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).
Procore has introduced the ability to automatically copy Prime Contract markup details from your project templates to new projects. When you create a project, key attributes such as Name, Percentage, Calculation Type, and Application Criteria carry over instantly to the Prime Contract added to the template. To learn more, see Create a New Project with Prime Contract Markups.
Procore improved the selective compounding experience for financial markups, making it clear which markups are compounded and how calculations are performed. The selective compounding dropdown now displays all relevant markups in sequence, with tooltips providing detailed breakdowns for greater calculation transparency and auditability. To learn more, see View Compounded Markup Details.
Procore has introduced the Import from Prime Contract feature within the Financial Markup tab, enabling users to seamlessly pull existing markup configurations from one Prime Contract to another within the same project. The Financial Markup tab now includes a dedicated button that streamlines the import process, supports both single and multiple contract scenarios, and ensures key markup fields are accurately mapped for ERP-integrated workflows. To learn more, see Import Markup from another Prime Contract.
Procore has enhanced the Financial Markup page layout to offer a more intuitive and improved user experience. The Add and Save buttons for both horizontal and vertical markups are now at the bottom of the respective tables. Navigation has been enhanced; however, the core functionality of the markup tools remains the same.
Procore has improved the visibility of Prime Contract Change Orders (PCCOs) by renaming the Related CO field in the Prime Contract list. The new name helps users quickly identify the type of change order and understand the relationships between different PCCOs. This change streamlines your project management workflow, making it faster and easier to find what you need.
Procore has significantly enhanced the performance of creating and loading Owner Invoices, resulting in much faster speeds. The Owner Invoices feature now captures changes in the Change History more efficiently by summarizing line items, which is particularly beneficial for large invoices.
Procore's Prime Contracts tool now automatically pins the Number column on the prime contracts table, similar to freezing columns in a spreadsheet. This keeps essential data visible while you view other details.
Procore has introduced a new 'Tax Code' column to the CSV import functionality for the Prime Contracts tool, enhancing the accuracy and compliance of financial data management. This addition streamlines the import process, reducing manual data entry errors and improving the user experience for construction stakeholders. To learn more, see Import a Prime Contract SOV from a CSV File.
Procore has updated the Commitments and Prime Contracts tools to display Custom Fields on Potential Change Orders (PCOs). This enhancement allows users to better manage and customize their change order processes. To learn more, see What are custom fields and which Procore tools support them? and What field types are available for Custom Fields in Procore Tools?