Enable Financial Markup on a Prime Contract

Objective

To enable Procore's financial markup capabilities on a prime contract.

Background

You can enable financial markup capabilities on individual prime contracts. This gives your project user's the ability to apply financial markup to PCCos associated with a commitment as described in Add Financial Markup to Prime Contract Change Orders.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the project's Prime Contracts tool.

Steps

  1. Navigate to your project's Prime Contracts tool.

  2. Locate the contract to work with. Then click its Number link.

  3. In the contract, click the Advanced Settings tab.

  4. Click the Edit button.

  5. Under 'Financial Markup Settings', mark the Enable Financial Markup checkbox.

  6. Click Save.

Next Steps