ProEst Training: Integrating ProEst and Procore

Overview

Concise summary of the ProEst <> Procore integration training video. This guide explains how to enable and configure the integration inside ProEst, map cost types/codes, send estimates to Procore (creating budgets, commitments, and change events), and where transferred data appears in Procore.

Note: This is a summary of the training video content, not a step-by-step transcript.

What this covers

• How to enable and configure the Procore integration inside ProEst.
• Mapping between ProEst cost types / sort types and Procore cost codes / abbreviations.
• How ProEst sends estimates to Procore to create budgets, commitments (purchase orders / subcontract orders), and change events.
• Where transferred data appears in Procore: Budget, Commitments, Schedule of Values, Drawings, Documents.

Key steps (setup + workflow)

1. Enable integration

   • In ProEst: System Settings → Company Setup → Integrations → turn on Procore.
   • Enter Procore username/password and log in; confirm a “successfully connected” message.

2. Configure mappings and options

   • Associate a company template and standard cost codes.
   • Optionally include documents from the ProEst estimate.
   • Map ProEst cost types to Procore cost code abbreviations.
   • Configure creation of sub-jobs (using short type or division).
   • Configure creation of commitments:
     • Define which sort type(s) create a Purchase Order (PO).
     • Define which sort type(s) create a Subcontractor Order (commitment).
   • Click “synchronize now” to import all Procore cost codes into ProEst accounting codes.

3. Prepare the estimate

   • Ensure every estimate line item has an associated cost code that matches the cost type being used.
   • Use sort types (phases) to create sub-jobs (example: phase 1–5).
   • Associate vendor and subcontractor fields on line items:
     • Lines with a vendor + material cost → will transfer as a Purchase Order in Procore.
     • Lines with a subcontractor + subcontractor cost → will transfer as a Commitment in Procore.

4. Send the estimate to Procore

   • In Estimate Center: click Edit, change the estimate status to Awarded.
   • Choose to send to an existing Procore project or create a new Procore project (or select None).
   • Save to trigger the transfer.

5. Verify in Procore

   • Budget: shows breakdown by sub-job with labor / material cost (budget creation).
   • Commitments: shows created purchase orders and subcontractor commitments.
   • Schedule of Values (inside each commitment): individual line items with quantity, unit, unit cost, and total.
   • Drawings: Procore accepts and processes drawings transferred from ProEst.
   • Documents: non-takeoff documents transferred appear under Documents.

6. Sending Change Events

   • In estimate details, select the target Procore estimate and choose to create a Change Event instead of updating the budget.
   • Save to create a Change Event in Procore; the Change Event lists included line items, unit of measure (UOM), unit cost, and totals.

Practical notes and constraints

• Mapping and synchronization are required before reliable budget transfer.
• Item-level vendor / subcontractor associations determine whether a line becomes a PO or a Commitment.
• You can create sub-jobs from ProEst sort types so they appear as sub-jobs in Procore.
• Documents and drawings can be included in transfers; drawings may require additional processing time in Procore.

What the tutorial demonstrates (deliverables)

• Successfully created a new Procore project and budget from a ProEst estimate (including commitments).
• Successfully created a Procore Change Event from a ProEst estimate.

Main speaker / sources

• ProEst training video / ProEst trainer (narrator)
• Destination system referenced: Procore (software platform)