User Guide Bidding And Estimating Integration

Navigate to the project's Estimating tool on app.procore.com.
Note: The Estimating tool automatically opens to the Takeoff page.

Click the drawing drop-down menu.

Click the Models tab.


Note: This pulls model files from the project's Documents tool. See Upload Files or Folders to the Project Level Documents Tool.

Click the model you want to add a takeoff for.
This opens a 'Model Objects' panel and viewer for the model.

• If you want to switch between the 2D drawing and 3D model at any point, click the drawing thumbnail at the bottom left of the viewer.

• The following tools are available:* Default
  Click to navigate the model from the default camera view.* Fly
  Click to navigate the model from the camera view at varying velocities.* Orbit
  Click to rotate the camera from a fixed point.* X-Ray
  Use X-Ray mode to easily isolate and view specific objects in a model without objects blocking your view.* Measure
  Click on two objects to automatically calculate the shortest distance between the two objects.* Home
  Click to return to the Home viewpoint.

• If you right-click on an object in the model viewer, or click the vertical ellipsis icon for the object in the panel, you can access the following options:* Hide Object* Isolate* View Properties* Zoom to Object

• Click the eye icon next to an object in the 'Model Objects' panel to hide or show an object.

Select the objects you want to add quantities for. You can select objects in the model or in the 'Model Objects' panel.

• 'Available Quantities' will be shown for the object with the option to search for specific quantities and a filter option to show advanced quantities.

Click Takeoff for the relevant quantity.

Select a takeoff layer to add the quantity to.
OR
If you want to add the takeoff as a new layer, click Create New Takeoff Layer. See Add Takeoffs.

The quantity of the selected objects is automatically added to the takeoff layer.