How do I complete tasks in Procore that I used to complete in the Standalone Procore Estimating application?

Background

If you were a customer using Procore Estimating (formerly known as Esticom), you might wonder how you can complete similar tasks in the Procore web application. Below is a list of tasks with links to relevant support articles

Answer

Note

Tasks related to Take-Off and Estimating are available in the Project level Estimating tool.
Tasks related to the Material or Cost Catalog are available in the Company level Cost Catalog tool.

Task in Procore Estimating (Standalone)	Task in Procore	Procore Tool
Add a Project	Create a New Project	Portfolio (Company level)
Activate or Deactivate Users	Edit a User Account in the Project Directory Remove Users from a Project	Directory (Project or Company level)
Add Project Tasks	Add a Task	Tasks (Project level)
Configure Cost Codes and Cost Types	Configure Settings: Estimating	Estimating (Project level)
Delete a User Account	Change a User's Permissions in the Project Directory	Directory (Project or Company level)
Edit Profile	Manage 'My Profile Settings'	-
Invite a User to a Project	Add a User Account to the Project Directory Invite or Reinvite a User to Join a Procore Project	Directory (Project or Company level)
Manage Users	Edit a Project Permissions Template Manage Project Permissions Templates	Permissions (Company level)
Upload Company Logo	Upload a Company Logo	Admin (Company level)
Upload Plans	Upload Drawings	Drawings (Project level)
View the Calendar	View a Project Schedule	Schedule (Project level)

See Also

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