Below are the notable changes to the project's Estimating tool.
Note: See Cost Catalogue Release Notes for related release notes.
Unit of measure restriction removed from cost catalogue (19/04/2023)
Unit of measure options are now available for cataitem types in the Estimating tool. Previously, 'each' was the only measurement option. 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.
Automated area Takeoff for Roofing plans (20/10/2022)
The Automated Area Takeoff feature now includes Roofing as an option, which will allow you to run automated area detection for roofing plans. See Run Automated Area Takeoffs.
Edit and Replace Parts in Assemblies (13/10/2022)
You can now edit and replace cost catalogue item assembly parts in the Estimating tool, which helps to ensure that you can assign proper prices, description, cost codes to material parts. This is especially beneficial for "virtual" parts created under takeoffs (paint, surface area, weight, etc.) that don't have a material assigned. See Edit an Estimate.
Surface Area Parameter Added for Area / Volume TakeOffs (11/10/2022)
You can now select 'Surface Area' as an additional parameter for Area or Volume takeoffs. See Add Area or Volume Takeoffs. When Surface Area is selected, you can choose to include all sides, the top or bottom. The Surface Area information for the takeoff will be reflected on the relevant estimate in the Estimating tab.
Automated area Takeoff for concrete plans (15/08/2022)
As a follow-up to Procore's recent Automated Area Takeoff release for floor plans, you can now run automated area detection for concrete. See Run Automated Area Takeoffs.
Automated area Takeoff for Floor plans (03/06/2022)
Procore has added a new Automated Area Takeoff feature for the Takeoff tab in the Estimating tool. See Run Automated Area Takeoffs (or see this tutorial for the standalone Procore Estimating application).
Instead of needing to manually trace outlines of each room while adding a takeoff on a floor plan, you can now click one button to have Procore run a room detection across one or multiple drawings. After the detection is complete, you can select all the detected areas for a drawing at once or select specific rooms individually. This feature significantly helps to save time and improve efficiency during the takeoff and estimating process.
New Circle Mode for area Takeoffs (01/06/2022)
Procore has added a new 'Circle mode' that can be used on area takeoffs in the Estimating tool. With the Circle tool, you can quickly and easily add circular takeoffs as needed. See Add Area or Volume Takeoffs.
Global Estimating Settings Moved to the Company Level Admin Tool (01/04/2022)
To be more consistent with how default tool settings are managed for projects in Procore, the global settings for Estimating projects have been moved to the Company level Admin tool. See Configure Default Estimating Settings. The measurement unit can still be changed in a project's Estimating tool as needed. See Configure Settings: Estimating.
New 'Bid' Tab in the Estimating Tool (15/02/2022)
A new 'Bid' tab has been added to the Estimating tool in Procore. This is the same tender page that would load after clicking 'Show Tender'. See Generate Tender Estimates.
Copy or Move Groups to Other Estimates (03/02/2022)
You can now copy or move groups from the Estimating or Takeoff tabs to other estimates in the project. See Copy or Move a Group to Another Estimate.
'Weeks' and 'Months' Now Available for Labour Cost Catalogue Item Type (02/02/2022)
In addition to Minutes, Hours and Days, you can now use Weeks and Months to measure labour. See Add Items to a Cost Catalogue.
New 'EPD URL' Field for Catalaog Item Details (31/01/2022)
A 'EPD url' field has been added to the Catalog Details section of a cost catalogue item. See Add Items to a Cost Catalogue. 'EPD' is used for environmental declarations that are published online.