(Beta) Edit Prime Contracts

Objective

Background

You can edit a contract at any time. To safeguard your contract financial data from inadvertent adds, updates, or deletions, only users with the 'Required User Permissions' can edit a contract. In addition, Procore's default setting is to restrict users from editing the Schedule of Values (SOV) when the contract is in the 'Approved' status.

Things to Consider

Required User Permissions:
- 'Admin' level permissions on the project's Prime Contracts tool.
Additional Information:
- Procore's default setting is to restrict all users from editing a prime contract's SOV when a contract is in the 'Approved' status. For example, you cannot edit an SOV on a prime contract in the 'Approved' status. This is also true when the SOV on Prime Contract Change Order (PCCO) or owner invoice is in the 'Approved' status.
- Although it is an uncommon setting to turn ON, you can configure a contract so users with the 'Required User Permissions' can edit the contract in any status. To learn more, see What is the 'Enable Always Editable Schedule of Values' setting?

Prerequisites

Create Prime Contracts or (Beta) Create Prime Contracts

Steps

Edit a Prime Contract

Navigate to the project's Prime Contracts tool.
Locate the contract to update in the list.
Click its Number link to open it.
Click the Edit Contract button.
Choose from these options:

Edit the Basic Information

Edit the General Information

Edit the Access Privileges

Edit the Dates

Edit the Inclusions and Exclusions

Edit the Accounting Method

Edit the Schedule of Values

You have these options when editing an SOV:

Edit a Line Item
Add and Delete Line Items
Rearrange Line Items

Edit a Line Item

You can edit an existing line item using the inline editing function. Simply click one of the data cells and replace the existing content.

Add and Delete Line Items

Navigate to contract.
Click the Schedule of Values tab.
Click the elipsa pionowa (⋮). Then choose one of these options:
- Add Above. Select this option to add a line item above the current line item. Added line items are recorded in the contract's 'Change History' tab.
- Add Below. Select this option to add a line item below the current line item. Added line items are recorded in the contract's 'Change History' tab.
- Delete. Select this option to delete the current line item. Deleted line items are recorded in the contract's 'Change History' tab.
Click Save.

Rearrange Line Items

To move a line item to the top of the list, click the cell that you want to move. Then type "1" in the list. This moves the selected line to the top of the list and adjusts all the existing line items into ascending consecutive order.

Edit the Attachments

You can add or delete attachments from a prime contract. You can add and delete attachments when the contract is in any status.

Add Attachments

Delete Attachments

To delete an attachment:

On the 'Attachments' card, click Edit.
Click the (x) on the file that you want to delete.
Click Save on the 'Attachments' card.