Create a Purchase Order from an Estimate

Objective

To create a purchase order from an estimate in a Procore project.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions to the project's Estimating AND Budget tools.
• Additional Information:
  • The estimate has to be sent to the budget before you can create a purchase order. 

Steps

1. Navigate to the project's Estimating tool.
2. Click the Estimating tab.
3. Select the estimate.
   
4. Click the Actions menu.
   
5. Select Create Purchase Order.
    

See Also

• Send an Estimate to the Budget
• Create a Prime Contract from an Estimate
• Add an Estimate
• How do cost types from Procore Estimating map to Procore's Budget tool?