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Procore

Configure Dynamic Grouping on an Estimate

 In Beta

This is feature is currently in beta for Procore customers.

Background

The Dynamic Grouping feature in Procore's Estimating tool provides a powerful way to quickly reorganize and analyze your estimate data. This functionality helps estimators fine-tune and review estimates by providing a quick overview based on user defined criteria. Within Dynamic Grouping, you can also enable the Split Assemblies feature, which allows you to view the individual components of multiple assemblies within your estimate.

Things to Consider

  • Required User Permissions for the Bid Board tool.
  • Required User Permissions for the Estimating tool.
  • Required User Permissions for the Portfolio Planning tool.
  • Additional Information: 
    • The Dynamic Grouping filters come from 3 main sources:
      •  Filters available by default: Budget Code, Taxable, Tag , Cost Catalog Item, Cost Code and Cost Type.
      • Custom fields from the Cost Catalog tool. 
      • Custom Segment Items from the Project level WBS Budget Code Segments tab that are in the Budget Code Structure

Steps

  1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
    OR
    Navigate to the project's Estimating tool.
  2. Click the Estimating tab.
  3. Click the vertical ellipsis icon-ellipsis-vertical.pngon the Estimate. 
  4. Move the toggle for Dynamic Grouping to the icon-toggle-on.png ON position.
  5. A drop down menu will appear next to the Configure Columns button.
  6. Select the drop down menu and group your estimate by:
  7. Optional: Drag the menu items to the desired position by clicking and holding the dots (⁞⁞) next to the item name.
  8. Click outside the menu to save your selection.
  9. Edit and make changes as needed directly within the new, organized view.

Enable Split Assemblies

  1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
    OR
    Navigate to the project's Estimating tool.
  2. Click the Estimating tab.
  3. Click the vertical ellipsis icon-ellipsis-vertical.pngon the Estimate. 
  4. When Dynamic Grouping is turned on, the split assemblies item appears in the list.
  5. Move the toggle for Split Assemblies to the icon-toggle-on.png ON position.