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Export a Project Estimate from ProEst

Objective

To export a project's estimate in ProEst so that you can use the file to import your project's data into Procore.

Background

ProEst (http://www.proest.com/) is a popular construction estimating software.

Things to Consider

  • By default, Procore's ProEst integration is not turned on and enabled for new Procore accounts. Contact support@procore.com to request access.
  • Procore's ProEst integration is a Company level (not Project level) setting.
  • In order to successfully import your ProEst estimate, your cost codes in ProEst and Procore must match.
  • You can only import contract SOV items. Change orders cannot be exported from ProEst and imported into Procore.

Training Video

 

Steps

  1. In the ProEst application, click on the project for which you want to export data.
  2. Click the Tools tab and then the Accounting button.
    proest-select-project.png
     
  3. Select 'Procore Technologies' and click Start. Make sure you know where the exported file will be saved to on your local computer. Change the destination folder, if necessary. 
    proest-select.png
     
  4. In the confirmation pop-up window, click Run. The .XML file will be exported to the specified destination folder.
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Last modified
09:25, 12 Aug 2016

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