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Procore

Create a Prime Contract from an Estimate

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Objective

To create a prime contract from an estimate in a Procore project.

Things to Consider

  • Required User Permissions
  • To send an estimate to the budget, the estimate must be set as the primary estimate as indicated with a checkmark icon-green-checkmark.png icon.
  • The estimate has to be sent to the budget before you can create a prime contract. 

Steps

  1. Navigate to the project's Estimating tool.
  2. Click the Estimating tab.
  3. Select the estimate.
    estimate-selection-menu.png
  4. Click the Actions menu.
    estimate-actions-menu.png
  5. Select Create Prime Contract.
  6. Choose grouping and accounting options. 
  7. Review the data.
  8. Click Send to Prime Contract.
    send-to-prime-contract.png