Add a New Project in Procore Estimating
Objective
To add a new project in Procore Estimating.
Background
When adding a new project to Procore Estimating, you will be able to add relevant information to come up with a strategic approach on how to successfully close the project.
Things to Consider
- Required User Permissions:
- 'Estimator' or higher level user role. See What are the different 'user roles' in Procore Estimating?
Steps
- From the Projects tab, click Add New Project.
- While creating a new project, the navigation toolbar includes the following sections:
- Details
- Documents
- Take-Off
- Estimating
- Bid
- On the Details tab, complete the following information:
- Estimate Details
- Name: Enter the name for the project.
- Project Number: Enter a number for the project.
- Project Description: Enter a brief project description.
- Estimate Pricing: Click the drop-down menu to select whether the pricing should be Unlocked or Locked.
- Project Status: Click the drop-down menu to select the current project status. By default, new projects are set to the 'Estimating' Status.
- Measurement System: Click the drop-down menu to select the client’s preferred measurement system.
- Square Footage: Enter the square footage of the project.
- Due Date: Click the field to enable the Calendar and select the appropriate due date.
- Due Time: Click the field to enable the Clock and select the appropriate due time. By default, after selecting the due date, the time will be set to 12 PM.
- Project Details
- Customer: Click the + Add Customer link to select a customer from the existing lists or add a new customer.
- Contact: If the selected customer registered their contact information, this field automatically generated the customer’s contact details. Otherwise, click the + Add Contact link to add contact details.
- Location: If the selected customer provided their address, this field automatically generates the customer’s location. Otherwise, click the + Add Location link to add the customer’s address.
- Estimator: This field automatically assigns the project to the signed-in user by default.
- Optional: If you want to change the estimator for the project:
- Click the vertical ellipsis icon.
- Choose from one of the following options:
- Click Change Estimator to select a different estimator.
OR - Click Unassign if you do not want an estimator specified.
- Click Change Estimator to select a different estimator.
- Optional: If you want to change the estimator for the project:
- Estimate Details
- The Details tab also includes the Notes and Tasks panel, where you can add notes and tasks associated with the project.
- Optional: In the Notes section, click Add New to add a new note for the project.
- Enter your note.
- Click Create.
- Optional: In the Tasks section, click Add New to add a new task for the project.
- Fill out the following information for the task:
- Description: Enter a description for the task.
- Due Date: Select a date from the calendar when the task should be completed by.
- Due Time: Select a time from the calendar when the task should be completed by.
- Assigned to: Click the field to select a user to assign the task to.
- Click Create.
- Fill out the following information for the task:
- Optional: In the Notes section, click Add New to add a new note for the project.