This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: February 04, 2021
Create a Purchase Order and BOQ for a Procore Project from an Estimate
Users can now create a purchase order (PO) for a Procore project directly from the estimating screen in Procore Estimating. The Bill of Quantities (BOQ) with Unit-based values is automatically created from the estimate and any estimate type can be used to generate the BOQ.
Previously, users needed to manually enter data or use CSV exports and imports. This release ensures that users can create a PO BOQ contextually with their quantity-based estimate while performing a takeoff or estimate.
- Navigate to the project's Estimating page in Procore Estimating.
- Click the vertical ellipsis icon on the right side of the page.
- Click Export Estimate to Procore Project.