Create a Head Contract from an Estimate

Objective

To create a head 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.
The estimate has to be sent to the budget before you can create a head contract.

Note

To ensure process streamlining, clear accountability, and the prevention of potential discrepancies or overlaps, the Estimating section is authorised to issue a single Purchase Order (PO) and a single Head Contract for each distinct estimate developed.

Steps

Navigate to the project's Estimating tool.
Click the Estimating tab.
Select the estimate.
Click the Actions menu.
Select Create Head Contract.
Choose grouping and accounting options.
Review the data.
Click Send to Head Contract.