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Procore

Edit an Estimate

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Objective

To edit an existing estimate in a project's Estimating tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions to the project's Estimating tool.
  • Additional Information:
    • Information from the Takeoff page automatically populates in the Estimating page.
    • Any items on the Estimating page that are highlighted in orange can be edited.
    • Only one user can edit an estimate at a time. If another user at your company is already working on the same estimate, you will see a banner indicating you are in 'read only' mode. However, you can create or edit another estimate for the project, or choose to click 'Kick User Out' if necessary.

Steps

  1. Navigate to the project's Estimating tool on app.procore.com.
  2. Click the Estimating tab.
  3. Click the estimate that you want to edit.
  4. See the sections below for available options:

Edit Amounts on the Estimate

  1. Locate the cost item that you want to edit amounts for.
  2. Click into the field that you want to update.
  3. Enter the updated information.
  4. Click out of the field to save your changes.

Reorder Rows

  1. Locate the cost item that you want to move and hover over its row.
  2. Click and drag the row to a new position in the table.

Edit Details for a Cost Catalog Item

Note: You can add a cost code by clicking Select in the 'Cost Code' column for a line item. To edit an existing cost code, click on the cost code.

  1. Locate the catalog item that you want to edit.
  2. Click the vertical ellipsis icon-ellipsis-vertical.pngicon.
  3. Click Edit Item.
  4. Edit information as necessary.
  5. When you are ready to save your changes, click Save.

Replace a Cost Catalog Item

  1. Locate the catalog item that you want to replace.
  2. Click the vertical ellipsis icon-ellipsis-vertical.pngicon.
  3. Click Replace Item.
  4. Select a different catalog item.
  5. Click Select to replace the item on the estimate.

Add Additional Notes

  1. Scroll to 'Notes' and click the arrow to expand the section.
  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:
    • To delete a section, click the Delete icon.
    • To add a new line, click Add New.
    • To add from your library, click Browse Library.