Learn how allowance visibility and usage are based on your contract relationships.
Customer Allowance
Customer Allowances are written into your contract with your customer. They may align with a contractor, but the contractor has no visibility into the contract details.
- They can be allocated to:
- Received CORs (from your contractors)
- Sent CORs (to your customer)
- Allowances and draws against the allowance are only visible to you and your customer (if using Clearstory)
Allocate Customer Allowances to received CORs from contractors to get early visibility and tracking of spend. Contractors don't have visibility into draws on customer allowances.
Internal Allowance
Internal Allowances are internal facing only and are not viewable by your contractor or your customer. They may align with a contractor or customer, but they are not visible to any party outside of your company.
- They can be allocated to:
- Received CORs (from your contractors)
- Sent CORs (to your customer)
- Allowances and draws against the allowance are only visible to you
You have the ability to update an Internal Allowance to a Customer Allowance at any point in your project. But, you cannot update a Customer or Contractor Allowance to an Internal Allowance.
Contractor Allowance
Contractor Allowances are written into your contract between you and your contractors. Both parties have real-time access to status, value, and balance. Your customer has no visibility into these.
- They can be allocated to:
- Received CORs (from your contractors)
- Allowances and draws against the allowance are only visible to you and your contractor