Prime Contracts - FAQ
(Beta) What granular permissions are available for Project level Workflows?
(Draft) What are the required user permissions for editing a change order?
Are there any system limitations when projects have multiple prime contracts?
At what tier can an upstream collaborator approve a change order?
Can I create a change order for a Prime Contract before a downstream collaborator responds to an RFQ for a change event?
Can I create a change order for a contract or funding before a downstream collaborator responds to an RFQ for a change event?
Can I create a report to see overdue change orders?
How are change order statuses in a package linked?
How can I use tax codes on a Procore project?
How do I adjust my budget view when the Client Contracts, Funding, or Prime Contracts tool is disabled in my company's Procore account?
How do I bill for stored materials in Procore? (Legacy)
How do I change my web browser's default email client for mailto links?
How do I set the accounting method for a contract or funding?
How does Procore automatically complete amounts on an owner invoice? (Beta)
How does Procore automatically complete amounts on an upstream invoice? (Legacy)
How does Procore calculate an invoice's 'Current Payment Due' amount?
What are Procore's default change types and change reasons?
What are Procore's default cost codes?
What are Procore's default cost types?
What are custom fields and which Procore tools support them?
What are custom sections and which Procore tools support them?
What are multi-tiered locations?
What are the DocuSign® fields and can I customize them?
What are the GH Phipps Default Punch List TYPE(s)
What are the default columns in the Prime Contracts tool?
What are the default statuses for Procore invoices?
What are the default statuses for change orders in Procore?
What are the different change order tier settings in Project Financials?
What are the different types of invoices in Procore?
What are the requirements for importing SOV Line Items from CSV?
What effect will the custom fields release have on our legacy custom solutions for change orders?
What effect will the custom fields/configurable fieldsets release have on our legacy custom solutions for contracts?
What granular permissions are available for the project's Prime Contracts tool?
What happens when 'Restrict Non-draft edits to Contracts and Change Orders' and 'Enable Always Editable Schedule of Values' are both enabled?
What is a budget code in Procore's WBS?
What is an upstream collaborator?
What is the 'Enable Always Editable Schedule of Values' setting?
What is the difference between a distribution group and distribution list in Procore?
What is the difference between horizontal and vertical financial markup?
What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
When do the download links in emails sent from Procore expire?
Which Microsoft Excel file versions can be attached to items in Procore?
Which Procore fields correspond to fields in DocuSign©?
Which Procore project tools support the DocuSign® integration?
Which Procore tools support Work Breakdown Structure?
Which Procore tools support granular permissions?
Which fields in the Prime Contracts tool can be configured as required, optional, or hidden?
Which units of measure are included on Procore's master list?
Which units of measure are included on Procore's master list?
Why can I access the Prime Contracts tool if I can't view the prime contract?
Why can't I create a change order?
Why can't I edit or delete an 'Approved' change order?