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Procore

Export an Estimate

Objective

To export an estimate from a project's Estimating tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions to the project's Estimating tool.

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 export.
  4. Click the vertical ellipsis icon-ellipsis-vertical.pngicon and select Export Estimate.
  5. Choose one of the following options:
    • Excel
    • Budget Template
    • PDF