Estimating
Estimating
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take the action with this permission level AND one or more granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
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Add 3D Model Takeoffs |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Add 3D Model Takeoffs Using Auto-Mapping |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Add an Estimate |
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Add and Manage Internal Notes in a Bid Board Project |
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Add and Manage Tasks in a Bid Board Project |
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Add Items to a Cost Catalog |
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Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool. | ||
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Add a Change Order for an Estimate |
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Users also need 'Standard' level permissions or higher to the Project level Change Events tool. | ||
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Assign a Budget Code from an Estimate |
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Configure Estimating Tool Settings |
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Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | |||
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Copy a Group to Another Project |
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Copy or Move a Group to Another Estimate |
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Copy Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Create a Prime Contract from an Estimate |
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Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
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Create a Purchase Order from an Estimate |
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Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
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Delete Documents from a Bid Board Project |
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Delete Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Download Documents from a Bid Board Project |
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Edit a Bid Proposal with the Proposal Builder |
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Edit an Estimate |
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Edit Custom Fields for a Bid Board Project |
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Edit Customer Information for a Bid Board Project |
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Edit the Estimate Overview for a Bid Board Project |
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Expand or Collapse Takeoff Groups |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Export a Bid |
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Export an Estimate |
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Generate a Bid Proposal |
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Lock and Unlock Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Merge Estimates |
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Move Takeoff Layers to a New Group |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Respond to a Bid Invitation |
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Run Automated Area Takeoffs |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Search for Model Objects in Estimating |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Send an Estimate to the Budget |
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Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
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Set the Drawing Scale for Takeoffs |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Show or Hide 3D Model Objects |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Show or Hide Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Split Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Upload Documents from a Bid Board Project |
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Below are the notable changes to the project's Estimating tool.
Note: See Cost Catalog Release Notes for related release notes.
Recent Changes
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. 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.
Enhanced Estimating layout (10/04/2023)
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.
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 Budget, Create 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.