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Procore

Esticom: Create a Purchase Order in Procore from an Esticom Estimate

This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: February 04, 2021


 

Use an Esticom Estimate to Create a Purchase Order and SoV for a Procore Project

Accounts using the Procore and Esticom integration can now create a purchase order (PO) for a Procore project directly from the estimating screen in Esticom. The Schedule of Values (SoV) with Unit-based values is automatically created from the estimate, and any estimate type can be used to generate the SoV.

Previously, users needed to manually enter data or use CSV exports and imports. This release ensures that users can create a PO SoV contextually with their quantity-based estimate while performing a takeoff or estimate.

 

esticom-PO-export.png

Steps

  1. Navigate to the project's Estimating page in Esticom.
  2. Click the vertical ellipsis  icon on the right side of the page.
  3. Click Export Estimate to Procore Project

See Also

 

If you would like to ask questions or share any feedback, please contact support@esticom.com.