Create a Purchase Order in Procore Estimating
Objective
To to create a purchase order from an estimate for a project in the standalone Procore Estimating application.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions to the project's Estimating AND Budget tools.
- Additional Information:
- The estimate has to be sent to the budget before you can create a purchase order.
Steps
- Log in to Procore Estimating and select the relevant project.
- Click the Estimating tab.
- Select the estimate.
- Click the Actions menu.
- Select Create Purchase Order.