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Procore

Prime Contracts Tool SOP

Easily create and manage the contract with your client and keep ACMECONSTRUCTION_SMALL.pngtrack 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

Project Managers:

 

Superintendents:

 

 

 

 

Prime Contracts Tool Step By Step Tutorials and "How To's"

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

View as: Owner

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Interactive Workflow Diagrams

Click a box below to view the related tutorial.


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

Tutorials

About the Prime Contracts Tool

Integrations