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Procore

Import a Prime Contract SOV from a ProEst XML File

Objective

To import a project's Prime Contract's Schedule of Values (SOV) into Procore by uploading an exported XML file from ProEst.

Things to Consider

  • Required User Permission:
    • 'Admin' on the Prime Contract tool
  • Additional Information:
    • By default, Procore's ProEst integration is not turned on and enabled for new Procore accounts.  To enable ProEst, your company's Procore Administrator can submit a request to your company's Procore point of contact. 
    • 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 match the cost codes you have in Procore.

Steps

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

  1. Navigate to the project's Prime Contract tool.
  2. Locate the prime contract that you want to use for the import in the list.
  3. Click Edit.
  4. Click the Schedule of Values tab.
  5. Click Edit.
  6. Specify whether you want the line items to be separated by division or subdivision.

    import-proest.png
  1. Select the XML file and click the Import button.
  2. Wait a few seconds for the file to be uploaded into Procore. Click the Schedule of Values tab to refresh the contents.
  3. Verify that all of your estimate's line items were imported.
  4. 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" in the See Also section below.
  5. 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.)