Prime Contracts Tool SOP

Company Best Practices/ Intro
1. Project Managers:
2. Superintendents:
Prime Contracts Tool Step By Step Tutorials and "How To's"
1. Interactive Workflow Diagrams
Tutorials

Easily create and manage the contract with your client and keep track of all change orders and related items.

HIGHLIGHTS

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.

Company Best Practices/ Intro

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Click a box below to view the related tutorial.

Configure the Number of Prime Contract Change Order Tiers
Add Filters to the Change Orders Tab on a Prime Contract
Create a Commitment Change Order from a Prime Contract Change Order
Add Financial Markup to Prime Contract Change Orders
Record Changes to Production Quantities on a Potential Change Order for a Prime Contract
Remove a Change Order from a Prime Contract

These tutorials detail the Beta Version of the Prime Contracts tool. To learn more about this release, see Project Financials: (Beta) Modernized Experience for Prime Contracts.

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.