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.png

  4. Click the Actions menu.
    estimating-standalone-actions-menu-.png

  5. Select Create Prime Contract.

  6. Choose grouping and accounting options.

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

See Also

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