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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Prime Contract

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

Task	Read Only	Standard
Add Financial Markup to Prime Contract Change Orders
Add a Related Item to a Prime Contract Change Order
Approve a Prime Contract
Configure Advanced Settings: Prime Contract
Create Change Order Request
Create Payment Received for a Prime Contract
Create Owner Invoices
Create a Prime Contract	+	+
Create a Potential Change Order for a Prime Contract ¹
Create a Prime Contract Change Order
Create Schedule of Values (SOV) from the Budget
Delete a Prime Contract	+	+
Edit a Commitment Change Order Linked to a Potential Change Order for a Prime Contract
Edit a Prime Contract ²	+	+
Edit the Advanced Settings on a Prime Contract
Email Owner Invoices
Email a Potential Change Order for a Prime Contract
Email Prime Contract
Enable Financial Markup on a Prime Contract
Export Owner Invoices
Export a Prime Contract ³
Filter Prime Contract Change Orders
Import a Prime Contract CSV
Remove a Change Order from a Prime Contract
Delete a Prime Contract Change Order
Search for and Add Filters to Prime Contracts
Set Up a Prime Contract
View Prime Contract ²
View the Change History of a Prime Contract

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

improved navigation for schedule of values (04/19/2024)

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates.

Owner Invoices added to Workflows Open Beta (03/13/2024)

Owner Invoices has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Invoice Workflow.

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.

Prime Contracts

Change Orders

Configuration Tasks

Owner Invoices

Integrations

Prime Contracts (BETA)

Workflows (BETA)

Wskazówka

Prime Contract

Recent Changes

improved navigation for schedule of values (04/19/2024)

Owner Invoices added to Workflows Open Beta (03/13/2024)

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