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Procore

Edit a Prime Contract

Objective

To edit a project's prime contract

Things to Consider

  • Required User Permission:
    • 'Admin' permission on the project's Prime Contracts tool.
  • Additional Information:
    • Some fields cannot be edited when items are in the 'Approved' status. For example, you cannot edit a Schedule of Values (SOV) on an owner invoice or Prime Contract Change Order (PCCO) is already in the  'Approved' status.

Steps

  1. Navigate to the project's Prime Contracts tool.
  2. In the General tab, click Edit.
  3. Modify the fields as appropriate.
    Notes:
  4. Click Save.

Add, Delete, and Rearrange SOV Line Items 

  1. Navigate to the Prime Contracts tool.
  2. Click the Schedule of Values tab.
  3. Click the vertical ellipsis (⋮). Then choose from the following menu options:
    sov-edit-options.png
    • Add Above. Select this option to add a line item above the current line item. 
    • Add Below. Select this option to add a line item below the current line item. 
    • Delete. Select this option to delete the current line item. 
       Tip
      To rearrange line items in the list, you can type over the numbers in the # column. This lets you specify the list order of each item on the SOV. 
  4. Click Save.

See Also

 

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