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
Select 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 with your contractors, 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 Allowances > select the allowance that applies
Click Save
Export the Allowance Log
Click Export
Select the file type > Export
