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Procore

Add Estimates in the Tender Board Tool

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Objective

To add estimates within the Tender Board tool in Procore.

Background

The Estimating tab within the Tender Board tool offers the same functionality as the Estimating tool within a Procore project, but it can be used by anyone with 'Read Only' level permissions or higher to the Company level Tender Board tool.

Things to Consider

  • Required User Permissions
    • 'Read Only' level permissions or higher to the Company level Tender Board tool.

Steps

  1. Navigate to the Tender Board tool in Procore.
  2. Open the relevant project and 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:

Optional: Adjust Estimate Settings

  1. Click the vertical ellipsis icon-ellipsis-vertical.pngicon.
  2. The following modes are available for project estimates. Click a toggle ON icon-blue-toggle-on-esticom.png  to activate the mode or OFF icon-toggle-off-esticom.pngto deactivate it.
    • Detailed Estimating
    • Group Multiplier
    • 'Use' Tax Instead of 'Sales Tax'
    • Individual Labor Rates
    • Company-Wide Estimating Settings

Optional: 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.
  3. On the right side of the row, click Add New Item.
  4. Mark the checkboxes next to any items you want to include.
  5. Click Select.
  6. In the Quantity field, manually enter the quantity for each item.

Optional: Add Additional Notes

 Tip

To save time on future estimates, you can create a library of Inclusions and Exclusions to choose from. Click Browse Library. Click New Inclusions or New Exclusions. Enter a name and content. Click Confirm. Select this from the library the next time.

To make inclusions or exclusions standard on projects, click the vertical ellipsis, click the toggle next to 'Include in Projects by Default'.

  1. Click the arrow next to Additional Notes.
  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:
Optional: Create a Library of Inclusions and Exclusions

To save time on future estimates, you can create a library of Inclusions and Exclusions to choose from.

  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-ellipsis-vertical.pngicon.
    2. Next to 'Include in Projects by Default', click the toggle to the ON icon-toggle-on-esticom.png position.

Optional: Export a Bill of Materials

  1. Click the vertical ellipsis icon-ellipsis-vertical.pngicon.
  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

Confirm Summary items

  1. Review Labour and Profit amounts as needed.
    Note: The 'Global Labour Cost' amount applies to the rest of the estimate. However, you can still make individual adjustments to items if needed.
  2. Adjust amounts in the Overhead, Discount, Taxes, and Others sections if applicable.

Generate the Bid

  1. After thoroughly reviewing the tender estimate, click Show Tender Sheet.
    A preview of the tender will be generated. This is where you can add or exclude values by selecting the preferred options. 
  2. Under Bid Detail Settings, configure your preferences for the bid.
    Note: Click a toggle ON icon-blue-toggle-on-esticom.png  to apply a setting to a tender or OFF icon-toggle-off-esticom.png to remove it.
  3. When you are ready to export the tender, click Export Tender.
    A PDF of the tender will be downloaded to your computer.