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