Tutorials
Prime Contracts
- About the Prime Contracts Tool
- Add Filters to the Change Orders Tab on a Prime Contract
- Approve a Prime Contract
- Configure the Number of Prime Contract Change Order Tiers
- Create a Payment Received for a Prime Contract
- Create Prime Contracts
- Delete a Prime Contract
- Email a Prime Contract
- Export a List of Prime Contracts
- Export a Prime Contract
- Manage Rows & Columns in the Prime Contracts Tool
- Search for and Apply Filters to the Prime Contracts Tool
- Update the Schedule of Values on a Prime Contract
- View Prime Contracts
- View the Change History of a Prime Contract
Configuring Tasks
Integrations
Uncategorized
- Copy a Configurable Fieldset
- Create a Change Order Request for a Prime Contract
- Create a Configurable PDF of an Owner Invoice (Legacy)
- Create an Allowance and/or Contingency Report
- Create an Owner Invoice (Legacy)
- Create Budget Codes in Procore's Project Financials Tools
- Create Custom Sections
- Create New Custom Fields
- Delete a Prime Contract Change Order
- Determine the Order in Which Change Orders were Approved
- Edit a Commitment Change Order Linked to a Potential Change Order for a Prime Contract
- Edit a Configurable PDF of an Owner Invoice (Legacy)
- Email a Potential Change Order for a Prime Contract
- Email an Owner Invoice from the Prime Contracts Tool (Legacy)
- Export a Configurable PDF of an Owner Invoice (Legacy)
- Export an Owner Invoice (Legacy)
- Forward a Change Order to a Project User by Email
- Import a Prime Contract SOV from a CSV File
- Import Markup from another Prime Contract
- Link a Schedule of Values Line Item to a Change Event Line Item
- Navigate Procore's Tools
- Record Changes to Production Quantities in a Change Event
- Remove a Change Order from a Prime Contract
- Set or Release Retainage on an Owner Invoice in the Prime Contracts Tool (Legacy)
- Set Up the hh2 Synchronization Client for Exporting PCCOs
- Update the Schedule of Values on a Owner Invoice
- Update the Tool Settings for Contracts & Change Orders
- View Workflow Step Assignees and Duration for Prime Contracts
Change Orders
- Add a Related Item to a Prime Contract Change Order
- Add Filters to the Change Orders Tab on a Prime Contract
- Add Financial Markup to Prime Contract Change Orders
- Approve or Reject Prime Contract Change Orders
- Configure the Number of Prime Contract Change Order Tiers
- Record Changes to Production Quantities on a Potential Change Order for a Prime Contract
- Set a Designated Reviewer on a Potential Change Order
Owner Invoices
Prime Contracts (Beta)
- View a Prime Contract's Change Orders (Beta)
- View Prime Contracts (Beta)
- About Owner Invoices (Beta)
- Add Financial Markup to Prime Contract Change Orders
- Approve Owner Invoices (Beta)
- Approve Prime Contracts (Beta)
- Configure a Prime Contract's Advanced Settings (Beta)
- Create Prime Contract Change Orders (Beta)
- Create Prime Contracts (Beta)
- Delete Prime Contracts (Beta)
- Edit Prime Contracts (Beta)
- Export a Prime Contracts List (Beta)
- Export Prime Contracts (Beta)
- View a Prime Contract's Owner Invoices (Beta)