Add Cost Catalog Items to an Estimate

Organizing your estimate with cost catalog items helps you track project expenses accurately. By entering specific quantities, waste percentages, and labor requirements, Procore automatically calculates total costs and sales prices to ensure your financial data remains consistent.

• Required User Permissions:

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

• Additional Information:

  • If Procore Project Financials is enabled, available budget codes are imported from the project budget.

  • If the ERP Integrations tool is enabled, budget code selections are available from your connected ERP integration.

  • The amounts you enter for quantities and costs automatically calculate the total cost, sales price, profit, and labor columns

1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
   OR
   Navigate to the project's Estimating tool.

2. Click the Estimating tab.

3. Locate the group you want to add items to.

4. Click the Add icon.

5. Mark the checkboxes next to any items you want to include and click Select.

6. Enter information into each column as necessary:
   Note: The amounts that you enter for these fields will automatically calculate to populate the Total Cost, Sales Price, Total Sales, Profit, and Total Labor columns.

Enter Cost Item Details on the Estimate

1. Complete the following fields as applicable:

   • Budget Code:

      Tip

     • If you have Procore Project Financials enabled, the budget code selections that are available have been imported from the project budget.

     • If you have the ERP Integrations tool enabled, budget code selections will be available from your connected ERP integration.

     1. In the Budget Code column, Click Select next to the estimate group to assign a code to the entire group.
        OR
        Click Select within an individual cost item to assign a code individually.

     2. Select a budget code from the drop-menu.

        • Optional: Click + Create Budget Code to create a code that is not listed. See Assign a Budget Code from an Estimate for more details.

     3. After your budget code has been applied, click any budget code to edit it.

        • Click the 'x' within the budget code to remove it.

   • Quantity: Enter the quantity of the item.

   • Item Cost: Enter the cost of the item.

   • Waste: Enter the waste amount as a percentage.

   • Margin/Markup: Click to switch between 'Margin' and 'Markup'. Enter a percentage of margin or markup to apply.

   • Labor (Mins / Hrs): Click to switch between 'Mins’ or 'Hrs'. Enter the amount of labor required in hours or minutes.

   • Difficulty: Enter the difficulty level to multiply the cost..

   • Tax: Mark the checkbox if the item is taxable.