Create a Prime Contract from an Estimate
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.
The estimate has to be sent to the budget before you can create a prime contract.
Steps
Navigate to the project's
Estimating
tool.
Click the
Estimating
tab.
Select the estimate.
Click the
Actions
menu.
Select
Create Prime Contract
.
Choose grouping and accounting options.
Review the data.
Click
Send to Prime Contract
.
See Also
Send an Estimate to the Budget
Create a Purchase Order from an Estimate
Add an Estimate
How do Cost Catalog item types relate to cost types in Procore?