Import an Estimate

Using a predefined Excel template allows you to quickly add large amounts of estimate data into Procore at once. This process ensures that your data is formatted correctly for a seamless import, reducing manual entry errors and saving time during the estimating phase of a project.

• Required Permissions:

  • 'Standard' or 'Admin' level permissions on the project's Estimating tool.

• Additional Information:

  • Do not modify the column headers in the predefined template, this will cause the import to fail.

  • To import an estimate, you must use the provided template.

1. Navigate to the project's Estimating tool.

2. Click Import.

3. Select Download Estimate Import Template.

4. Once downloaded, open the file in Microsoft Excel.

5. Enter the estimate information into the predefined columns. Show/Hide Details

   • Group: Enter the group name. Use this to keep your bid organized so bidders and reviewers can see costs broken down by specific project areas.

   • Layer: Assign an internal layer to make the estimating line item visible in the Takeoff tab.

   • Part: The specific material, labor, or equipment item associated with a line item. The imported data is plain text information and is not pulled from the Cost Catalog.

   • Part Multiplier: Enter a whole number or decimal. A factor applied to a single part to account for repetitive usage.

   • Group Multiplier: Enter a whole number or decimal at the group header level. A factor applied to an entire group of costs.

   • Subtotoal Item Cost: Enter the calculated total for that line item.

     • Quantity x Unit Cost

   • Unit Labor Time: Enter the estimated time it takes to install or perform one unit of work.

   • UoM (Labor Time): Enter the time increment used for labor (usually Hours or Minutes).

   • Difficulty Factor: Enter a factor greater than 1.0 to increase the labor time. For example, enter 1.25 to add a 25% "difficulty" buffer to the labor units.

   • Quantity: Enter the total amount of the item required for the scope. Ensure the quantity aligns with the units defined in the UoM field.

   • UoM (Quantity): Enter the Unit of Measure for the physical material.

   • Unit Cost: Enter the base price of one unit of material or labor before any markups.

   • Waste: Enter a percentage to account for overall project scrap, breakage, or minor errors across all resource types (Material, Labor, Equipment).

   • Material Waste: Enter the specific loss factor expected for that material. Unlike the general 'Waste' field, this ensures your labor hours don't accidentally inflate just because you need to buy extra physical product.

   • Margin: Enter your target profit percentage.

     • Sales Price (Margins) = Subtotal Item Cost ÷ (1 - Margin %)

   • Labor Margin: Enter your target profit percentage applied exclusively to the Labor cost portion of a line item. This allows for granular control over your overhead recovery on manpower.

6. Save your changes in the Excel file.

7. In Procore, click Import.

8. Select Estimate Import Template.