To import a project's Prime Contract's Schedule of Values (SOV) into Procore by uploading an exported XML file from ProEst®.
If your company is using the ProEst by Procore integration, you can import an XML file with your contract data into Procore.
Things to Consider
- Required User Permissions:
- To submit a request to enable imports from ProEst, your company's Procore Administrator must submit a request to your company's Procore point of contact.
- To import a Schedule of Values (SOV) from ProEst into the Prime Contracts tool, 'Admin' level permissions on the Prime Contracts tool
- Additional Information:
- By default, the ProEst by Procore integration is disabled for new Procore accounts.
- 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.
- ProEst cost codes must exactly match the cost codes in Procore.
- The ProEst by Procore integration must be enabled.
Export a Project Estimate from ProEst
If you do not have an XML file of the estimate from your ProEst project, complete the steps in Export a Project Estimate from ProEst.
Import a ProEst XML File into Procore
- Navigate to the project's Prime Contracts tool.
- Locate the prime contract that you want to use for the import in the list.
- Click Edit.
- Click the Schedule of Values tab.
- Click Edit.
- Specify whether you want the line items to be separated by division or subdivision.
- Select the XML file and click the Import button.
- Wait a few seconds for the file to be uploaded into Procore. Click the Schedule of Values tab to refresh the contents.
- Verify that all of your estimate's line items were imported.
- If necessary, you can make further changes to the SOV by clicking Edit.
- Manually add additional line items
- Delete a line item
- Change the selected cost code number
- Edit a line item's description, type, and contract amount
If the combination of the sub job, cost code, and cost type are non-budgeted for a line item, this line item will be added directly to the Budget with a "?" next to the line item. See Add a Partial Budget Line Item.
- Click Save. (Use the Save and Email button if you want to save your changes, as well as forward a copy of the Prime Contract using Procore's built-in email feature. You'll also be able to specify recipients and include a brief message about the Prime Contract and its SOV.)