Getting Started

Pre-Construction

Monitor Project Activity

1. View Project Dashboard
2. View Site Diary
3. Manage Inspections
4. Manage Photos
5. Manage Reports
6. Create Custom Reports

Documentation Management ​

1. Upload and Manage Project Programme
2. Manage Documents | Training Video
3. Manage RFIs
4. Create and Distribute Submittals
5. Create Meetings
6. Upload Drawings  | Training Video
7. Upload Drawing Revisions

Financial Management 

1. Manage Budget
2. Manage Main Contract
3. Manage Commitments (Purchase Orders and Subcontracts)

Interactions with Design Team

1. Assign RFIs 
2. Create and Assign Submittals
3. Distribute Meeting Minutes

Interactions with Subcontractors

1. Create Purchase Orders (Commitments)
2. Create Subcontracts (Commitments)
3. Create a Payment Application on Behalf of a Subcontractor
4. Add Payments Issued
5. Create Commitment Variations
6. Create Snag List | Training Video
7. Create an Observation

Interactions with Owner

1. Distribute Meeting Minutes
2. Create an Owner Payment Application
3. Create a Main Contract Variation
   • Create a Potential Variation for a Main Contract
   • Create Variation Requests (VR)

Project Close-out

1. Close Snag Items
2. Extract Project Data Using Procore Extracts
3. Change the project's status to Inactive. See Change the Status of a Project to Active or Inactive.