to add them to the allowance.Screenshot 2025-12-03 at 11.39.00 AM

Once confirmed:

  • The allowance’s used and remaining amounts update automatically.

  • Each COR shows the allowance draw applied.

  • An activity log entry is created for each allocation.

💡 Tip: If a selected COR would cause the allowance to go negative, Clearstory will warn you before you can proceed.Screenshot 2025-12-03 at 11.52.37 AM

 

Export the Allowance Log

Click Export

Select the file type > Export