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Procore Estimating: Create a Purchase Order from an Estimate

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


 

Create a Purchase Order and SOV for a Procore Project from an Estimate

Users can now create a purchase order (PO) for a Procore project directly from the estimating screen in Procore Estimating. 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 Procore Estimating.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png 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@procore.com.