元請契約

Procore の元請契約ツールを使用すると、上流クライアントとの契約を簡単に作成および管理し、すべての変更指示と関連項目を追跡できます。

包括的な価値表を含む元請契約を作成し、契約のアクセス許可を管理します
CSV から価値表をインポートするか、費用コードごとに項目を手動で追加します
完了した契約を主要な関係者に電子メールで送信し、承認されたら契約ステータスを変更します
元請契約変更指示 (PCCO) プロセスと承認ワークフローを管理する

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よくある質問 (すべて表示)

クイックリンク

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iOS
Android

Configure Prime Contract Settings

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Review a Prime Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Prime Contract Change Order Tiers - Specialty Contractor

Configure Prime Contract Change Order Tiers

Configure Prime Contract Settings - Specialty Contractor

Create an Owner Invoice

Create and Send RFQs

Specialty Contractor as Client - Create a Prime Contract

Specialty Contractor as Client - Add Financial Markup to a Client Contract

Specialty Contractor as Client - Configure Prime Contract Order Tiers

Specialty Contractor as Client - Create Schedule of Values for a Prime Contract

Specialty Contractor as Client - Configure Prime Contract Settings

Configure Change Order Tiers for the Prime Contract Tool

Owner - Set up a Funding Source

Owner - Create a Funding Change Order

Owner - Create Schedule of Values for a Funding Source

Owner as Collaborator - Review a Prime Contract

Owner as Collaborator - Review PCCOs

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Set Up a Prime Contract

Owner - Set Up Prime Contracts

Owner - Create Schedule of Values for a Prime Contract

Owner - Configure Change Order Tiers for the Prime Contract Tool

Specialty Contractor as Client - Create and Send RFQs

Configure Prime Contract Change Order Tiers

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Create an Owner Invoice

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Create an Owner Invoice

Configure Prime Contract Settings

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Review a Prime Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Prime Contract Change Order Tiers - Specialty Contractor

Configure Prime Contract Change Order Tiers

Configure Prime Contract Settings - Specialty Contractor

Create an Owner Invoice

Create and Send RFQs

Specialty Contractor as Client - Create a Prime Contract

Specialty Contractor as Client - Add Financial Markup to a Client Contract

Specialty Contractor as Client - Configure Prime Contract Order Tiers

Specialty Contractor as Client - Create Schedule of Values for a Prime Contract

Specialty Contractor as Client - Configure Prime Contract Settings

Configure Change Order Tiers for the Prime Contract Tool

Owner - Set up a Funding Source

Owner - Create a Funding Change Order

Owner - Create Schedule of Values for a Funding Source

Owner as Collaborator - Review a Prime Contract

Owner as Collaborator - Review PCCOs

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Set Up a Prime Contract

Owner - Set Up Prime Contracts

Owner - Create Schedule of Values for a Prime Contract

Owner - Configure Change Order Tiers for the Prime Contract Tool

Specialty Contractor as Client - Create and Send RFQs

次の表は、説明されているユーザーアクションを実行するために必要なユーザー権限を示しています。

タスク	読み取り専用	標準
元請契約変更指示に財務マークアップを追加する
関連項目を元請契約変更指示に追加する
プライム契約の承認
詳細設定を構成する: 元請契約
変更指示依頼の作成
元請契約の受領済み支払いを作成する
発注者への請求書を作成する
元請契約を作成する	+	+
元請契約の変更指示案を作成する ¹
元請契約変更指示を作成する
予算から価値表 (SOV) を作成する
元請契約を削除する	+	+
元請契約の変更指示案にリンクされた委託契約・発注の変更指示を編集する
元請契約を編集する ²	+	+
元請契約の詳細設定を編集する
施主への請求書を電子メールで送信する
元請契約の変更指示案を電子メールで送信する
元請契約を電子メールで送信
元請契約で財務マークアップを有効にする
発注者への請求書をエクスポートする
元請契約をエクスポートする ³
元請契約変更指示のフィルタリング
元請契約の CSV をインポートする
元請契約から変更指示を削除する
元請契約変更指示を削除する
元請契約のフィルターを検索して追加する
元請契約を設定
元請契約を表示 ²
元請契約の変更履歴を表示する

¹ 「標準」レベルの権限を持つユーザーは、[設定の構成] ページで [標準レベルのユーザーに変更指示案の作成を許可する] チェックボックスが有効になっている場合にのみ変更指示案を作成できます。詳細については、「詳細設定を構成する: 元請契約」を参照してください。

² 「読み取り専用」および「標準」レベルの権限を持つユーザーは、元請契約の「非公開」ドロップダウンリストに追加されている場合にのみ、非公開の元請契約を表示できます。

³ 「読み取り専用」または「標準」レベルの権限を持つユーザーは、PDF ファイル形式にのみエクスポートできます。「管理者」レベルの権限を持つユーザーは、DOCX と PDF の両方にエクスポートできます。

以下は、プロジェクトの元請契約ツール (一部のアカウントでは資金調達ツールまたはクライアント契約ツールとも呼ばれます) の注目すべき変更点です。

元請契約

変更指示

構成タスク

施主への請求書

統合

元請契約 (ベータ版)

ワークフロー (ベータ版)

Tip

Configure Prime Contract Settings

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Review a Prime Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Prime Contract Change Order Tiers - Specialty Contractor

Configure Prime Contract Change Order Tiers

Configure Prime Contract Settings - Specialty Contractor

Create an Owner Invoice

Create and Send RFQs

Specialty Contractor as Client - Create a Prime Contract

Specialty Contractor as Client - Add Financial Markup to a Client Contract

Specialty Contractor as Client - Configure Prime Contract Order Tiers

Specialty Contractor as Client - Create Schedule of Values for a Prime Contract

Specialty Contractor as Client - Configure Prime Contract Settings

Configure Change Order Tiers for the Prime Contract Tool

Owner - Set up a Funding Source

Owner - Create a Funding Change Order

Owner - Create Schedule of Values for a Funding Source

Owner as Collaborator - Review a Prime Contract

Owner as Collaborator - Review PCCOs

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Set Up a Prime Contract

Owner - Set Up Prime Contracts

Owner - Create Schedule of Values for a Prime Contract

Owner - Configure Change Order Tiers for the Prime Contract Tool

Specialty Contractor as Client - Create and Send RFQs

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Configure Prime Contract Change Order Tiers

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Configure Prime Contract Change Order Tiers

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Configure Prime Contract Change Order Tiers

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Create an Owner Invoice

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Create an Owner Invoice

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Configure Prime Contract Settings

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Review a Prime Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Prime Contract Change Order Tiers - Specialty Contractor

Configure Prime Contract Change Order Tiers

Configure Prime Contract Settings - Specialty Contractor

Create an Owner Invoice

Create and Send RFQs

変更指示のカスタムフィールドの強化 (2025 年5月 12 日)