Getting Started
Recommended Learning Path for Project Managers and Project Engineers
Internal Project Managers and Project Engineers will typically have 'Admin' permission on every tool at the Project level.
Pre-Construction
Project Setup
- Create a New Project
- Upload Project Plans (Project Manual, Drawings, Tender Instructions, Addendums, etc.)
- Update Project Directory
- Create Budget
- Create Main Contract
- Configure Project Team
Course of Construction
Documentation Management
Financial Management
Interactions with Main Contractor
Interactions with Vendors/Subcontractors
Monitor Project Activity
- View Project Dashboard
- View Site Diary
- Manage Inspections
- Manage Photos
- Manage Reports
- Create Custom Reports
Post Construction
Project Close-out
- Close Snag Items
- Extract Project Data Using Procore Extracts
- Change the project's status to Inactive. See Change the Status of a Project to Active or Inactive.