1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Project Level > Prime Contract > Tutorials > Configure Settings: Prime Contract

Configure Settings: Prime Contract

Objective

To configure settings for the Prime Contract tool.

Things to Consider

  • Required User Permission: 'Admin' on the project's Prime Contract tool.

Steps

  1. Navigate to the project's Prime Contract tool.
  2. Click the Configure Settings icon-config-settings.pngicon.
  3. You have the ability to configure the following settings:

    • Number of Prime Contract Change Order Tiers: You can select either three tiers (Potential Change Order, Change Order Requests and Prime Contract Change Orders), two tiers (Potential Change Order and Prime Contract Change Order) or single tier (Prime Contract Change Order). For more information, see What are the different change order tiers? 
      Note: You can not change this setting after any prime contract change orders have been created.
    • Allow Standard Level Users to Create PCOs: Check this box to allow users with 'Standard' level permissions to create Potential Change Orders. If this box is unchecked, only users with 'Admin' level access can create Potential Change Orders. 
    • Enable Always Editable Schedule of Values: Mark this box to enable editable schedule of values. When this box is not checked, the Schedule of Values cannot be edited if a Pay App has been created or a PCCO has been approved.
      If the box is checked you can perform the following edits:
      • Edit the Cost Code column (only if the line item has not been billed for in a pay app)
      • Edit the Description column
      • Edit the Type column (only if the line item has not been billed for in a pay app)
      • Edit the Contract Amount (can only be reduced down to the Billed to Date amount)
      • Move and delete rows (can only delete if the line item has not been billed for in a pay app)
      • Add new line items

Note: Changes affect any Pay Apps created after changes have been made, but will not affect previously made Pay Apps. 

Contract Dates

Mark any of the following boxes enable more date fields in your prime contract. 

  • Enable Approval Letter Date
  • Enable Contract Date
  • Enable Issued On Date
  • Enable Execution Date
  • Enable Letter of Intent Date
  • Enable Substantial Completion Date

Default Distributions:

  • Prime Contract: Select default distributions to be included in communication regarding the Prime Contract. This can be people who need to review the Prime Contract before it is approved. 
  • Prime Contract Change Order: Select default distributions to be included in communication regarding PCCOs (Prime Contract Change Orders). 
  • Prime Contract Change Order Request: Select default distributions to be included in communication regarding CORs (Prime Contract Change Order Requests).
  • Prime Contract Potential Change Order: Select default distributions to be included in communication regarding PCOs (Prime Contract Potential Change Orders). 

  • Funding Sources:
    • Name: Enter the name of a funding source.
    • Description: Enter a description of the funding source.
  1. Click Update.

 

You must to post a comment.
Last modified
09:56, 24 Jul 2017

Tags

Classifications

This page has no classifications.