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Procore

Prime Contracts

The Prime Contracts tool in Procore allows you to easily create and manage a contract with an upstream client, and keep track of all change orders and related items.

 
 
 
 
 
 
 
 
 
 
  • Create a prime contract that includes a comprehensive schedule of values and manage contract access permissions
  • Import a schedule of values from CSV or add line items manually by cost code
  • Email completed contracts to key stakeholders and change the contract status when approved
  • Manage the Prime Contract Change Order (PCCO) process and approval workflow

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Integrations
Workflows (BETA)

These tutorials detail the Beta Version of the Workflows tool. To learn more about this release, see About the Workflows Beta Program. See (Beta) Workflows for more tutorials and FAQ's about the company level Workflows tool.

 Tip

To browse and search all Procore training videos, visit our video library.

Configure Prime Contract Settings - Specialty Contractor
 
Configure Prime Contract Change Order Tiers
 
Configure Prime Contract Change Order Tiers - Specialty Contractor
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Review a Prime Contract - Owner
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send RFQs

 

Specialty Contractor as Client - Create a Prime Contract

 

Specialty Contractor as Client - Add Financial Markup to a Client Contract

 

Specialty Contractor as Client - Configure Prime Contract Order Tiers

 

Specialty Contractor as Client - Create Schedule of Values for a Prime Contract

 

Specialty Contractor as Client - Configure Prime Contract Settings

 

Configure Change Order Tiers for the Prime Contract Tool

 

Owner - Set up a Funding Source

 

Owner - Create a Funding Change Order

 

Owner - Create Schedule of Values for a Funding Source

 

Owner as Collaborator - Review a Prime Contract

 

Owner as Collaborator - Review PCCOs

 

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

 

Set Up a Prime Contract

 

Owner - Set Up Prime Contracts

 

Owner - Create Schedule of Values for a Prime Contract

 

Owner - Configure Change Order Tiers for the Prime Contract Tool

 

Specialty Contractor as Client - Create and Send RFQs

 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Configure Prime Contract Change Order Tiers
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Configure Prime Contract Change Order Tiers
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Configure Prime Contract Settings - Specialty Contractor
 
Configure Prime Contract Change Order Tiers
 
Configure Prime Contract Change Order Tiers - Specialty Contractor
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Review a Prime Contract - Owner
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send RFQs

 

Specialty Contractor as Client - Create a Prime Contract

 

Specialty Contractor as Client - Add Financial Markup to a Client Contract

 

Specialty Contractor as Client - Configure Prime Contract Order Tiers

 

Specialty Contractor as Client - Create Schedule of Values for a Prime Contract

 

Specialty Contractor as Client - Configure Prime Contract Settings

 

Configure Change Order Tiers for the Prime Contract Tool

 

Owner - Set up a Funding Source

 

Owner - Create a Funding Change Order

 

Owner - Create Schedule of Values for a Funding Source

 

Owner as Collaborator - Review a Prime Contract

 

Owner as Collaborator - Review PCCOs

 

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

 

Set Up a Prime Contract

 

Owner - Set Up Prime Contracts

 

Owner - Create Schedule of Values for a Prime Contract

 

Owner - Configure Change Order Tiers for the Prime Contract Tool

 

Specialty Contractor as Client - Create and Send RFQs

 

 

Create a Record for a Payment Received
Create a Record for a...

 

END
END

 

 

Configure Settings: Prime Contracts
Configure Settings: Pr...

 

START
START

 

Create Prime Contracts
Create Prime Contracts

 

Edit the Advanced Settings on a Prime Contract
Edit the Advanced Sett...

 

Add Line Items to the SOV
Add Line Items to the...

 

Create the SOV from the Project's Budget
Create the SOV from th...

 

Import the SOV from a CSV File
Import the SOV from a...
Update the Schedule of Values on a Prime Contract
Update the Schedule of Values on a Prime Contract

 

Email a Prime Contract
Email a Prime Contract

 

Create an Owner Invoice
Create an Owner Invoic...

 

Email an Owner Invoice
Email an Owner Invoice
Approve a Prime Contract
Approve a Prime Contra...

 

Create a Prime Contract Change Order
Create a Prime Contrac...
Change Order
Change Order
Invoice
Invoice
Create a change order or an invoice?
Create a change order or an invoice?
Have you received payment for the owner invoice?
Have you received payment for the ow...

 

Approve or Reject Prime Contract Change Orders
Approve or Reject Prim...
LEGEND
LEGEND
Project Manager/General Contractor
Project Manager/General Contractor
Owner
Owner
Prime Contracts 'Admin'
Prime Contracts 'Admi...
Prime Contracts Tool
Prime Contracts Tool
Change Orders Tool
Change Orders Tool
Resend invoice?
Resend invoice?
Optional
Optional

Prime Contract

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add Financial Markup to Prime Contract Change Orders       icon-mindtouch-table-check.png
Add a Related Item to a Prime Contract Change Order       icon-mindtouch-table-check.png
Approve a Prime Contract       icon-mindtouch-table-check.png
Configure Advanced Settings: Prime Contract       icon-mindtouch-table-check.png
Create Change Order Request       icon-mindtouch-table-check.png
Create Payment Received for a Prime Contract       icon-mindtouch-table-check.png
Create Owner Invoices        icon-mindtouch-table-check.png
Create a Prime Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Potential Change Order for a Prime Contract 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Prime Contract Change Order       icon-mindtouch-table-check.png
Create Schedule of Values (SOV) from the Budget       icon-mindtouch-table-check.png
Delete a Prime Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Change Order Linked to a Potential Change Order for a Prime Contract       icon-mindtouch-table-check.png
Edit a Prime Contract 2   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings on a Prime Contract       icon-mindtouch-table-check.png
Email Owner Invoices        icon-mindtouch-table-check.png
Email a Potential Change Order for a Prime Contract       icon-mindtouch-table-check.png
Email Prime Contract       icon-mindtouch-table-check.png
Enable Financial Markup on a Prime Contract       icon-mindtouch-table-check.png
Export Owner Invoices       icon-mindtouch-table-check.png
Export a Prime Contract 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Prime Contract Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Prime Contract CSV       icon-mindtouch-table-check.png
Remove a Change Order from a Prime Contract       icon-mindtouch-table-check.png
Delete a Prime Contract Change Order       icon-mindtouch-table-check.png
Search for and Add Filters to Prime Contracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Up a Prime Contract       icon-mindtouch-table-check.png
View Prime Contract 2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Prime Contract       icon-mindtouch-table-check.png

1 Users with 'Standard' level permissions can only create a PCO if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Prime Contract.

2 Users with 'Read Only' and 'Standard' level permissions can only view a prime contract that is private if they have been added to the 'Private' drop-down list on the prime contract.

3 Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF. 

Below are the notable changes to the project's Prime Contracts tool (also known as the Funding tool or the Client Contracts tool in some accounts). 

Recent Changes

Custom Fields now visible in Prime Contract List view (01/05/2023) 

Users can now see custom fields within the prime contract list view table. Users can now view, filter, and sort by custom fields in the list view.