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Procore

Estimating

Upload plans and perform a quantity takeoff using a customizable database of parts, assemblies, equipment and services. Leverage auto-count and plan overlay to speed up the takeoff process. Takeoff data flows directly to construction estimating software ensuring ease of use. Simply adjust material prices, labour units, profit margins and create a customer-facing construction proposal.

  • Add Items to Cost Catalog
  • Create Assemblies
  • Import Catalog Items
  • Add Takeoffs
  • Create alternate estimates
  • Create change orders on estimates
  • Send Estimates to Budget

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 Note
See Cost Catalog for additional videos related to Procore Estimating.
 Tip

To browse and search all Procore training videos, visit our video library.

Add Estimates
 
Add Takeoffs
 
Add a 3D Model Takeoff
 
Assign Work Breakdown Structure Budget Codes to an Estimate
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Auto-Count

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Add Takeoffs and Basic Mouse Controls

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Import Parts and Assemblies in Bulk

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update Plan Names

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update Plan Revisions

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Add Multiple Takeoffs Simultaneously

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Project

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create Alternate Estimates

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create Groups

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create Parts and Assemblies

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Estimate Basics

 

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Project Dashboard

 

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Replace an Existing Takeoff with a New Part or Assembly

 

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Set a Plan Scale

 

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Upload Plans

 

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Electrical Guided Tour

 

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Guided Tour with Procore Integration

 

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Plumbing Guided Tour

 

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Advanced Estimating with Power User Mode

 

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Build a Project Template

 

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Fire Alarm Guided Tour

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

HVAC Guided Tour

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Procore Estimating Guided Tour

 

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Residential Flooring Guided Tour

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Residential Painting Guided Tour

 

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Roofing Guided Tour

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Invite Users

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Budget Guided Tour

 

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Estimating

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

Action None Read Only Standard Admin Notes

Add 3D Model Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Add 3D Model Takeoffs Using Auto-Mapping

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Add an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
 

Add and Manage Internal Notes in a Bid Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add and Manage Tasks in a Bid Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Items to a Cost Catalog

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool.

Add a Change Order for an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Project level Change Events tool.

Assign a Budget Code from an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Estimating Tool Settings

 Web

      icon-mindtouch-table-check.png Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool.

Copy a Group to Another Project

 Web

      icon-mindtouch-table-check.png  

Copy or Move a Group to Another Estimate

 Web

      icon-mindtouch-table-check.png  

Copy a Takeoff Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Copy Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Create a Prime Contract from an Estimate

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Create a Purchase Order from an Estimate

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Delete Documents from a Bid Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Takeoff Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Delete Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Download Documents from a Bid Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Bid Proposal with the Proposal Builder

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Custom Fields for a Bid Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Customer Information for a Bid Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit the Estimate Overview for a Bid Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Expand or Collapse Takeoff Groups

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Export a Bid

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Generate a Bid Proposal

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Lock and Unlock Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Merge Estimates

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Move Takeoff Layers to a New Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Rename a Takeoff Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Respond to a Bid Invitation

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Run Automated Area Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Search for Model Objects in Estimating

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Send a Change Order to the Change Events Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Project level Change Events tool.

Send an Estimate to the Budget

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Set the Drawing Scale for Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Show or Hide Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Split Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Upload Documents from a Bid Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View 3D Models in Estimating

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

 

Below are the notable changes to the project's Estimating tool.
Note: See Cost Catalog Release Notes for related release notes.

Recent Changes

Preview a Purchase Order before Creating (02/23/2024)

When creating a purchase order from an estimate, you can now see a preview before the purchase order is created. See Create a Purchase Order from an Estimate.

Subparts Displayed when Exporting an Estimate to Excel (02/23/2024)

When exporting an estimate to excel, you can now see subparts in assemblies. With this update, the cost of the subparts show within the assembly, but the line item for the full assembly is $0. If an assembly price is overridden, the assembly price is shown, but the subparts show as $0. This is so the calculations remain accurate and information is not double-counted. In the future, you will be able to see the prices for both parts and assemblies in the export. See Export an Estimate.

New Preview When Sending a Change Order to the Change Events Tool(02/08/2024)

When you send a change order to the Change Events tool from an estimate, a new preview is available. On the preview screen, you can select to only send costs to the Change Events tool, or send the entire change order including adjustments. See Send Change Orders to the Change Events Tool.

Section Box Tool for 3D Models (01/22/2024)

The Section Box tool has been added when viewing a model in the Estimating tool. The Section Box tool allows builders and contractors to effectively visualize and analyze the internal structure of a building (such as the placement of pipes, ducts, and electrical systems). Builders and contractors can identify potential clashes or conflicts between different systems before construction begins, helping to reduce errors and improve the overall efficiency of the building process. See View 3D Models in Estimating.

New Preview When Creating a Prime Contract from an Estimate (01/16/2024)

A preview is now shown when taking the action to create a prime contract from the Estimating tab in the Estimating tool. See Create a Prime Contract from an Estimate.

Regional Display for Date and Time (01/16/2024)

The date and time fields in the Estimating tool now reflect the regional format of the language in your user profile's settings. To change the language of your user profile, see Change Your Account Language in 'My Profile Settings'.

Manage Project or Company Level Budget Codes in Estimating (01/10/2024)

When managing budget codes in the Estimating tab, you can now manage both Project and Company level settings. See Assign Budget Codes from an Estimate

Search for Model Objects in The Estimating Tool (12/14/2023)

You can now search for model objects when viewing a 3D model in the Estimating tool. See Search for Model Objects in Estimating.

Enhanced Estimating layout (12/13/2023)

There is now an enhanced estimating layout option that provides a simplified view of estimates and gives you greater control when exploring your estimate details in Procore. See Procore Estimating: Enhanced Estimating Layout.

ERP COST CODES AVAILABLE IN THE COST CATALOG (12/01/2023) 

ERP Cost Codes can now be added to the Cost Catalog for ERP-integrated companies. When using the Cost Catalog, you ERP codes can be applied across all projects using the Estimating and Bid Board tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalog.

View Cover and Appendix Pages for Bid Proposals (11/30/2023)

When looking at a bid proposal on the bid tab, you can preview the cover page or appendix page by clicking the open in new tab icon-open-in-new-tab.png icon. See Generate a Bid Proposal.

Edit Cost Item Description In Line (11/27/2023)

Users with the Enhanced Estimating Layout can now edit the description for cost items in line on the Estimating tab. Previously, you needed to click the ellipsis and edit the item. See Edit an Estimate.

Bulk Reset Estimate Quantities (11/20/2023)

If you made changes to quantities in your estimate but want to reset them to the original takeoff quantities, you can now take bulk actions to reset multiple line items at once. See Edit an Estimate.

Move Takeoff Layers to a New Group (11/16/2023)

You can move takeoff layers to a new group. See Manage Takeoffs.

Updated Estimating Settings (11/14/2023)

Cost codes and cost types can now be configured at company level with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Default Estimating Settings.

New Bulk Takeoff Actions (11/08/2023)

Procore has updated the bulk functions to expand or collapse takeoff groups, and to show and hide takeoff layers. Additionally, you can now bulk delete takeoff layers. See Manage Takeoffs.

Lock and Unlock Takeoff Layers (10/23/2023)

When creating takeoff layers, you can lock layers that you have finished or are not using. When locked, you cannot create or edit measurements for the takeoff layer. This allows you to indicate which measurements are complete and prevents accidentally moving measurements in different layers when working on the same drawing. You can unlock layers to make changes at any time. See Manage Takeoffs.

New Snap to Points for takeoffs (09/07/2023)

There is a new snap to points feature available when managing takeoffs. Snap to points gives you greater control when creating objects for your takeoffs. See Manage Takeoffs.

Send estimate data to budget preview (08/08/2023)

There is a new preview window available when sending estimate data to the budget. This new feature allows you to view and adjust how estimate costs will be allocated to the project's budget. See Send an Estimate to the Budget

Apply WBS budget codes to Estimates (08/08/2023)

The new budget code feature let's you apply WBS budget codes to relevant estimate line items in Procore. Previously, estimate items were only connected to the cost code and cost type in the cost catalog. This feature strengthens Procore's Estimating connection with Procore’s Project Financials tools. See Procore Estimating: Apply WBS Budget Codes to an Estimate.

New Actions menu for Estimates (06/01/2023)

The new 'Actions' drop-menu easily makes available the following options for estimate line items: send to budget, create purchase order, and create prime contract. Previously, there was only a 'send to budget' button that showed options for creating a purchase order and prime contract after being clicked. Now you can see all options from one menu. See Send an Estimate to the BudgetCreate a Prime Contract from an Estimate and Create a Purchase Order from an Estimate.

copy group to projects (04/26/2023)

The ability to copy a group within an estimate from one project to another project is now available. This feature saves time during the estimating process when pricing similar projects. Previously, groups could only be copied between estimates within the same project. See Copy a Group to Another Project

Unit of measure restriction removed from cost catalog (04/19/2023)

Unit of measure options are now available for catalog item types in the Estimating tool. Previously, 'each' was the only measurement option for Equipment, Subcontractor, Travel, and Custom catalog item types. Cost Catalog Excel templates have also been updated. See Add Items to a Cost Catalog

add 3D takeoffs (04/04/2023)

Procore has released a 3D takeoff feature that allows you to add takeoffs directly on Revit® files. See Add 3D Model Takeoffs. As you might have both drawings and models on a project, this feature allows you to use both sources of information within the Estimating tool to perform takeoffs and create estimates more efficiently based on your workflow.

Group by requested bid items (03/15/2023)

This Estimating tool feature is only available for bids sent with bid forms as part of the new Bid Management Enhanced Experience. Grouping by Requested Bid Item allows you to organize bid items by scope of work. See Add an Estimate.

Unit of Measurement Drop-Down Menu added For takeoffs (03/15/2023)

A drop-down menu with unit of measurement options is now available when creating takeoffs within the Estimating tool. See Add Takeoffs.

ability to import bill of materials(03/06/2023)

This feature can be used to import external bill of materials information from a previous source into a new project. Previously, only pricing information of existing projects could be updated and imported within the Estimating tab. See Add an Estimate.

ability to merge estimates (01/19/2023)

If you have multiple estimates and change orders that you would like to merge into one estimate, you can now use the merge feature. This allows you to combine the group items of multiple estimates and change orders into one single estimate without deleting the original estimate. See Merge Estimates.

New 'cost code' column on the estimating tab (01/17/2023)

Procore has added a new 'Cost Code' column to the Estimating tab to allow you to quickly select a cost code for a line item. Previously, cost codes could only be selected through the Edit Item menu. See Edit an Estimate.