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

  • 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.

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