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Procore

主合同

Procore 中的主合同工具允许你轻松创建和管理与上游客户签订的合同,并跟踪所有变更通知单和相关项。

 
 
 
 
 
 
 
 
 
 
  • 创建包含全面分项价格表的主合同并管理合同访问权限
  • 从CSV导入分项价格表或按成本编号手动添加明细项
  • 通过电子邮件将完成的合同发送给主要利益相关方,并在获批时更改合同状态
  • 管理主合同变更通知单(PCCO)流程和审批工作流

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集成
工作流(BETA)

这些教程详细介绍了工作流工具的测试版。 要了解有关此版本的更多信息,请参阅关于工作流测试版计划。 有关公司级工作流工具的更多教程和常见问题,请参阅(测试版)工作流。

 Tip

To browse and search all Procore training videos, visit our video library.

Configure Prime Contract Settings
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Review a Prime Contract - Owner
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Prime Contract Change Order Tiers - Specialty Contractor

 

Configure Prime Contract Change Order Tiers

 

Configure Prime Contract Settings - Specialty Contractor

 

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send RFQs

 

Specialty Contractor as Client - Create a Prime Contract

 

Specialty Contractor as Client - Add Financial Markup to a Client Contract

 

Specialty Contractor as Client - Configure Prime Contract Order Tiers

 

Specialty Contractor as Client - Create Schedule of Values for a Prime Contract

 

Specialty Contractor as Client - Configure Prime Contract Settings

 

Configure Change Order Tiers for the Prime Contract Tool

 

Owner - Set up a Funding Source

 

Owner - Create a Funding Change Order

 

Owner - Create Schedule of Values for a Funding Source

 

Owner as Collaborator - Review a Prime Contract

 

Owner as Collaborator - Review PCCOs

 

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

 

Set Up a Prime Contract

 

Owner - Set Up Prime Contracts

 

Owner - Create Schedule of Values for a Prime Contract

 

Owner - Configure Change Order Tiers for the Prime Contract Tool

 

Specialty Contractor as Client - Create and Send RFQs

 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Configure Prime Contract Change Order Tiers
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Configure Prime Contract Change Order Tiers
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Configure Prime Contract Change Order Tiers
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Configure Prime Contract Settings
 
Create a Prime Contract
 
Create Schedule of Values for a Prime Contract
 
Add Financial Markup to a Prime Contract
 
Review a Prime Contract - Owner
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Prime Contract Change Order Tiers - Specialty Contractor

 

Configure Prime Contract Change Order Tiers

 

Configure Prime Contract Settings - Specialty Contractor

 

Create an Owner Invoice

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create and Send RFQs

 

Specialty Contractor as Client - Create a Prime Contract

 

Specialty Contractor as Client - Add Financial Markup to a Client Contract

 

Specialty Contractor as Client - Configure Prime Contract Order Tiers

 

Specialty Contractor as Client - Create Schedule of Values for a Prime Contract

 

Specialty Contractor as Client - Configure Prime Contract Settings

 

Configure Change Order Tiers for the Prime Contract Tool

 

Owner - Set up a Funding Source

 

Owner - Create a Funding Change Order

 

Owner - Create Schedule of Values for a Funding Source

 

Owner as Collaborator - Review a Prime Contract

 

Owner as Collaborator - Review PCCOs

 

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

 

Set Up a Prime Contract

 

Owner - Set Up Prime Contracts

 

Owner - Create Schedule of Values for a Prime Contract

 

Owner - Configure Change Order Tiers for the Prime Contract Tool

 

Specialty Contractor as Client - Create and Send RFQs

 

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主合同

下表突出显示了执行所述用户操作所需的用户权限。

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

任务 只读 标准 管理员
将利润加成添加到主合同变更通知单       icon-mindtouch-table-check.png
将相关项添加到主合同变更通知单       icon-mindtouch-table-check.png
批准主合同       icon-mindtouch-table-check.png
配置高级设置:主合同       icon-mindtouch-table-check.png
创建变更通知单请求       icon-mindtouch-table-check.png
为主合同创建已收付款       icon-mindtouch-table-check.png
创建业主发票       icon-mindtouch-table-check.png
创建主合同   icon-mindtouch-table-check.png + icon-mindtouch-table-check.png + icon-mindtouch-table-check.png
为主合同创建潜在变更通知单1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
创建主合同变更通知单       icon-mindtouch-table-check.png
从预算中创建分项价格表 (SOV)       icon-mindtouch-table-check.png
删除主合同   icon-mindtouch-table-check.png + icon-mindtouch-table-check.png + icon-mindtouch-table-check.png
编辑关联到主合同潜在变更通知单的合约变更通知单       icon-mindtouch-table-check.png
编辑主合同2   icon-mindtouch-table-check.png + icon-mindtouch-table-check.png + icon-mindtouch-table-check.png
编辑主合同的高级设置       icon-mindtouch-table-check.png
通过电子邮件发送业主发票       icon-mindtouch-table-check.png
通过电子邮件发送主合同的潜在变更通知单       icon-mindtouch-table-check.png
通过电子邮件发送主合同       icon-mindtouch-table-check.png
在主合同上启用利润加成       icon-mindtouch-table-check.png
导出业主发票       icon-mindtouch-table-check.png
导出主合同3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
筛选主合同变更通知单   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
导入主合同 CSV       icon-mindtouch-table-check.png
从主合同中删除变更通知单       icon-mindtouch-table-check.png
删除主合同变更通知单       icon-mindtouch-table-check.png
搜索主合同并为其添加筛选器   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
拟定主合同       icon-mindtouch-table-check.png
查看主合同2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
查看主合同的变更历史记录       icon-mindtouch-table-check.png

1 如果在“配置设置”页面中启用了“允许标准级别用户创建 PCO”复选框,则具有“标准”级别权限的用户只能创建 PCO。有关详细信息,请参阅配置高级设置:主合同

2具有“只读”和“标准”级别权限的用户只能查看私密的主合同,前提是他们已被添加到主合同的“私密”下拉列表中。

3具有“只读”或“标准”级别权限的用户只能导出为 PDF 文件格式。具有“管理员”级别权限的用户可以导出为 DOCX 和 PDF。

以下是项目主合同工具(在某些账户中也称为资金工具或客户合同工具)的重大更改。

最近更改

改进了主合同变更通知单可见性(2025 年 8 月 11 日)

Procore 通过重命名主合同列表中的相关 CO 字段,提高了主合同变更通知单(PCCO)的可见性。新名称可帮助用户快速识别变更通知单的类型并了解不同 PCCO 之间的关系。此更改简化了您的项目管理工作流,让您更快、更轻松地找到所需内容。

业主发票性能改进(2025 年 5 月 16 日)

Procore 显着增强了创建和加载业主发票的性能,从而提高了速度。业主发票功能现在通过汇总明细项来更有效地捕获变更历史记录中的变更,这对于大额发票特别有益。

自动固定列以改进主合同工具中的水平滚动(2025 年 5 月 12 日)

Procore 的主合同工具现在会自动将编号列固定在主合同表格上,类似于冻结电子表格中的列。这可使你在查看其他详细信息时保持基本数据可见。

为基于金额的会计的CSV导入添加了税务代码列(2025 年 5 月 12 日)

Procore 在主合同工具的CSV导入功能中引入了新的"税务代码"列,提高了财务数据管理的准确性和合规性。此新增功能简化了导入流程,减少了手动数据输入错误并改善了施工利益相关方的用户体验。要了解更多信息,请参阅从CSV文件导入主合同 SOV

变更通知单的增强自定义字段(2025 年 5 月 12 日)

Procore 更新了合约和主合同工具,以便在潜在变更通知单(PCO)上显示自定义字段。此增强功能允许用户更好地管理和自定义他们的变更通知单流程。要了解更多信息,请参阅什么是自定义字段以及哪些 Procore 工具支持它们?Procore 工具中的自定义字段有哪些字段类型?