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 this action with this permission level AND one or more additional requirements, like 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 Inclusions and Exclusions |
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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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Configure Settings for an Estimate in the Estimating Tab |
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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 a Takeoff Group |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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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 a Takeoff Group |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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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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Manage Inclusion and Exclusion Libraries |
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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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Rename a Takeoff 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 a Change Order to the Change Events Tool |
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Users also need 'Standard' level permissions or higher to the Project level Change Events 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 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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View 3D Models 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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View an Estimate |
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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
New Estimate Columns & Terminology Changes (09/25/2024)
New columns have been added to the estimating table. With this update, users can now review total cost, total cost per square foot, total cost per square foot of the project, and total sales per estimate line item. Some preexisting column headers have been updated to accommodate the new total cost columns, including 'Item Cost' being updated to 'Unit Cost', 'Total Cost' being updated to 'Subtotal Item Cost', and 'Total Sales' being updated to 'Subtotal Item Sales'.
Additionally, the term 'Bid' has been renamed to 'Proposal' across the platform.
As a part of this update, price per square foot amounts have also been added to the detail settings in the proposal tab to better facilitate estimate proposals.
Configurable Estimating Views (07/24/2024)
Configurable estimate table view templates can now be created in the Bid Board company settings and applied to estimates. This enhancement allows users to define and save specific column configurations that can be applied across different projects. See Configure Settings: Bid Board.
Estimating Concurrent User Access (07/24/2024)
With this update to the Estimating tool, multiple users are now able to view changes made to takeoffs and estimates as they happen in real time, without needing to refresh the page. When takeoffs and estimates are updated by users from more than one device, screen or browser tab, the changes will be seen by everyone simultaneously. These real time updates also occur between takeoffs and estimates. For example, changes to sq ft amounts on a takeoff will update in the estimate table as they are made. This functionality enables teams to collaborate on estimates with greater efficiency while also giving individual users more flexibility to work between browser windows or multiple monitors.
PRICE PER SQ FT AMOUNTS ADDED TO ESTIMATE SUMMARY (06/17/2024)
Price per sq ft amounts have been added to the totals within the summary section of an estimate.
Update Existing Change Events using Estimate Change Orders (06/17/2024)
A new action has been added in the estimating tab to give users the option to update an existing change event from an estimating change order. This feature will offer users greater flexibility in the change management process as estimating change orders can now be used to create and update existing change events. See Send a Change Order to the Change Events Tool.
Notes column added to estimate table (06/04/2024)
A notes column is now available when viewing an estimate in the estimating tab. The notes column will display notes for each individual line item of an estimate. The notes column is on by default and may be toggled on or off from the estimate's table view configuration menu. See Configure Your View in the Estimating Tool.
Estimate Table View configuration (05/28/2024)
When viewing an estimate, you now have the option to configure your view to show or hide individual columns from the table. See Configure Your View in the Estimating Tool.
Toggle Rounding for quantities using 'ea' Unit of Measure (05/13/2024)
When adjusting the settings on an estimate, you now have the option to turn rounding on or off for quantities using the 'ea' Unit of Measure (UoM). See Configure Settings for an Estimate in the Estimating Tab.
Automapping for 3D Takeoffs (04/18/2024)
When creating 3D takeoffs, use the new auto-mapping functionality to extract properties from your 3D model and map them to materials and assemblies in your cost catalog. After you verify mappings and measurement types, create takeoffs for all the objects with a single click. See Add 3D Model Takeoffs Using Auto-Mapping.
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. 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 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.