Tutorials

Prime Contracts

About the Prime Contracts Tool

• Create Prime Contracts
• Update the Schedule of Values (SOV) on a Prime Contract
  • Add Line Items to a Schedule of Values (SOV) on a Prime Contract
  • Create a Prime Contract  SOV from the Project Budget
  • Import a Prime Contract SOV from a CSV File
  • Import a Prime Contract SOV from a ProEst® XML File
• Edit a Prime Contract
• Approve a Prime Contract
• Email a Prime Contract
• Export a Prime Contract to DOCX or PDF
• Export a List of Prime Contracts to CSV or PDF
• Delete a Prime Contract
• Manage Rows & Columns in the Prime Contracts Tool
• Search for and Add Filters to Prime Contracts
• View Prime Contracts
• View the Change History of a Prime Contract

Change Orders

Configure the Number of Prime Contract Change Order Tiers

• One (1) Tier Change Orders
  1. Create a Prime Contract Change Order (PCCO)
     • Add Financial Markup to Prime Contract Change Orders
     • Remove a Prime Contract Change Order
• Two (2) Tier Change Orders
  1. Create a Potential Change Order (PCO)
     • Remove a Potential Change Order or Change Order Request
  2. Create a Prime Contract Change Order (PCCO)
     • Add Financial Markup to Prime Contract Change Orders
     • Remove a Prime Contract Change Order
• Three (3) Tier Change Orders
  1. Create a Potential Change Order (PCO)
     • Edit a CCO Linked to a PCO
     • Email a Potential Change Order (PCO)
     • Remove a Potential Change Order or Change Order Request
  2. Create a Change Order Request (COR) for a Prime Contract
     • Remove a Potential Change Order or Change Order Request
  3. Create a Prime Contract Change Order (PCCO)
     • Add Financial Markup to Prime Contract Change Orders
     • Remove a Prime Contract Change Order
• Other Tasks
  • Add Filters to the Change Orders Tab on a Prime Contract
  • Create a Commitment Change Order from a Prime Change Order

Settings

• Configure Settings: Prime Contracts
• Edit the Advanced Settings Tab for a Prime Contract
• Enable Financial Markup on a Prime Contract

Owner Invoices

• Create an Owner Invoice
• Set or Release Retainage For All Line Items For an Owner Invoice
• Create a Configurable PDF of an Owner Invoice
• Edit a Configurable PDF of an Owner Invoice
• Email an Owner Invoice
• Export an Owner Invoice as a PDF, CSV or PDF with attachments
• Create a Payment Received

Integrations