Prime Contract (Project Level)
Procore's Project level Prime Contract tool allows you to easily create and manage your contract with your client and keep track of change orders and related items to that contract.
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The following table highlights which user permissions are required to perform the described user action.
|Approve a Prime Contract|
|Configure Advanced Settings: Prime Contract|
|Create a CCO From a PCO|
|Create Change Order Request|
|Create Payment Application|
|*Create a Potential Change Order|
|Create Prime Contract Change Order|
|Create Schedule of Values (SOV) from the Budget|
|Delete Prime Contract|
|Edit a CCO Linked to a PCO|
|Edit a Payment Application|
|Edit a Prime Contract|
|Edit Advanced Settings Subtab in Prime Contract|
|Email a Payment Application|
|Email a Potential Change Order (PCO)|
|Email Prime Contract|
|Export a Prime Contract to DOCX|
|Export a Prime Contract to PDF|
|Filter Prime Contract Change Orders|
|Import a Prime Contract CSV|
|Import a ProEst Estimate for the Prime Contract SOV|
|Remove a Potential Change Order or Change Order Request|
|Remove a Prime Contract Change Order|
|Set or Release Retainage For All Line Items For a Payment Application|
|Set Up a Prime Contract|
|**View Prime Contract|
|View the Change History of a Prime Contract|
* Standard level users can only create a PCO if the "Allow Standard Level Users to Create PCOs" checkbox is selected in the Prime Contract configuration settings. For more information, see Configure Advanced Settings: Prime Contract
**Read-Only and Standard level users can only view the Prime Contract if they are added to the drop-down in the "Private" field of the Prime Contract.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
Below are the notable changes to the Project level Prime Contract tool.
If your company has enabled the ERP Integrations tool and configured it to work with one of the integrated ERP systems, you now use the inline editing feature to modify the values in the Schedule of Values (SOV) tab on a Prime Contract Change Order (see Create a Prime Contract Change Order (PCCO)).
Updated Procore's en-AU (Australian) dictionary. Term has been changed from 'Prime Contract' to 'Head Contract'.
Updated the Prime Contract tool's Schedule of Values (SOV) and Prime Contract Change Order SOV pages so end users can now perform inline editing on the 'Funding Source' field as expected.
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