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Procore (en-GB)

View Main Contracts

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Objective

To view a main contract in your Procore project.

Background

Once created, users with the required user permissions can view a project's main contracts using the steps below. 

Things to Consider

  • Required User Permissions:
    • To view all prime contracts, 'Admin' on the projects Main Contracts tool 
    • To view a main contract that has NOT been marked as 'Private', 'Read-Only' or 'Standard' level permissions on the project's Main Contracts tool. 
    • To view a main contract marked 'Private', 'Read-Only' or 'Standard' level permissions on the project's Main Contracts tool and you must be added as member of the 'Private' list on the main contract. See Create Main Contracts.
  • Additional Information:

Prerequisites

Steps

  1. Navigate to the project's Main Contracts tool. 
  2. Locate the prime contract to view in the Main Contracts list. 
  3. Click the Number link to open the select main contract. 
  4. View the contract's information by clicking the following tabs:

General

If the creator (or any editors) of the main contract chooses to include the information, this tab contains important overview information, contract dates, additional information about contract inclusions/exclusions and a financial summary of the main contract.

main-contract-tab-general.png

  • General Information
    This area lets you view important background and overview information associated with the contract. This includes the Contract #, Title, Owner/Client, Contractor, Architect/Engineer, Created By, Status, Executed (Yes/No), Private (Yes/No), Default Retention, and Description. It also includes download links so you can review one or all attachments. 
  • Contract Dates
    This area lets you view these important dates associated with the main contract: Date Created, Start Date, Estimated Completion Date, Actual Completion Date, Signed Contract Received Date, and Contract Termination Date
  • Additional Information
    This area lets you view legal information detailing any inclusions and exclusions associated with the main contract agreement. 
  • Contract Summary Report
    This area summarises the financial details of the main contract in a tabular format. This includes the contract amounts for: Original Contract, Approved Variations, Revised Contract, Pending Variations, Draft Variations, Owner Payment Applications, Payments Received, Percent Paid, and Remaining Balance Outstanding

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Programme of Values

This tab lists all of the main contract's line items in a Bill of Quantities (BOQ). This lists all the costs associated with main contract agreement. To learn how to add this information to a main contract, see Update the Bill of Quantities (BOQ) on a Main Contract.

main-contract-tab-boq.png


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Variations

The Variations tab provides an overview of any Main Contract Variations (PCCOs), Potential Variations (Main PCOs), and Variation Requests (CORs) associated with the main contract. You can view the status, the amount and due date for each variation. You can export your main contract or a variation log to the DOCX or PDF file format as well as download individual variations to the CSV or PDF file format. 

main-contract-tab-change-orders.png


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Payment Applications

The Payment Applications tab lists all of the owner payment applications created on the project. It also shows the 'Payment Due' and 'Percentage Complete' amount. To learn how to create payment applications, see Create an Owner Payment Application. You can export your main contract to the DOCX or PDF file format as well as download a list of payment applications to the CSV or PDF file format. 

main-contract-tab-payment applications.png


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Payments Received

The Payments Received tab lists all payment applications that have been received. You can also click the Edit button to enter new payments received in the New Payment section. See Create a Payment Received.

main-contract-tab-payments-received.png

 


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Related Items

The Related Items tab lists any related items you may have added to the Main Contract. Items from any of the other tools in your project can be linked to the Main Contract. To learn more, see Add a Related Item to a Main Contract Variation and What are "related items" in Procore?

main-contract-tab-related-items.png

 


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Emails

The Emails tab lists all of the email messages sent and received in relation to the selected main contract. To send emails from Procore, simply click New email. To send emails to Procore about this main contract, send a message to the Procroe email address listed in the BLUE information banner. See Email a Main Contract.

main-contract-tab-emails.png


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Change History

The Change History tab shows the date and time that various actions were performed. See View the Change History of a Main Contract.

main-contract-tab-change-history.png

 


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Financial Markup

The Financial Markup tab shows the horizontal and vertical markup settings applied to the line items on the contract's variations. See Add Financial Markup to Main Contract Variations (PCCOs).

main-contract-tab-financial-markup.png

 


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Advanced Settings

The Advanced Settings tab allows you to configure a variety of settings on the contract. To learn more, see Edit the Advanced Settings Tab on a Main Contract

main-contract-tab-advanced-settings.png


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