Summary of "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)

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