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About the Head Contracts Tool

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Objective 

To learn about the options in the Head Contracts tool. 

Background 

The data table in the Head Contracts tool lists all of the contracts on your project. The features available in this tab also provide you with the ability to:

  • Control table row and column configurations. Optimise your tool's workspace by changing the width and height of the table's rows. You can also easily show and hide the columns of your choice, quickly change the column sorting, automatically size one or all columns and pin columns to keep them in place on your page. 
  • Apply filters to analyse data. Apply filters to improve your ability to analyse your data. When applying a filter, Procore shows only the line items that meet your criteria and hides the line items that don't. You can then export or print your data with the filters applied. 
  • Apply groupings to focus on subpopulations. Group your contracts in meaningful categories. Want to see all the contracts in the 'Draft' status? Or to view all contracts for a specific contractor or vendor? Apply the grouping and change the grouping order to nest the table's data. 
  • Streamlined viewing and navigation experience. A clean table layout provides you with the best possible viewing and navigation experience so you don't have to spend your time jumping around to look at data. 

Things to Consider 

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Head Contracts tool. 
       Note
      • To perform certain tasks, you may need additional user access permissions.
      • To learn about the required user permissions for each task, see a tutorial link below. 

Prerequisites 

Example

prime-contracts-table.png

Features

The table below summarises all of the tasks that you can perform with the features in the project's Head Contracts tool. To create and view reports using data from your project's Head Contracts tool, use the Project level Reports tool. See Create a Custom Project Report. 

  Feature Description To learn more…
1 Head Contracts Lists all of the head contracts in your Procore project. You can create one (1) or multiple head contracts for per project. 
2 Export Head Contracts List  Exports a list of all head contracts as a Microsoft Word (DOCX) file or a Portable Document Format (PDF) file.
3 Create Button Create new head contracts for your project. You can create one (1) or multiple head contracts on each Procore project. 
4 Search Click the icon-search.png magnifying glass to expand the search field. Then enter your keywords and press ENTER or click the icon-search.png magnifying glass again to initiate your search. 
5 Filters Apply filter options to your contracts table. 
6 Sorting Click the BLUE arrow on a column to apply the ascending or descending sort order. 
7 Overflow Menu Hover your mouse cursor over a column until the More menu appears. Then click it to see your options. 
8 Grouping Select one or more columns to group the data in your contracts table. 
9 Table Settings Click the Table Settings button to open a pane on the right side of the table where you can manage row size, column display and more. 
10 Contract Number Hyperlink Click the contract number hyperlink to open the corresponding head contract. 
11 Owner/Client Hyperlink Click the owner/client hyperlink to open the corresponding company record in the project's Directory tool. 
12 Head Contract Status View the status of a head contract inline. 
  • If you have the required user permissions, you can change the status when you Edit a Head Contract.
13 Expand Click the BLUE arrow on a head contract line item to open an expanding drawer that lists any variations associated with your head contract. Click the arrow again to close the drawer. 
12 View Variations If your contract has any associated variations, you can click the down arrow to expand the table to show the associated variations. 
  • If you have the required user permissions to the Variations tool, you can also follow the steps in View Variations.
15 Variation Status View the status of a head contract variation. 
  • If you have the required user permissions to the Variations tool, you can also change status when editing a variation. See Edit a Variation.
16 Grand Totals View grand totals for all of the currency- and number-formatted columns in your table.