Create a Prime Contract from an Estimate

Objective

To create a prime contract from an estimate in a Procore project.

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. Navigate to the project's Estimating tool.
2. Click the Estimating tab.
3. Select the estimate.
   
4. Click the Actions menu.
   
5. Select Create Prime Contract.
6. Choose grouping and accounting options. 
7. Click Send to Prime Contract.
   

See Also

• Send an Estimate to the Budget
• Create a Purchase Order from an Estimate
• Add an Estimate
• How do cost types from Procore Estimating map to Procore's Budget tool?