2023
Below are the notable changes to the project's Estimating tool in 2023.
Search for Model Objects in The Estimating Tool (14/12/2023)
You can now search for model objects when viewing a 3D model in the Estimating tool. See Search for Model Objects in Estimating.
Enhanced Estimating layout (13/12/2023)
There is now an enhanced estimating layout option that provides a simplified view of estimates and gives you greater control when exploring your estimate details in Procore. See Procore Estimating: Enhanced Estimating Layout.
ERP COST CODES AVAILABLE IN THE COST CATALOGUE (01/12/2023)
ERP Cost Codes can now be added to the Cost Catalogue for ERP-integrated companies. When using the Cost Catalogue, you ERP codes can be applied across all projects using the Estimating and Tender Board tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalogue.
View Cover and Appendix Pages for Tender Proposals (30/11/2023)
When looking at a tender proposal on the tender tab, you can preview the cover page or appendix page by clicking the open in new tab 
icon. See Generate a Tender Proposal.
Edit Cost Item Description In Line (27/11/2023)
Users with the Enhanced Estimating Layout can now edit the description for cost items in line on the Estimating tab. Previously, you needed to click the ellipsis and edit the item. See Edit an Estimate.
Bulk Reset Estimate Quantities (20/11/2023)
If you made changes to quantities in your estimate but want to reset them to the original takeoff quantities, you can now take bulk actions to reset multiple line items at once. See Edit an Estimate.
Move Takeoff Layers to a New Group (16/11/2023)
You can move takeoff layers to a new group. See Manage Takeoffs.
Updated Estimating Settings (14/11/2023)
Cost codes and cost types can now be configured at company level with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Default Estimating Settings.
New Bulk Takeoff Actions (08/11/2023)
Procore has updated the bulk functions to expand or collapse takeoff groups and to show and hide takeoff layers. Additionally, you can now bulk delete takeoff layers. See Manage Takeoffs.
Lock and Unlock Takeoff Layers (23/10/2023)
When creating takeoff layers, you can lock layers that you have finished or are not using. When locked, you cannot create or edit measurements for the takeoff layer. This allows you to indicate which measurements are complete and prevents accidentally moving measurements in different layers when working on the same drawing. You can unlock layers to make changes at any time. See Manage Takeoffs.
New Snap to Points for takeoffs (07/09/2023)
There is a new snap to points feature available when managing takeoffs. Snap to points gives you greater control when creating objects for your takeoffs. See Manage Takeoffs.
Send estimate data to budget preview (08/08/2023)
There is a new preview window available when sending estimate data to the budget. This new feature allows you to view and adjust how estimate costs will be allocated to the project's budget. See Send an Estimate to the Budget.
Apply WBS budget codes to Estimates (08/08/2023)
The new budget code feature let's you apply WBS budget codes to relevant estimate line items in Procore. Previously, estimate items were only connected to the cost code and cost type in the cost catalogue. This feature strengthens Procore's Estimating connection with Procore’s Project Financials tools. See Procore Estimating: Apply WBS Budget Codes to an Estimate.
New Actions menu for Estimates (01/06/2023)
The new 'Actions' drop-menu easily makes available the following options for estimate line items: send to budget, create purchase order and create main contract. Previously, there was only a 'send to budget' button that showed options for creating a purchase order and main contract after being clicked. Now you can see all options from one menu. See Send an Estimate to the Budget, Create a Main Contract from an Estimate and Create a Purchase Order from an Estimate.
copy group to projects (26/04/2023)
The ability to copy a group within an estimate from one project to another project is now available. This feature saves time during the estimating process when pricing similar projects. Previously, groups could only be copied between estimates within the same project. See Copy a Group to Another Project.
Unit of measure restriction removed from cost catalogue (19/04/2023)
Unit of measure options are now available for catadiary item types in the Estimating tool. Previously, 'each' was the only measurement option for Equipment, Subcontractor, Travel and Custom catadiary item types. Cost Catalogue Excel templates have also been updated. See Add Items to a Cost Catalogue.
add 3D takeoffs (04/04/2023)
Procore has released a 3D takeoff feature that allows you to add takeoffs directly on Revit® files. See Add 3D Model Takeoffs. As you might have both drawings and models on a project, this feature allows you to use both sources of information within the Estimating tool to perform takeoffs and create estimates more efficiently based on your workflow.
Group by requested tender items (15/03/2023)
This Estimating tool feature is only available for tenders sent with tender forms as part of the new Tender Management Enhanced Experience. Grouping by Requested Tender Item allows you to organise tender items by scope of work. See Add an Estimate.
Unit of Measurement Drop-Down Menu added For takeoffs (15/03/2023)
A drop-down menu with unit of measurement options is now available when creating takeoffs within the Estimating tool. See Add Takeoffs.
ability to import bill of materials(06/03/2023)
This feature can be used to import external bill of materials information from a previous source into a new project. Previously, only pricing information of existing projects could be updated and imported within the Estimating tab. See Add an Estimate.
ability to merge estimates (19/01/2023)
If you have multiple estimates and variations that you would like to merge into one estimate, you can now use the merge feature. This allows you to combine the group items of multiple estimates and variations into one single estimate without deleting the original estimate. See Merge Estimates.
New 'cost code' column on the estimating tab (17/01/2023)
Procore has added a new 'Cost Code' column to the Estimating tab to allow you to quickly select a cost code for a line item. Previously, cost codes could only be selected through the Edit Item menu. See Edit an Estimate.