User Guide Bidding And Estimating Integration

1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
   OR
   Navigate to the project's Estimating tool.

2. Click the Estimating tab.

3. Click Add Estimate.

4. If you want to use an existing estimate, click Copy Selected Estimate.
   OR
   If you want to create a completely new estimate, click Create Empty Estimate.

5. See the sections below for available options:

   • Adjust Estimate Settings

   • Add Adjustments to an Estimate

   • Add Inclusions and Exclusions to Estimates

   • Create a New Group

   • Group by Requested Bid Item

   • Add Items

   • Add Notes to the Estimate

   • Export a Bill of Materials

   • Import a Bill of Materials

   • Bulk Update A Bill of Materials

   • Confirm Summary Items

Adjust Estimate Settings

1. Click the vertical ellipsis icon.

2. The following modes are available for project estimates. Click a toggle ON to activate the mode, or OFF to deactivate it.

   • Detailed Estimating

   • Group Multiplier

   • 'Use' Tax Instead of 'Sales Tax'

   • Individual Labor Rates

   • Company-Wide Estimating Settings

Add Adjustments

Follow steps to Add Adjustments to an Estimate.

Add Inclusions and Exclusions

Follow steps to Add Inclusions and Exclusions to Estimates

Create a New Group

1. In the section of the estimate that you want to add a new group to, click Create New Group.

2. Click into the title field to enter a new name.

Group By Requested Bid Item

Note: This feature is only available for bids sent with bid forms as part of the new Bid Management Enhanced Experience. If you have questions, contact the company that sent you a bid invitation.

1. Go to the group section in the Estimating tab.

2. Click Select next to 'Requested Bid Item'.

3. Choose the Requested Bid Scope Item to group by.

   • If you create a new group, you can drag the requested bid items to the new group.

Add Items

1. On the right side of the row for a group, click the add icon.

2. Mark the checkboxes next to any items you want to include and click Select.

3. Enter information into each column as necessary:
   Note: The amounts that you enter for these fields will automatically calculate to populate the Total Cost, Sales Price, Total Sales, Profit, and Total Labor columns.

   • Budget Code:

      Tip

     • If you have Procore Project Financials enabled, the budget code selections that are available have been imported from the project budget.

     • If you have the ERP Integrations tool enabled, budget code selections will be available from your connected ERP integration.

     * Click Select next to the estimate group budget code to assign a budget code to an entire group of cost items or click Select within the individual cost item to assign a budget code by cost item.* Enter or select the budget code from the drop-menu to apply the budget code.* Optional: Click Create Budget Code if you need to create a code that is not listed.
     See Assign a Budget Code from an Estimate for more details.* After your budget code has been applied, you can click on any budget code to make changes.* Click the 'x' within the budget code for options to remove it.

   • Quantity: Enter the quantity required of the item.

   • Item Cost: Enter the cost of the item.

   • Waste: If there will be waste for the item, enter the amount as a percentage.

   • Margin/Markup: Click to switch between 'Margin' and 'Markup' Enter a percentage of margin or markup to apply.

   • Labor (Mins / Hrs): Click to switch between 'Mins’ or 'Hrs'. Enter the amount of labor required in hours or minutes.

   • Difficulty: Enter the difficulty level. The higher the difficulty, the more the cost will be multiplied.

   • Tax: Mark the checkbox if the item should be taxed.

Add Notes to the Estimate

1. Scroll to 'Notes' and click the arrow to expand the section.

2. The following sections are available by default to add notes to:

   • Scope of Work

   • Included

   • Excluded

   • Project Notes

3. Click into a field to add notes as necessary.

4. The following actions are also available:

   • To delete a section, click the Delete icon.

   • To add a new line, click Add New.

   • To add from your library, click Browse Library. See Create a Library of Inclusions and Exclusions below.

Optional: Create a Library of Inclusions and Exclusions

1. Click Browse Library.

2. Click New Inclusions or New Exclusions.

3. Enter a name and content.

4. Click Confirm.
   Note: When you add notes in the Additional Notes section, click Browse Library to select the inclusions or exclusions that you want to add to the estimate.

5. Optional: To make inclusions or exclusions standard on projects"

   1. Click the vertical ellipsis icon.

   2. Next to 'Include in Projects by Default', click the toggle to the ON position.

Export a Bill of Materials

1. Click the vertical ellipsis icon.

2. Hover over Export Bill of Materials.

3. Select one of the the following options for your export:

   • Export Bill of Materials as Flat List to Excel

   • Export Bill of Materials as List Grouped by Plan to Excel

Import a Bill of Materials

1. Click the vertical ellipsis icon and select Download Bill of Materials Import Template.

2. Enter material information on the template and save the file.
   Note: Quantity (Qty), Unit of Measurement (UOM), and Item Cost are required.

3. Click the vertical ellipsis icon again.

4. Hover over Import Bill of Materials and select Import Bill of Materials From Excel Template.
   Your new items will now appear as a new group with the date imported.

5. Optional: Click within the title of the new group to rename it.

Bulk Update a Bill of Materials

1. Click the vertical ellipsis icon.

2. Hover over Export Bill of Materials.

3. Select one of the the following options for your export:

   • Export Bill of Materials as Flat List to Excel

   • Export Bill of Materials as List Grouped by Plan to Excel

4. Update the 'Item Cost' column and save file.

5. Click the vertical ellipsis icon again.

6. Hover over Import Bill of Materials and select Update Bill of Materials Pricing from Excel File.

Confirm Summary items

1. Click the expand icon to view the Summary section.

2. Review a summary of your Labor and Materials, Profit, Additional Adjustments, Taxes, and 'Other' adjustments.
   Note: The 'Global Labor Cost' amount applies to the rest of the estimate. However, you can still make individual adjustments to items if needed.

3. Adjust editable percentages as needed.