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Support Home > Products > Procore > Procore User Guide > Project Level > Budget > Tutorials > Import a ProEst Estimate for the Budget SOV

Import a ProEst Estimate for the Budget SOV

Objective

To import a project's Budget's Schedule of Values (SOV) into Procore by uploading an exported XML file from ProEst.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the Budget tool
  • Project data is not synchronized between your project in ProEst and Procore. If you make changes to the estimate in ProEst, you'll need to upload a revised version into Procore if you want the line items to match.

Steps

Export a Project Estimate from ProEst

If you do not have an XML file of your ProEst project, see Export a Project Estimate from ProEst.

Import a ProEst XML file into Procore

  1. Navigate to the project's Budget tool. 
  2. In the right pane, find the ProEst box, select your XML file and click the Import button.
    proest-import-budget.png
  3. Wait a few seconds for the file to be uploaded into Procore. Refresh the page in your web browser.
  4. Check the import and verify that all items of your budget were properly imported.
  5. If necessary, edit SOV line items.
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Last modified
09:44, 12 Aug 2016

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