Create a Purchase Order from an Estimate

To create a purchase order from an estimate in the Estimating, Bid Board, or Portfolio Planning tools.

• Required User Permissions for the Bid Board tool.

• Required User Permissions for the Estimating tool.

• Required User Permissions for the Portfolio Planning tool.

• To send an estimate to the budget, the estimate must be set as the primary estimate as indicated with a checkmark icon.

• The estimate has to be sent to the budget before you can create a purchase order.

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. Select the estimate.
   

4. Click the Actions menu.
   

5. Select Create Purchase Order.

6. Review the purchase order.

7. Click Send to Purchase Order to create a purchase order in the Commitments tool.