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Procore

Export a Project Estimate from ProEst

Objective

To send a project's estimate from ProEst to Procore so that you can use your project's data in Procore.

Background

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

Things to Consider

  • By default, Procore's ProEst integration is NOT enabled in new Procore company accounts.
  • To enable ProEst, your company's Procore Administrator can submit a request to your company's Procore point of contact. 
  • 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.

Steps

Enable the Procore Integration

  1. Log in to ProEst and go to System Settings > Company setup and click the Integration tab.
  2. Enable the Procore integration. This will prompt for a user name and password for Procore.
  3. Once connected successfully, close the login window.

enable-procore.png

Setup Procore

  1. Click the Setup icon to access Procore Setup. There are four sections that need to be selected:
  • Procore Company
  • Project Template
  • Cost Code List
  • Cost Types (use Procore Cost Type Abbreviations) mapping
  1. Click on Synchronize now - This will bring in Select Cost Codes to ProEst Accounting Codes
Optional Setup
  1. Included Documents: This will send any documents loaded into ProEst to Procore.  Any documents that were used in Takeoff would go to Drawings, all other documents will go to Procore Documents.
  2. Sub Jobs: This will create Sub Jobs in Procore Budget when sending estimates over to Procore based on Sort Type assigned in setup.  (Be sure to have Sub Jobs enabled in Project Template being used.)
  3. Commitments: Will create a PO or SO in Procore with individual line items description, Quantities, Unit Cost, and Total.
    1. Purchase Order:  Need to select Sort Type grouping to use to break out each purchase order along with what Cost Type to send across.
    2. Subcontractor: Need to select Sort Type grouping to use to break out each purchase order along with what Cost Type to send across.

proest-company-setup.png

Estimate Setup

All items in Estimate need to have an accounting code assigned to each cost type being utilized in the item.

estimate-setup.png

Sending Estimate

  1. Go to Estimate Details.
  2. Change Status to status with Closed Won stage.
  3. Click Save.
Optional

Before clicking Save you can select an estimate to go to an existing Project and Update the budget.

  • Will overwrite budget amount of existing cost codes.
  • Will add new Cost Code and budget if not existing.
  • Will Not Delete Cost Codes that were existing in Procore Budget but not ProEst.
     

estimate-send.png

Sending Change Event

  1. Go to Estimate Details.
  2. Change Status to status with Closed Won stage.
  3. Select Procore Project. 
  4. Select Change Event in Procore Setup.
  5. Click on Save.

History

  1. To see if the estimate was sent successfully, go to History in Company setup.
  2. Go to System Setting > Company Setup click on History Tab.
  3. Click on Status to open details of any Failed or Successful attempts.

See Also