You can now track 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 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 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:
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
Adding a COR to an Allowance
You can add a COR to an allowance two ways: When creating a detailed COR or from the COR Log.
Add to an allowance while creating a detailed COR:
Complete the detailed COR as normal. Towards the bottom of the COR > Customer Allowance > Select from List
Select the allowance you would like to apply the COR to.
Note: You will not see Internal Allowances as an option because they cannot be viewed externally.
Click Add
It will automatically deduct the total requested amount from the allowance total.
If the requested total is more than the remaining allowance amount, it will only deduct the remaining amount of the allowance.
Select Preview and Send
Add to an allowance from the COR Log:
In the COR Log > select the pencil on the right
Scroll down to Customer Allowances > select the allowance that applies
Note: When you choose Customer Allowances you will be able to determine which of these Allowances is an Internal Allowance by an icon .svg){kind=small}
which will note "This allowance is internal and only visible to your team."
Click Save
Export the Allowance Log
Click Export
Select the file type > Export
