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Procore

Add Items to a Cost Catalogue from Estimating

Objective

To add items to a cost catalogue when creating or editing takeoffs or estimates.

Background

The Cost Catalogue tool in Procore is where all material information and values, ranging from individual parts to assembled items, are stored. A takeoff extracts quantities from a drawing or model and associates with items in your cost catalogue to create estimates. You can add items to your cost catalogue when you create or edit takeoffs or estimates.

Things to Consider

Steps

  1. Navigate to the Tender Board or Portfolio Planning tool and select the project.
    OR
  2. Navigate to the project's Estimating tool.
  3. Click the Takeoff tab. Click Create New Takeoff Layer, then click Browse Catalog.
    OR
    Click the Estimating tab. Click the add item to group icon-plus.png icon.
  4. Click Add Item.
  5. Select the catalog that you want to add an item to.
    Notes:
  6. Click Add Item
  7. Click the Catadiary Item Type drop-down menu and select the type of item you want to add.
  8. Complete the fields as necessary.
    Note: The fields that are shown are specific to the catadiary item type that you selected.
  9. Click Save