Getting Started

Using Procore

• Navigating the Procore Dashboard

Accessing Project Documentation

• Documents
  • Procore Online
    • Upload Files into a Folder
    • Upload a New Version of a File
    • Download a Previous Version of a File
    • Download Files and Folders
    • Preview a File
    • Search and Filter for Files
    • Track a File or Folder
    • Email Files and Folders from the Documents Tool
  • Procore Drive
    • Setup Guide
    • Upload Files into a Folder in Procore Drive
    • Check Out/In a File in Procore Drive
    • Track/Untrack a File in Procore Drive

• Drawings
  • View Drawings
  • Add Drawing Markups
  • Download Drawings
  • Compare Drawing Revisions

Tracking Project Activity​

• Meetings
  • View a Meeting
  • Search for a Meeting
  • Export a Meeting as a PDF
  • Add a Meeting to Your Calendar
• ​RFIs
  • Create an RFI
  • Close an RFI
  • View RFIs
  • Export the RFI Log to a PDF or CSV
• Submittals
  • Create a Submittal
  • Distribute a Submittal
  • Create a Submittal Revision
  • Export Submittal Log to a PDF or CSV
• Snag List
  • Create a Snag List Item
  • Close a Snag List Item
  • Respond to a Snag List Item
  • View All Snag List Items
  • View Snag List
• Commitments
  • View a Subcontract
  • Submit a New Payment application as a Payment Application Contact