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Procore

View Head Contracts

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Objective

To view a head contract in a Procore project.

Background

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

Things to Consider

  • Required User Permissions:
    • To view all contracts, 'Admin' level permissions on the project's Head Contracts tool 
    • To view contracts marked 'Private', 'Read-Only' or 'Standard' level permissions on the project's Head Contracts tool and you must be added as a member of the 'Private' list on the head contract. See Create Head Contracts.
    • To view contracts NOT marked 'Private', 'Read-Only' or 'Standard' level permissions on the project's Head Contracts tool. 
    • To view Change Orders NOT marked 'Private' on a Head Contract NOT marked 'Private', 'Read-Only or 'Standard' level permissions on the project's Head Contracts tool.
    • To view Change Orders marked 'Private' on a Head Contract NOT marked 'Private', 'Admin' level permissions on the project's Head Contracts tool. 
  • Additional Information:

Prerequisites

Steps

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

General

If the creator (or any editors) of the head 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 head contract.

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  • 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 head 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 head contract agreement. 
  • Contract Summary Report
    This area summarises the financial details of the head contract in a tabular format. This includes the contract amounts for: Original Contract, Approved Variations, Revised Contract, Pending Variations, Draft Variations, Owner Progress Claims, Payments Received, Percent Paid, and Remaining Balance Outstanding

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Schedule of Values

This tab lists all of the head contract's line items in a Schedule of Values (SOV). This lists all the costs associated with head contract agreement. To learn how to add this information to a head contract, see Update the Schedule of Values on a Head Contract.

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Variations

The Variations tab provides an overview of any Head Contract Variations, Potential Variations and Variation Requests associated with the head contract. You can view the status, the amount and due date for each variation. You can export your head 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. 

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Progress Claims

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

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Payments Received

The Payments Received tab lists all progress claims 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 for a Head Contract.

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Related Items

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

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Emails

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

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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 Head Contract.

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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 Head Contract Variations.

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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 on a Head Contract

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