Create a Prime Contract from an Estimate

Things to Consider

  • Required User Permissions

  • To send an estimate to the budget, the estimate must be set as the primary estimate as indicated with a checkmark icon-green-checkmark.png icon.

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

 Note

To ensure process streamlining, clear accountability, and the prevention of potential discrepancies or overlaps, the Estimating section is authorized to issue a single Purchase Order (PO) and a single Prime Contract for each distinct estimate developed.

Steps

  1. Navigate to the project's Estimating tool.

  2. Click the Estimating tab.

  3. Select the estimate.
    estimate-selection-menu.png

  4. Click the Actions menu.
    estimate-actions-menu.png

  5. Select Create Prime Contract.

  6. Choose grouping and accounting options.

  7. Review the data.

  8. Click Send to Prime Contract.
    send-to-prime-contract.png

See Also

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