Excel to Procore in one step
3 to 5 weeksYou finish the tender in Excel and Bluebeam the way you do now. When you win, one action reads the estimate and creates the budget lines and the 50 to 70 purchase orders in Procore, ready for Ru to check and issue. No re-typing. This is the amber line on the diagram, and it's the one I'd do first.
What it looks like on a Tuesday
Ru opens the won tender's spreadsheet, presses one button, and sees a table: each estimate line matched to a cost code and a subbie, with anything uncertain flagged in amber. She fixes the two or three flagged lines, presses Create, and 60 draft purchase orders appear in Procore ready to issue. Nothing goes live until she says so.
What I need from you
- Three or four recent tender spreadsheets and the POs that came out of them.
- Read-only access to your Procore, then read-write once you've watched it work.
The risk
- If every tender spreadsheet is laid out differently, we spend the first week agreeing a template. That's still worth it.