Head Contract

Before creating a head contract, ensure that the following is set up by using these instructions. (Create a Project)

• Client vendor (Add Companies)
• Cost codes (Create a Project - steps 4-5)
• Billing dates (Create a Project - step 6-7)

1. Procore > Project > Head Contracts tool > Create Head Contract 
   • Owner/Client 
   • Title 
   • Status Approved 
   • Add contract detail line item
   • Budget code: Head contract code
   • Description 
   • Amount
   • Create
2. For claiming, click on the number of the Head Contract that is to be claimed > + Create > Create Progress Claim 
   • Progress Claim No: Leave as is 
   • Billing Period: Month to be claimed 
   • Click Create 
3. Ensure you're in Beta mode (Enable Owner Invoice Beta) 
   • Edit General Information: Billing Date is the invoice date (today's date) 
   • Edit Schedule of Values > put amount into This Period ($) or percentage into This Period (%)
   • Don't use the Materials Presently Stored column, instead put any materials directly into This Period ($). 
   • Check total at the bottom 
   • Click Create 
4. Check Summary Preview 
5. Export PDF > Download 
6. Check it before sending to client 
7. Once client approves the claim > change Progress Claim status to Approved - this will push it through to Xero 
8. Tell Accounts that it's in Xero and send them the claim > they'll send it to you to check, then either the PM or Accounts will send it to the client with the claim attached. 

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Overview