Create a Prime Contract in Procore Estimating

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions to the project's Estimating AND Budget tools.

  • Additional Information:

    • The estimate has to be sent to the budget before you can create a prime contract.

Steps

  1. Log in to Procore Estimating and select the relevant project.

  2. Click the Estimating tab.

  3. Select the estimate.
    Estimate Selection Menu

  4. Click the Actions menu.
    Estimating Standalone Actions Menu

  5. Select Create Prime Contract.

  6. Choose grouping and accounting options.

  7. Click Send to Prime Contract.
    Send To Prime Contract

See Also

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