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Procore

Add Estimates in the Bid Board Tool

  1. Última atualização
  2. Salvar como PDF

Objective

To add estimates within the Bid Board tool in Procore.

Background

The Estimating tab within the Bid 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 Bid Board tool.

Things to Consider

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

Steps

  1. Navigate to the Bid 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.

Add Items

  1. On the right side of the row for a group, click the add icon-plus.png icon.
  2. Mark the checkboxes next to any items you want to include and click Select.
  3. Enter information into each column as necessary:
    Note: The amounts that you enter for these fields will automatically calculate to populate the Total Cost, Sales Price, Total Sales, Profit, and Total Labor columns.
    • Requested Bid Item / Cost Code:
      Note: The column shows as 'Requested Bid Item' by default during the bidding phase. If the project has been added to the Portfolio tool in Procore, you can click the column name to switch from 'Requested Bid Item' to 'Cost Code'. From the 'Cost Code' column, you can click Select to see a list of your own cost codes to choose from. 
    • Quantity: Enter the quantity required of the item.
    • Item Cost: Enter the cost of the item.
    • Waste: If there will be waste for the item, enter the amount as a percentage.
    • Margin/Markup: Click to switch between ‘Margin’ and ‘Markup’. Enter a percentage of margin or markup to apply.
    • Labor (Mins / Hrs): Click to switch between ‘Mins’ or ‘Hrs’. Enter the amount of labor required in hours or minutes.
    • Difficulty: Enter the difficulty level. The higher the difficulty, the more the cost will be multiplied.
    • Tax: Mark the checkbox if the item should be taxed.

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 Labor and Profit amounts as needed.
    Note: The 'Global Labor 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 bid estimate, click Show Bid Sheet.
    A preview of the bid 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 bid, or OFF icon-toggle-off-esticom.png to remove it.
  3. When you are ready to export the bid, click Export Bid.
    A PDF of the bid will be downloaded to your computer.