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How to Create an Allowance in Clearstory as a Specialty Contractor

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

How to Create an Allowance

How to Add to an Allowance

How to Bulk Add CORs to an Allowance

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:

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

 

 

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.

Currently only Received CORs can be linked to an Internal Allowance

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 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

 

Click Save

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. 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