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Procore

Add an Estimate for a Bid in Your Free Procore Account

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Limited Release
The Procore Construction Network is currently only available in the United States and Canada.

Objective

To add an estimate for a bid in your free Procore account.

Things to Consider

  • Required User Permissions:
    • 'Member' permissions or higher for the Procore Construction Network account AND invited to the relevant bid.

Steps

  1. Log in to your free Procore account.
  2. Click Bid Board.
    pcn-bid-board-nav.png
  3. Open the bid that you want to create an estimate for.
  4. Click the Estimating tab.
  5. Optional: Click the top vertical ellipsisicon-ellipsis-vertical.pngicon in the 'Estimate' section to configure settings as necessary.
  6. Enter information into the following sections as necessary to build your estimate:
    • Estimate:
      • Click Create New Group to create a group to organize line items if necessary.
      • Click the add icon-plus-2.png icon to add line items.
      • Click the vertical ellipsisicon-ellipsis-vertical.png across from a group to access the following options:
        • Copy Here: Click to create a copy of the group.
        • Export Bill of Materials: Click to export the Bill of Materials.
        • Delete: Click to delete the group and any included parts from the estimate.
    • Notes: Add any inclusions and exclusions as additional line items.
    •  Summary: The estimate is automatically calculated and summarized in the Summary section.
  7. Optional: To view and adjust additional settings for the bid, click the top vertical ellipsis icon.
  8. To generate the bid, click Show Bid.
  9. Adjust the settings under 'Bid Details Settings' as necessary.
  10. To export the bid, click Export and select one of the following options:
    • Save as PDF
    • Save to Word
    • Send by Email