Prime Contracts
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Head Contracts tool?
Action | None | Read Only | Standard | Admin | Notes |
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Add Financial Markup to Prime Contract Change Orders |
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Add a Related Item to a Prime Contract Change Order |
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Approve a Prime Contract |
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Configure Advanced Settings: Prime Contract |
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Create Change Order Request |
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Create Payment Received for a Prime Contract |
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Create Owner Invoices |
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Create a Prime Contract |
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Create a Potential Change Order for a Prime Contract |
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| Users with 'Standard' level permissions can only create a PCO if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the tool's Settings. | ||
Create a Prime Contract Change Order |
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Create Schedule of Values (SOV) from the Budget |
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Delete a Prime Contract |
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Edit a Commitment Change Order Linked to a Potential Change Order for a Prime Contract |
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Edit a Prime Contract (Not Private) |
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Edit a Prime Contract (Private) |
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| Users with 'Read Only' and 'Standard' level permissions must also be added to the 'Private' drop-down list on the prime contract. | |
Edit the Advanced Settings on a Prime Contract |
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Email Owner Invoices |
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Email a Potential Change Order for a Prime Contract |
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Email Prime Contract |
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Enable Financial Markup on a Prime Contract |
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Export Owner Invoices |
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Export a Prime Contract (PDF) |
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Export a Prime Contract (DOCX) |
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Filter Prime Contract Change Orders |
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Import a Prime Contract CSV |
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Remove a Change Order from a Prime Contract |
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Delete a Prime Contract Change Order |
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Search for and Add Filters to Prime Contracts |
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Set Up a Prime Contract |
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View Prime Contract (Not Private) |
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View Prime Contract (Private) |
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| Users with 'Read Only' and 'Standard' level permissions must also be added to the 'Private' drop-down list on the prime contract. | |
View the Change History of a Prime Contract |
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