Site Map
Below is an exhaustive sitemap of Procore's Support Center site (https://support.procore.com).
- Procore Certification
- Continuing Education
- FAQ
- Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
- Are pending commitments automatically synced with integrated ERP systems?
- Are subcontracts and purchase orders private by default?
- Are there additional costs to use Procore Sync?
- Are there any system limitations when projects have multiple main contracts?
- At what tier can an owner approve a Main Contract Variation (MCV)?
- Can a person be associated with multiple vendor/company records in the Company Level Directory Tool?
- Can tenderers submit their tender via email or must they sign in?
- Can I access Forms offline?
- Can I add personal avatars or profile photos for other users?
- Can I apply permission templates to multiple contacts at one time?
- Can I attach a photo to a snag list item from my mobile device?
- Can I change a person's email address in the Directory?
- Can I change the language of my Company, Project or User in Procore?
- Can I change the language that Procore scans my drawings for?
- Can I change the name of a meeting?
- Can I change the selected vendor type after a company has been synced?
- Can I copy one project's Documents folders to a new project?
- Can I create a list of overdue Main Contract Variations (MCVs)?
- Can I create an RFI with a duplicate number?
- Can I delete a Sage 300 CRE cost code, cost type or vendor from Procore?
- Can I disable the Change Events tool?
- Can I edit or delete a commitment after its been synced with an integrated ERP system?
- Can I enable the Change Events tool on my existing project?
- Can I enforce required fields in a form?
- Can I export a correspondence if it is set to private?
- Can I export Procore budget modifications to an integrated ERP system?
- Can I fill out a form on my mobile device?
- Can I fill out forms on the web version of Procore?
- Can I import clashes and clash groups into the Coordination Issues tool?
- Can I include required fields in a fillable PDF form?
- Can I include signature fields in my fillable PDFs?
- Can I integrate my LMS with Procore Certification?
- Can I limit the number of cost codes available to choose from when creating timesheet entries?
- Can I log into the Procore Web application directly if my company has implemented SSO?
- Can I make all my emails private?
- Can I make files and folders in the Documents tool private by default?
- Can I mark all photos 'Private' in the project's Photos tool?
- Can I provide users with 'Read-Only' level permissions with limited access to update information in Procore?
- Can I rearrange the order of site diary sections?
- Can I receive weather delay alerts by phone or email?
- Can I remove a line item from a tender?
- Can I report on content in the Forms tool?
- Can I rotate a drawing in Procore?
- Can I search the contents of a fillable PDF?
- Can I send a tender update email to every vendor/subcontractor?
- Can I send correspondence after the tender due date?
- Can I set up multiple Favorites lists for my project tools to apply to different projects?
- Can I update the Percent Complete field on the Procore web application?
- Can I upload drawings with the same revision?
- Can I upload fillable PDFs that are password protected?
- Can I use Procore Sync offline to update my files?
- Can I use Procore's mobile application in offline mode?
- Can I use the Procore Extracts application on a Mac?
- Can I watch Procore Certification and Continuing Education courses from my mobile device?
- Can I integrate an existing Sage project with Procore?
- Can the drawing markup tool be disabled?
- Can users with 'Standard' level permission create RFIs?
- Can you make a correspondence that is set to private public?
- Can I Unlink MCVs Synced with an ERP System?
- Do I need to create a dedicated user account in Sage 300 CRE for the hh2 synchronisation client?
- Do I need to create Procore user accounts if our company implements SSO?
- Do meetings integrate with Microsoft Outlook Calendar?
- Do Procore's SSO integrations support single or multiple domains?
- Do project owners and subcontractors need a DocuSign® account?
- Do we have to create and send all our project emails with the Emails tool?
- Does a subcontractor need a copy of their payment application invitation to submit a payment application?
- Does a user need to log in to Procore to respond to an RFI?
- Does Procore Sync work with my network drive?
- Does Procore Sync support proxy servers?
- Does Procore Sync work with Macintosh computers or my mobile device?
- Does the hh2 synchronization process for Sage 100 Contractor require a Terminal Server?
- Does the hh2 synchronization process for Sage 300 CRE require a Terminal Server?
- For which items in Procore should I make templates?
- How are commitments numbered in Procore?
- How are Procore emails protected against spam filters?
- How are submittals numbered in Procore?
- How are the date columns in submittal custom reports calculated?
- How can I add the '[Procore] Project Shutdown' inspection template to my Procore account?
- How can I check who has permissions to see a specific correspondence?
- How can I check who has permissions to see a type of correspondence?
- How can I determine the order in which variations were approved?
- How can I email a submittal so people can reply through email?
- How can I improve the accuracy of OCR on my drawings?
- How can I improve the accuracy of Specification Section Identification?
- How can I keep track of emailed drawings?
- How can I move drawings to another drawing area?
- How can I see where my non-budgeted line items are coming from?
- How can I tell if a Procore project is synced with an integrated ERP system?
- How can I tell if a Procore project's budget is synced with an integrated ERP system?
- How can I use Procore's Hot Work Permit PDF in my project's Forms tool?
- How can I use Procore's Incidents tool to record Coronavirus (COVID-19) infection information?
- How can I use Procore's Job Hazard Analysis PDF in my project's Forms tool?
- How can I use Procore's Toolbox Talk Sign-In PDF in my project's Forms tool?
- How can I use tax codes on a Procore project?
- How can I use the '[NextWave Safety Solutions] Concrete Pre-Pour' inspection template on my project?
- How can I use the '[NextWave Safety Solutions] Ladder Safety - Simple Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Backfill Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Drywall Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Roofing Checklist' inspection template on my project?
- How can I use the '[OSHA] Daily Inspection of Trenches and Excavations' inspection template on my project?
- How can I use the '[OSHA] Lockout/Tagout Procedures' inspection template on my project?
- How can I use the '[OSHA] Materials Handling' inspection template on my project?
- How can I use the '[Procore] Equipment Pre-Operation Checklist' inspection template on my project?
- How can I use the '[Procore] Jobsite Cleanliness and Preparedness Checklist' inspection template on my project?
- How can I use the '[Procore] SWPPP - Construction Site Stormwater Checklist' inspection template on my project?
- How can I view a custom Training Centre?
- How can I view reports of a single log or a single person within a log?
- How do I access my company's Training Centre?
- How do I add a multi-tiered location to an item?
- How do I add a new Sage 300 CRE cost code or cost type?
- How do I add an avatar or profile photo to Procore?
- How do I add GST to my budget?
- How do I add or edit project cost codes when my company's Procore account is ERP-integrated?
- How do I add people to the submittal workflow?
- How do I add 'Procore' as an endorsable skill on my LinkedIn profile?
- How do I add someone as an employee of my company?
- How do I add timesheet hours to my budget?
- How do I add tools to my Favorites list in Procore?
- How do I add unit-based line item details in Procore's budget import template?
- How do I allow 'Standard' users to add to the Project Directory?
- How do I allow users to update the 'Percent Complete' field in the Programme tool?
- How do I apply markups from a previous revision to a new revision?
- How do I apply the site safety inspection template to a project?
- How do I archive and unarchive a cost code?
- How do I attach multiple files at once to a transmittal?
- How do I avoid and report phishing emails?
- How do I bill for stored materials in Procore?
- How do I build a Training Centre?
- How do I change a known password?
- How do I change companies in Procore's navigation bar?
- How do I change my name or email address in Procore Certification?
- How do I change my web browser's default email client for mailto links?
- How do I change the 'Responsible Contractor' field on a submittal?
- How do I choose a Default Snag Item Manager for my project?
- How do I configure a prefix and starting number for a project's RFIs?
- How do I configure my web browser to allow popups from Procore?
- How do I configure privacy settings for a correspondence item?
- How do I control which emails are sent by Procore during the RFI process?
- How do I control which emails are sent by Procore from the Snag List tool?
- How do I convert Procore support articles, tutorials and FAQs into a PDF?
- How do I create a billing period for a payment application?
- How do I create a bookmark to Procore?
- How do I create a desktop shortcut to Procore?
- How do I create a fillable PDF?
- How do I create a new project permission template from a Project Directory?
- How do I create an allowance and/or contingency report?
- How do I create or join a Zoom meeting in Procore?
- How do I customise submittal responses?
- How do I delete line items in approved variations?
- How do I determine the latitude and longitude values of an address?
- How do I determine whether a snag list item has been sent?
- How do I display a list of project dates on the Home page?
- How do I download Procore's Windows mobile application?
- How do I download the Google Chrome browser?
- How do I download the Mozilla Firefox browser?
- How do I download Procore's Android mobile application?
- How do I download Procore's iOS mobile application?
- How do I edit a project programme in Procore?
- How do I enable additional workforce labour types for the Site Diary?
- How do I enable the DocuSign Integration?
- How do I export a project budget from Procore to Sage 300 CRE?
- How do I export cost forecast data from a Procore budget to Sage 300 CRE?
- How do I filter items by multi-tiered locations?
- How do I filter out 'Recycled' items from a custom RFIs report?
- How do I find the project ID?
- How do I get a DocuSign® account?
- How do I get the latest version of Safari for Mac OS X?
- How do I give users access to the Prequalifications tool?
- How do I invite users and collaborators to my company's Procore account?
- How do I know if my DocuSign account is synced with Procore?
- How do I know if someone has made a change to a site diary?
- How do I know if someone has downloaded a file?
- How do I log in to Procore's Support site?
- How do I log in to Procore using Okta SSO?
- How do I log in to Procore's Support site?
- How do I log into Procore using Microsoft Azure AD SSO?
- How do I look at the Site Diary for multiple days?
- How do I make my snag list items private by default?
- How do I manage the storage the Procore mobile app is using on my device?
- How do I mark an assignee as a required responder on an RFI?
- How do I navigate Procore's tools?
- How do I open an RFI as an assignee?
- How do I post an idea for Procore?
- How do I prepare my data for import into Procore?
- How do I preserve cost code formatting in Excel?
- How do I prevent commitment line item overbilling on a subcontractor payment application?
- How do I rate a page and send feedback?
- How do I remove a submitter or approver from a submittal workflow while the approval process is in progress?
- How do I remove files from Procore Sync to save storage space on my PC?
- How do I report an issue from Procore's mobile app?
- How do I request access to a custom Training Centre?
- How do I reset an unknown password?
- How do I resolve a "Path too long" error in Procore Sync?
- How do I resolve a "Sync Failed" error on a project in Procore Sync?
- How do I revoke project access for a Procore user?
- How do I set the accounting method for a commitment or main contract?
- How do I set up a budget view for real-time labour costing?
- How do I set up permissions for a correspondence type?
- How do I configure Procore for Okta SSO (SAML 2.0)?
- How do I set up Single Sign-On (SSO) with Procore?
- How do I set up the 'Procore Labour Productivity Cost' budget view?
- How do I set up a project in Procore?
- How do I setup the subcontractor payment applications and payments feature for Procore + QuickBooks?
- How do I share feedback with Procore?
- How do I show historical minutes on a Meeting PDF?
- How do I sign in to Microsoft Office 365 in the Documents tool?
- How do I sign-up for Procore Certification if I do not have Procore login credentials?
- How do I stop a meeting item from carrying over to a follow-up meeting?
- How do I submit a response to a 'Draft' RFI when I am the RFI Manager?
- How do I test the Azure AD SSO integration before deploying it to my end users?
- How do I track non-commitment costs on a change event?
- How do I update Procore Sync?
- How do I update Procore Sync and my Microsoft .NET Framework?
- How do I upgrade my web browser to Internet Explorer 11?
- How do I use Procore's live chat support?
- How do I use Tags/Keywords in Procore?
- How do I use the navigation bar to go back to the Company Portfolio?
- How do I use the notification centre?
- How do I verify an Australian Business Number (ABN)?
- How do I view incomplete certification or continuing education lessons?
- How do the Change Events tool's column display settings work?
- How does hh2 connect to the Sage 300 CRE server?
- How does Procore assign numbers to RFIs?
- How does Procore automatically complete amounts on an owner invoice?
- How does Procore calculate the 'Current Payment Due' amount on a payment application?
- How does Procore Sync handle conflict files?
- What is the Budget Forecast Report?
- How does the hh2 synchronization client connect Procore to Sage 100 Contractor?
- How does the hh2 synchronization client transmit data?
- How does the Integration by Ryvit connect Procore with Viewpoint® Vista™?
- How does the Office 365 integration in Procore's Documents Tool work?
- How does the Snag List Workflow affect my existing snag list items?
- How does the Transport Layer Security v1.2 requirement impact users?
- How does the X.509 certificate upgrade impact users?
- How is security handled with third-party applications?
- How long does it take to extract data from Procore?
- How often can I sync data between Procore and Viewpoint® Spectrum®?
- How often can I sync data between Sage 100 Contractor and Procore?
- How often can I sync data between Sage 300 CRE and Procore?
- How often can I sync data using the Integration by Ryvit?
- How should I adjust my forecast view if the Main Contracts tool is disabled?
- How should I adjust my budget view if the Main Contract tool is disabled?
- How do I select which Viewpoint® Spectrum® jobs appear in the Select a Job Template list of the ERP Integrations tool?
- How will configured fieldsets affect my existing projects?
- How will my previous equipment entries from the Site Diary work with the Equipment tool?
- How will my previous Timecard entries work with Timesheets?
- How will the new Planroom experience affect an Admin?
- I clicked "prevent this page from creating additional dialogues." How can I undo this?
- I thought I added a user, but now I can't find that person. What happened?
- If a user doesn’t have permissions to view a specific correspondence type, can they see that correspondence type in their Project Overview dashboard?
- Is data automatically synchronized between ProEst and Procore?
- Is there a minimum passing score for Procore Certification quizzes?
- Is there a way to bulk replace an approver, submitter or reviewer on a project's submittals?
- Is there a way to see all the open items in Procore assigned to me?
- Should I enable the Specifications tool on my project?
- Should I integrate my Microsoft Project Programme in Procore's web application or Procore Drive?
- Should I update my Budget View to add RFQ values to the budget?
- To whom can I assign an RFI?
- Why can't I log in to Procore?
- What's the difference between a job, a parent job and a sub job?
- What are App Configurations and how do I work with them?
- What are best practices for using multiple (phased) budget uploads?
- What are configurable fieldsets and which Procore tools support them?
- What are 'cost types' and how does our ERP integration support them?
- What are custom fields and which Procore tools support them?
- What are custom project roles?
- What are Drawing Areas?
- What are dynamic approver due dates?
- What are meeting minutes?
- What are multi-tiered locations?
- What are Procore's default change types and change reasons?
- What are Procore's default cost codes?
- What are Procore's default cost types?
- What are Procore's standard budget views?
- What are 'production quantities'?
- What are "related items" in Procore?
- What are role-based permissions?
- What are specifications?
- What are the blue icons in my drawings log?
- What are the budget warning banner changes?
- What are the column header updates in the import templates?
- What are the default observation types used for?
- What are the default permission levels in Procore?
- What are the default project permissions templates in Procore?
- What are the default statuses for insurance in Procore?
- What are the default submittal responses in Procore?
- What are the default submittal statuses in Procore?
- What are the default submittal types in Procore?
- What are the differences between Procore's time modules?
- What are the different variation tiers?
- What are the different RFQ statuses and how do they affect cost and variation amounts?
- What are the DocuSign fields and can I customise them?
- What are the financial line items in custom reports?
- What are the new features for Quality and Safety?
- What are the new Invoicing Betas?
- What are the new Procore Product Categories?
- What are the threshold values for the Portfolio tool's Health Dashboard?
- What are Touch Commands?
- What data is synced between Procore and Sage 100 Contractor?
- What data is synced between Sage 300 CRE® and Procore?
- What data is synced with the Integration by Ryvit connector?
- What do I do when a commitment fails to export from the ERP Integrations tool?
- What do the dates in the project's Admin tool mean?
- What do the different DocuSign® banners in Procore mean?
- What do the different icons on my files mean in Procore Sync?
- What do the ERP icons mean?
- What do the snag item colour codes on a drawing mean?
- What does each column in the 'Submittals Log' represent?
- What does each permission level mean?
- What does it mean when my DocuSign account is 'synced' with my Procore account?
- What does the "Search" box in the Photos tool search for?
- What domains do I need to whitelist?
- What email notifications are sent for Approval Workflows in Portfolio Financials?
- What encryption standard does Procore use to protect user data?
- What fields are searched in the Directory tool?
- What fieldset configurations are recommended for configurable fieldsets?
- What file types does the Forms tool support?
- What gets copied over to a new project when applying a project template?
- What happened to sequential and parallel approval in the submittal workflow?
- What happened to the RFIs Question and Responses Report?
- What happens if I have duplicate company records in Procore's Company Directory?
- What happens to existing submittals when 'Dynamic Approver Due Dates' is enabled?
- What happens when I share a report with another Procore user?
- What if my spec sections or divisions start in the middle of a page?
- What information is searchable using Procore Search?
- What is a budget code?
- What is a Certification Centre?
- What is a change event?
- What is a variation?
- What is a construction project's programme?
- What is a 'contact' in Procore and which project tools support the concept?
- What is a site diary?
- What is a 'Draft' RFI?
- What is a 'Draft' submittal?
- What is a drawing set?
- What is a fillable PDF?
- What is a forecasting view?
- What is a partial budget line item?
- What is a permission template?
- What is a Project Template?
- What is a snag list?
- What is an 'Instruction' or 'Site Instruction'?
- What is a specification set?
- What is a submittal?
- What is a submittal package?
- What is a submittal revision?
- What is a system tray?
- What is a Test Project?
- What is a T&M Ticket?
- What is a Training Centre?
- What is a transmittal in Procore?
- What is an advanced search symbol in Procore?
- What is an assignable permission template?
- What is a payment application contact?
- What is an RFI?
- What is App Management?
- What is Assemble and how does it integrate with Procore?
- What is Asta Powerproject and how does it integrate with Procore?
- What is blind tendering?
- What is Bluebeam Studio?
- What is in the emails sent from Procore?
- What is Inspection Template Item Quick Add?
- What is iSqFt and how does it integrate with Procore?
- What is phishing?
- What is Primavera P6 and how does it integrate with Procore?
- What is Procore BIM?
- What is Procore's Recycle Bin?
- What is Procore's uptime?
- What is Single Sign-On (SSO)?
- What is sliding scale retention?
- What is the accounting approver role?
- What is the construction tendering process?
- What is the Correspondence tool?
- What is the Date Notified field in my Snag List?
- What is the default behaviour for playing certification videos on certain browsers?
- What is the difference between a distribution group and distribution list in Procore?
- What is the difference between a labour-costing budget view and field production report?
- What is the difference between a submitter and approver in submittals?
- What is the difference between custom fields and configurable fieldsets?
- What is the difference between horizontal and vertical financial markup on main contract variations?
- What is the difference between personal and published drawing markups?
- What is the difference between raster and vector content in PDFs?
- What is the difference between SP- and IdP-Initiated SSO?
- What is the difference between the Variations Tool and the Variations Subtab within the Main Contracts and Commitments Tools?
- What is the "File Rename Information" file included with my extracted project data?
- What is the Financials Dashboard?
- What is the maximum character length for a commitment's 'Title'?
- What is the maximum character length for a commitment's 'Number (#)'?
- What is the maximum character length for a 'Company Name' in the Directory tool?
- What is the new report index page?
- What is the Procore plugin and what is it used for?
- What is the Snag List Workflow?
- What is the RFI Manager role?
- What is the 'Programmes' folder in the Documents tool and why can't I delete it?
- What is the 'Submittal Manager' role?
- What is the unpublished status on drawings?
- What options are available for the Gantt chart view in the Project level Programme tool?
- What options do I have for numbering RFIs in Procore?
- What permissions do tenderers need in order to be invited to tender and submit a tender?
- What permissions do I need to add users to a Procore project?
- What tabs are available in the ERP Integrations tool?
- What types of correspondences can be created with the Correspondence tool?
- What version of Procore Sync am I running?
- What's the difference between adding an assignee to a RFI and forwarding an RFI for review?
- What's the difference between Procore's People Import Template and Company Import Template?
- When a Sage 300 CRE vendor is linked to a Procore company, is the address synced?
- When do the download links in emails sent from Procore expire?
- When does my user session expire on Procore's Support site?
- When does the RFIs tool send email notifications?
- When does the Submittals tool send email notifications to Procore users?
- When I import my Programme of Values, will blank line items be imported?
- When updating the Work Log section, why can't I see any names in my resource list?
- Where and how does Procore store customer information?
- Where can I find the email address to send site diaries, photos, documents and emails to Procore?
- Where can I sign up for free public trainings?
- Where did Field Productivity go in Procore?
- Where did Quality and Safety go in Procore?
- Where do I put my tender documents in Procore?
- Where do the selections in the 'Spec Section' drop-down list come from?
- Which Asta Powerproject file formats are supported by Procore?
- Which budget views should I add to my Procore projects?
- Which calculation method should I choose when using the Forecast to Complete feature?
- Which canned reports are available in the Company level Reports tool?
- Which cost code formats are supported by Procore + Sage 300 CRE?
- Which data columns are in a Site Production Report?
- Which data columns are included in the Budget Detail tab?
- Which data columns can I add to a custom Submittals report?
- Which data entry fields do I have permission to see when creating an RFI?
- Which fields can Procore automatically populate when uploading drawings?
- Which fields can Procore automatically populate when uploading specifications?
- Which fields in the Correspondence tool can be configured as required, optional or hidden?
- Which fields in the Site Diary tool can be configured as required, optional or hidden?
- Which fields in the Directory tool can be configured as required, optional or hidden?
- Which fields in the Documents tool can be configured as required, optional or hidden?
- Which fields in the Drawings tool can be configured as required, optional or hidden?
- Which fields in the Incidents tool can be configured as required, optional or hidden?
- Which fields in the Inspections tool can be configured as required, optional or hidden?
- Which fields in the Observations tool can be configured as required, optional or hidden?
- Which fields in the Snag List tool can be configured as required, optional or hidden?
- Which fields in the RFIs tool can be configured as required, optional or hidden?
- Which fields in the Specifications tool can be configured as required, optional or hidden?
- Which fields in the Submittals tool can be configured as required, optional or hidden?
- Which fields on the create or update project page can be configured as required, optional or hidden?
- Which file formats are supported when exporting a project's submittals?
- Which filters are 'sticky' in the Submittals tool?
- Which filters are supported in the Portfolio tool's views?
- Which insurance fields in a Procore company sync with Sage 300 CRE vendors?
- Which integrated ERP systems support the 'cost type' concept?
- Which integrated ERP systems support the 'Sub Job' concept?
- Which logos appear on PDF exports in Procore?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which main contract and MCV fields are synced with Procore and Viewpoint Spectrum?
- Which Procore platforms support Azure AD SSO?
- Which Procore project tools support the DocuSign® integration?
- Which Procore project tools update data in the Site Production Report?
- Which Procore tools can I use to add production quantities to my project's budget?
- Which Procore tools can I use to create a change event?
- Which Procore tools support Granular Permissions?
- Which project tools support Procore Search?
- Which setting do I enable in QuickBooks® to export invoices with the ERP Integrations tool?
- Which settings are available in Procore?
- Which SSO identity providers are supported by Procore?
- Which tablet device should I purchase for using Procore?
- Which units of measure (UOM) are included on Procore's master list?
- Which versions of Microsoft Project does Procore support?
- Which weather providers are supported by Procore?
- Which web browsers are supported by Procore?
- Who can be designated as an 'Assignee' on an RFI?
- Who can I assign a task to?
- Who can view a 'Draft' RFI?
- Who gets notifications from observations?
- Who owns the data in my Procore account?
- Who receives a correspondence item email notification?
- Who receives a notification for updates in the Drawings tool?
- Who receives an email when a submittal is created or updated?
- Who receives emails about coordination issues?
- Who receives notification emails when a vendor's insurance expires?
- Why am I getting an error when downloading Procore Drive?
- Why am I having problems playing training videos?
- Why am I not seeing all of my viewpoints in the viewpoints import tool?
- Why am I not seeing my issues after I associate the file to my project?
- Why am I receiving an error message when importing user and vendor contacts?
- Why am I receiving Procore emails at night?
- Why am I seeing an "Out of Sync. Admin level permission required" error in Procore Sync?
- Why am I unable to delete a variation?
- Why am I unable to download and open a .ZIP file from Procore?
- Why am I unable to edit a variation?
- Why am I unable to log in to the Procore Certification site?
- Why am I unable to assign users to a RFQ?
- Why are automatic drawing sheet links missing?
- Why are my variation's line items being duplicated on my owner's payment application?
- Why are my variation line items duplicated on my subcontractor payment application?
- Why are my courses not showing up in my Procore Certification profile?
- Why are my drawing comparisons failing?
- Why are my drawing uploads failing?
- Why are my files not syncing with Procore Sync?
- Why are my specification uploads failing?
- Why are my training courses missing?
- Why are recent changes to my Sage database missing in Procore?
- Why are some files missing after downloading from Procore Sync?
- Why are some of my sub folders in my [Tender Documents] folder not showing up when my tenderers download them?
- Why are the status icons for Procore Sync not showing?
- Why are the weather conditions not showing on my Site Diary weather log?
- Why are viewpoints being created after I use the markup tools?
- Why can I see the Main Contracts tool but cannot view the Main Contract?
- Why can I view the Commitments tool but cannot see any commitments?
- Why can't I add Procore tools to my Favorites list?
- Why can't I change the weather delay or any of the boxes on that row?
- Why can't I create a variation?
- Why can't I create a follow-up meeting in the Meetings tool?
- Why can't I create or activate Procore projects?
- Why can't I delete items in Procore?
- Why can't I log in to my Certification Analytics Dashboard?
- Why can't I receive email from Procore?
- Why can't I see all of my Favorite tools on a project?
- Why can't I see one of my users in my Certification Analytics?
- Why can't I see the Accept/Reject options in the ERP Integrations tool?
- Why can't I see the Favorites tab in My Profile Settings?
- Why can't I see the Sync or Refresh buttons in the ERP Integrations tool?
- Why can't I turn OFF the 'Action Required' emails sent from the Submittals tool?
- Why can't I update my Procore App? (iOS)
- Why can’t I use the cloud redline tool in Navisworks®?
- Why did Procore switch from procoretech.com to app.procore.com?
- Why do I need to log in to Procore's Support site?
- Why do I not have permission to view this web page?
- Why do I see an error when trying to export data to Sage 300 CRE?
- Why do my Budget's Job To Date Costs not match my Subcontractor Payment Application Amounts?
- Why do some of our project's RFI numbers have two prefixes?
- What does beta mean?
- Why is it valuable to have 'Procore' as an endorsable skill on my LinkedIn profile?
- Why is McAfee's spam filter delaying Procore email?
- Why is my tender package missing from the Planroom?
- Why is my Certification Analytics page blank?
- Why is the Financial Health section of the Health Dashboard not configured?
- Why is my form template not loading?
- Why is the 'My Open Items' list not showing tasks that have been assigned to me?
- Why is my Procore Certified Certificate missing?
- Why is my Procore project missing from the ERP Integrations tool?
- Why is my Sage 300 CRE data not syncing?
- Why is the Add Visual button unavailable on my custom report?
- Why is the browse button missing in the Documents tool?
- Why is the delete button dimmed and not available in the Programme tool of Procore Drive?
- Why is the percentage complete less than 100% for a Procore Certification course?
- Why is the Procore Drive desktop shortcut not working?
- Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?
- Why is the Signed Contract Received Date field disabled when DocuSign is ticked?
- Why isn't my project weather working?
- Why isn't Procore Sync updating?
- Why isn't the project's budget view reflecting labour costs and production quantities from timecard entries?
- Why was the "Procore Fundamentals" training course deprecated?
- Why were the "Deep-Dive Training" courses deprecated?
- Will Procore convert my non-fillable PDF to a fillable PDF?
- Getting Started with Procore
- Getting Started Midway Through Implementation
- Product Releases
- Changes by Tool
- Coming Soon
- Monthly Webinar
- New Releases
- 2019
- Action Plans: (Coming Soon!) New Project Level Action Plans Tool
- Admin: App Management Metrics
- Admin: New Configurable Fieldsets for the T&M Tickets Tool
- Admin: (Coming Soon!) Construction Volume Dashboard
- Admin: (Coming Soon!) Custom Fields and Custom Sections for Submittals Tool
- Admin: Custom Fields for Incidents Tool
- Admin: Custom Fields for Inspections Tool
- Admin: (Coming Soon!) Default Project Stages
- Admin: Delete Custom Fields
- Admin: New Project Level Language Selection
- Admin: Observation Type Custom Translations
- Bidding: New! "TBD" Option for Bid Due Date
- Change Events: Removed Sidebar from Change Events Tool
- Change Events: Visual Redesign of Change Events Tool on the Procore Mobile App
- Commitments: Removed Sidebar from Commitments Tool
- Commitments: Sliding Scale Retention Now Available in All Countries
- Company Timesheets: New Bulk Actions Menu Options & Improved Pagination
- Coordination Issues: Activity Feed on List View Side Panel
- Coordination Issues: New Integration with the Models Web Viewer
- Coordination Issues: Link Issues to Drawing Markups
- Correspondence: New! Project Level Correspondence Tool
- Documents: Create Custom Fields
- Drawings and Specifications: Configurable Fieldsets and Custom Fields
- Drawings: Sync Drawings by Discipline on the Procore Mobile App
- Drawings: Updated Markup Toolbar
- ERP Integrations: Import Sage 300 CRE Tax Groups into Procore
- ERP Integrations: Export Subcontractor Invoices to Sage 300 CRE©
- ERP Integrations: Unlink CCOs Synced with Sage 100 Contractor
- Billed Rate Transactions with Sage 300 CRE®
- Forms: New Compay and Project Level Empty States View
- Incidents: Body Parts Diagram Now Available on Mobile
- Incidents: Body Diagram Added to 'Body Parts Affected' Menu
- Incidents: New Options in 'Body Parts Affected' Drop-Down Menu
- Inspections: New Company and Project Level Empty States View
- Integrations: (Coming Soon) Deprecation of Tableau Web Data Connector
- Invoice Management: New Status Cards & Data Columns in the Invoicing Tool
- Meetings: GoToMeeting Integration
- Models: Import Viewpoints into the Web Viewer
- Models: Measure Shortest Distance Between Objects
- Models: New Hotkey Navigation on Web Viewer
- My Profile Settings: New User Level Language Selection
- My Time: Geofence Clock In & Out Reminders
- Permissions: (Coming Soon!) New Company Level Permissions Templates
- Photos: Delete Photos from the Photo Tool's Recycle Bin
- Portfolio Financials: Link Projects and Share Users Between Portfolio Financials and Project Management
- Prequalifications: Create and Edit Custom Prequalification Questions
- Procore Analytics: Q2 2020 Releases
- Procore Analytics: Q3 2020 Releases
- Procore iOS App: No Longer Providing Updates for iOS 12
- Project Financials: Advanced Forecasting for the Budget Tool
- Project Financials: New 'Procore Labor Productivity Cost' Budget View
- Quality and Safety: (Coming Soon) Fields Updated on iOS, Android, and Web
- Reports: Updated Quality and Safety Reporting Fields
- Project Home: New! Request Apps from App Marketplace
- RFIs: New Granular Permission to Act as RFI Manager
- Procore: Search for Items Within a Project
- Submittals: (Coming Soon!) New Markup Tools for Submittal PDF Attachments
- Timesheets: Added Description Field
- Timesheets: New! Export Timecard Entries into Sage 300 CRE®
- Timesheets: New! Split Timecard Hours & New Time Type Columns
- T&M Tickets: New! Project Level Time & Materials Tickets Tool
- Windows 10 App: (Coming Soon!) End of Support for Windows 10 App
- Quarterly Releases
- Weekly Release Notes
- Release Notes for 2017-12-04
- Release Notes for 2017-12-11
- Release Notes for 2017-12-18
- Release Notes for 2017-12-22
- Release Notes for 2018-01-02
- Release Notes for 2018-01-08
- Release Notes for 2018-01-16
- Release Notes for 2018-01-23
- Release Notes for 2018-01-29
- Release Notes for 2019-02-04
- Release Notes for 2018-02-05
- Release Notes for 2018-02-12
- Release Notes for 2018-02-20
- Release Notes for 2018-02-26
- Release Notes for 2018-03-05
- Release Notes for 2018-03-12
- Release Notes for 2018-03-19
- Release Notes for 2018-03-26
- Release Notes for 2018-04-02
- Release Notes for 2018-04-09
- Release Notes for 2018-04-16
- Release Notes for 2018-04-23
- Release Notes for 2018-04-30
- Release Notes for 2018-05-07
- Release Notes for 2018-05-14
- Release Notes for 2018-05-21
- Release Notes for 2018-05-29
- Release Notes for 2018-06-04
- Release Notes for 2018-06-11
- Release Notes for 2018-06-18
- Release Notes for 2018-06-25
- Release Notes for 2018-07-02
- Release Notes for 2018-07-09
- Release Notes for 2018-07-16
- Release Notes for 2018-07-23
- Release Notes for 2018-07-29
- Release Notes for 2018-08-06
- Release Notes for 2018-08-13
- Release Notes for 2018-08-21
- Release Notes for 2018-08-27
- Release Notes for 2018-09-05
- Release Notes for 2018-09-10
- Release Notes for 2018-09-17
- Release Notes for 2018-09-24
- Release Notes for 2018-10-01
- Release Notes for 2018-11-05
- Release Notes for 2018-10-08
- Release Notes for 2018-10-15
- Release Notes for 2018-10-22
- Release Notes for 2018-10-30
- Release Notes for 2018-11-12
- Release Notes for 2018-11-19
- Release Notes for 2018-11-23
- Release Notes for 2018-11-30
- Release Notes for 2018-12-10
- Release Notes for 2018-12-17
- Release Notes for 2018-12-24
- Release Notes for 2019-01-02
- Release Notes for 2019-01-07
- Release Notes for 2019-01-14
- Release Notes for 2019-01-21
- Release Notes for 2019-01-28
- Release Notes for 2019-02-11
- Release Notes for 2019-02-19
- Release Notes for 2019-02-25
- Release Notes for 2019-03-04
- Release Notes for 2019-03-11
- Release Notes for 2019-03-18
- Release Notes for 2019-03-25
- Release Notes for 2019-04-01
- Release Notes for 2019-04-08
- Release Notes for 2019-04-15
- Release Notes for 2019-04-22
- Release Notes for 2019-04-29
- Release Notes for 2019-05-06
- Release Notes for 2019-05-13
- Release Notes 2019-05-20
- Release Notes for 2019-05-28
- Release Notes for 2019-06-03
- Release Notes for 2019-06-10
- Release Notes for 2019-06-17
- Release Notes for 2019-06-24
- Release Notes for 2019-07-01
- Release Notes for 2019-07-08
- Release Notes for 2019-07-15
- Release Notes for 2019-07-22
- Release Notes for 2019-07-29
- Release Notes for 2019-08-05
- Release Notes for 2019-08-12
- Release Notes for 2019-08-19
- Release Notes for 2019-08-26
- Release Notes for 2019-09-04
- Release Notes for 2019-09-09
- Release Notes for 2019-09-16
- Release Notes for 2019-09-23
- Release Notes for 2019-09-30
- Release Notes for 2019-10-07
- Release Notes for 2019-10-21
- Release Notes for 2019-10-28
- Release Notes for 2019-11-04
- Release Notes for 2019-11-11
- Release Notes for 2019-11-18
- Release Notes for 2019-11-25
- Release Notes for 2019-12-02
- Release Notes for 2019-12-09
- Release Notes for 2019-12-23
- Release Notes for 2019-12-30
- Release Notes for 2020-01-13
- Release Notes for 2020-01-20
- Release Notes for 2020-01-27
- Release Notes for 2020-02-03
- Release Notes for 2020-02-10
- Release Notes for 2020-02-17
- Release Notes for 2020-02-24
- Release Notes for 2020-03-02
- Release Notes for 2020-03-09
- Release Notes for 2020-03-16
- Release Notes for 2020-03-23
- Release Notes for 2020-03-30
- Release Notes for 2020-04-06
- Release Notes for 2020-04-13
- Release Notes for 2020-04-20
- Release Notes for 2020-04-27
- Release Notes for 2020-05-04
- Release Notes for 2020-05-11
- Release Notes for 2020-05-18
- Release Notes for 2020-05-25
- Release Notes for 2020-06-01
- Release Notes for 2020-06-08
- Release Notes for 2020-06-15
- Release Notes for 2020-06-22
- Release Notes for 2020-06-29
- Release Notes for 2020-07-06
- Release Notes for 2020-07-13
- Release Notes for 2020-07-20
- Release Notes for 2020-07-27
- Release Notes for 2020-08-03
- Release Notes for 2020-08-10
- Release Notes for 2020-08-17
- Release Notes for 2020-08-24
- Release Notes for 2020-08-31
- Release Notes for 2020-09-07
- Release Notes for 2020-09-21
- Release Notes for 2020-09-28
- Release Notes for 2020-10-05
- Release Notes for 2020-10-12
- Release Notes for 2020-10-19
- Release Notes for 2020-10-26
- Release Notes for 2020-11-02
- Products
- Procore Web (app.procore.com)
- Procore Custom Solutions
- Financial Tools User Guide
- Procore Consulting Services
- Procore User Guide
- Company Level
- Admin
- FAQ
- Permissions
- Release Notes
- Tutorials
- About Configured Incidents Fieldsets and Field Options
- Add a Classification
- Add a Custom Tender Type
- Add a Custom Department
- Add a Custom Owner Type
- Add a Custom Project Region
- Add a Custom Project Role
- Add a Custom Project Stage
- Add a Custom Project Type
- Add a Custom Trade
- Add a Job to Date Costs Column to a Budget View
- Add an Office Location
- Add Company Level Observation Types
- Add Custom Options for Incident Fields
- Add Custom Translations to Observation Types
- Add, Edit and Delete Company Cost Codes
- Add New Project Dates
- Add Root Cause Analysis Fields
- Add Task Categories
- Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- View App Management Metrics
- Allow User Installs
- Apply Configurable Fieldsets to Projects
- Assign a Budget View to a Procore Project
- Configure Administrative Settings: Company Admin
- Configure Advanced Settings: Company Admin
- Configure Alerts and Severity for Incidents
- Configure Cost Code Preferences for ERP Integrations
- Configure Meeting Templates
- Configure Project Settings from the Company Admin Tool
- Configure Service Account Permissions
- Configure Single Sign On in the Company Admin Tool
- Configure Tax Code Settings
- Configure Your Company Settings
- Create a Company Level Form Template
- Create a Company Level Observation Template
- Create a Company Level Snag Item Template
- Create a Default Project Fieldset
- Create a Meeting Template
- Create a New Expense Allocation
- Create a Quick Snag Category at the Company Level
- Create an App Configuration and Apply it to Projects
- Create Custom Sections
- Create Custom Submittal Log Statuses
- Create Custom Submittal Types
- Create New Configurable Fieldsets
- Create New Custom Fields
- Delete a Budget View
- Delete a Company Level Form Template
- Delete a Company Level Observation Template
- Delete a Company Level Snag Item Template
- Delete a Custom Trade
- Delete a Meeting Template
- Delete a Quick Snag Category at the Company Level
- Delete an Office Location
- Delete an App Configuration
- Delete Configurable Fieldsets
- Delete Custom Fields
- Delete Custom Options for Incident Fields
- Delete Observation Types
- Delete Root Cause Analysis Fields
- Delete Task Categories
- Edit a Meeting Template
- Edit a Quick Snag Category at the Company Level
- Edit an Existing Budget View
- Edit an Office Location
- Edit an App Configuration
- Edit Configurable Fieldsets
- Edit Custom Options for Incident Fields
- Edit Observation Types
- Edit Root Cause Analysis Fields
- Enable Avatars
- Enable Participation in Procore User Surveys
- Enable SD Storage
- Enable Security Settings for Logins, Passwords and Session Timeout Intervals
- Enable the DocuSign® Integration on Your Company's Procore Account
- Export Company Cost Codes
- Import Cost Codes to Procore
- Import Two-Level Cost Codes to the Company Admin Tool
- Import Multi-Level Cost Codes to the Company Admin Tool
- Install a Custom App
- Install an App from the App Marketplace
- Manage App Install Requests
- Mark a Task Category as Inactive
- Mark an Observation Type as Inactive
- Reinstall an App
- Remove Configurable Fieldsets from Projects
- Remove Custom Fields from Configurable Fieldsets
- Add, Modify or Delete a Service Account
- Set Default Cost Types
- Set the Default Change Management Configurations
- Set the Default Company Tendering Configuration
- Set the Defaults for Your Projects
- Set Up a Budget View for Custom Reporting
- Set up a New Budget View
- Set Up a New Forecasting View
- Set Up the Procore Labour Productivity Cost Budget View
- Uninstall an App
- Update a Unit of Measure on the Unit of Measure Master List
- Update an Installed App
- Update the Employer Identification Number for Your Company's Procore Account
- Upload a Company Logo
- Upload an Office Logo
- View Account Information
- View API Request Metrics
- View Information about an Installed App
- View Projects with App Configurations
- View the Certification Dashboard
- Directory
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Company to the Company Directory
- Add a Distribution Group to the Company Directory
- Add a User Account to the Company Directory
- Add an Existing User to Projects in Your Company's Procore Account
- Add Insurance to a Company Record in the Company Directory
- Allow Users to Create New Projects
- Assign a Permission Template to a User in the Company Directory
- Change a Project User's Permission Template
- Configure Advanced Settings: Company Directory
- Customise the Column Display in the Directory Tool
- Delete a Distribution Group from the Company Directory
- Designate an Insurance Manager for Your Procore Company
- Download a vCard for a User Account in the Company Directory
- Download the Company or User Import Template
- Edit a Company in the Company Directory
- Edit a Contact in the Company Directory
- Edit a Distribution Group in the Company Directory
- Edit a User Account in the Company Directory
- Export the Company Directory to CSV or PDF
- Inactivate a Batch of Companies in the Company Directory
- Inactivate a Batch of User Accounts in the Company Directory
- Inactivate a Company in the Company Directory
- Inactivate a Contact in the Company Directory
- Invite a Batch of Procore Users to Join a Company's Procore Account
- Invite or Re-invite a User to Procore
- How to Log in to Procore Web (app.procore.com)
- Merge Companies
- Perform Bulk Actions on the Company Directory
- Reactivate a Batch of Companies in the Company Directory
- Reactivate a Batch of User Accounts in the Company Directory
- Reactivate a Company in the Company Directory
- Reactivate a Contact in the Company Directory
- Reactivate a User in the Company Directory
- Remove an Existing User from Projects in Your Company's Procore Account
- Remove Company Insurance
- Request Company and People Imports
- Respond to a 'Welcome to Procore' Email
- Search and Filter the Company Directory
- Send a Company or User Import Template to Procore
- Set Tenderer Information at the Company Level
- Switch Between Views in the Company Directory
- Unlock a User Account in the Company Directory
- Update Expiring Insurance for a Vendor in the Company Directory
- Update the Company Import Template
- Update the User Import Template
- Videos
- Workflow
- Documents
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add or Edit a File Description in the Company Level Documents Tool
- Check Files In or Out in the Company Level Documents Tool
- Configure Advanced Settings: Company Documents
- Create a New Folder in the Company Level Documents Tool
- Delete Files and Folders in the Company Level Documents Tool
- Download a Previous Version of a File in the Company Level Documents Tool
- Download Files and Folders from the Company Level Documents Tool
- Email Files and Folders from the Company Level Documents Tool
- Email Files or Folders from the Company Level Documents Tool
- Export Information from the Company Level Documents Tool
- Manage File and Folder Tracking in the Company Level Documents Tool
- Manage Permissions for Company Level Documents
- Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool
- Rename a File in the Company Level Documents Tool
- Rename a Folder in the Company Level Documents Tool
- Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin
- Search for and Filter Company Level Documents
- Upload a New Version of a File in the Company Level Documents Tool
- Upload Files or Folders to the Company Level Documents Tool
- View Documents in the Company Level Documents Tool
- Videos
- Equipment
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Project Log to a Company Level Equipment Entry
- Configure Advanced Settings: Company Level Equipment Tool
- Create a Company Level Equipment Entry
- Customise the Column Display in the Company Level Equipment Tool
- Delete a Company Level Equipment Category or Type
- Delete a Company Level Equipment Entry
- Delete a Company Level Equipment Make or Model
- Edit a Company Level Equipment Category or Type
- Edit a Company Level Equipment Entry
- Edit a Company Level Equipment Make or Model
- Import Company Owned Equipment
- Perform Bulk Actions in the Company Level Equipment Tool
- Prepare Company Owned Equipment for Import
- Retrieve a Company Level Equipment Entry from the Recycle Bin
- Search and Filter Company Level Equipment Entries
- Set Up Default Equipment
- View a Company Level Equipment Entry
- View the Change History of a Company Level Equipment Entry
- ERP Integrations
- FAQ
- Permissions
- Release Notes
- Tutorials
- Accept or Reject a CV for Export to an Integrated ERP System
- Accept or Reject a Company for Export to the ERP Integrations Tool
- Archive an Integrated ERP System Vendor in Procore
- Assign Default Cost Types To Cost Codes
- Configure ERP Integrations Settings
- Export Subcontractor Payment Applications to an Integrated ERP System
- Link a Vendor from an Integrated ERP System with a Procore Company
- Request to Enable the ERP Integrations Tool
- Restore an Archived Vendor for ERP Integrations
- Retrieve a Budget from ERP Integrations Before Acceptance
- Unlink CVs Synced with an Integrated ERP System
- Unlink Commitments Synced with an Integrated ERP System
- View the Accountant Report
- View the Archived Vendors List for an Integrated ERP System
- Inspections
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add Multiple Response Sets to a Company Level Inspection Template
- Clone a Company Level Inspection Template
- Configure Advanced Settings: Company Level Inspections
- Create a Company Level Inspection Template
- Create a Multiple Response Set for Inspections
- Create an Inspection Type
- Delete a Company Level Inspection Template
- Delete an Inspection Type
- Edit a Company Level Inspection Template
- Edit a Multiple Response Set for Inspections
- Export Company Level Inspection Templates as a PDF
- Search and Filter for Inspection Templates
- View the Change History of an Inspection Template
- Permissions
- Planroom
- Portfolio
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add Favorites to the Company Tools Menu
- Add Filters to the Portfolio Views
- Apply a Project Template to a New Project
- Change Your Login ID Email Address for Your Procore User Account
- Change Your Password
- Configure a Project Template
- Configure Advanced Settings: Portfolio
- Configure the Add Filter Options for the Portfolio Tool
- Create a New Project
- Create Custom Portfolio Reports
- Edit a Project Template
- Export a List of Projects from the Company Portfolio
- Export Your 'My Open Items' List for a Company Account
- Navigate to a Favorite Tool
- Revoke Access for My Connected Apps
- Search the Company Portfolio for Projects
- Set and Apply Favorites for the Project Tools Menu
- Set the Dashboard View Permissions
- Set User Permissions for the Portfolio Tool
- Set Up and Manage Your Favorites
- Show Portfolio Projects in Map View
- Switch Between Financial Views
- Switch Between the Portfolio Views
- Switch Between Views in the Projects List
- Track Important Project Dates
- Upload Your Avatar or Profile Photo to Procore
- View Inactive Projects in the Company Portfolio
- View My Open Items in the Portfolio Tool
- View the Executive Dashboard in the Portfolio Tool
- View the Health Dashboard in the Portfolio Tool
- Videos
- Workflow
- Prequalification Portal
- Prequalifications
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Comment on a Prequalification Form
- Assign a Prequalification Primary Contact
- Bulk Invite Companies to Prequalify
- Configure Advanced Settings: Prequalifications
- Create a Variation Request for a Prequalification Form
- Create a Custom Prequalification Question
- Customise the Column Display in the Prequalification Tool
- Delete a Comment on a Prequalification Form
- Edit a Custom Prequalification Question
- Edit the Prequalification Form
- Filter Prequalification Forms
- Invite a Company to Prequalify
- Preview the Prequalification Form
- Review a Submitted Prequalification Form
- Set the Status on a Prequalification Form
- View a Comment on a Prequalification Form
- View a Company's Prequalification Information
- View the Change History of a Prequalification Form
- View the Prequalification Company List
- Videos
- Workflow
- Programmes
- Reports
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Visual to a Custom Company Report
- Aggregate Data in a Custom Company Report
- Assign a Custom Report to All Projects
- Clone a Custom Company Report
- Configure Advanced Settings: Company Reports
- Create a Calculated Column in a Custom Report
- Create a Custom Company Report
- Create a Dashboard
- Delete a Custom Company Report
- Distribute a Snapshot of a Custom Company Report
- Download an Open Submittals Report
- Edit a Custom Company Report
- Export a Custom Company Report
- Share a Dashboard
- View Company Reports
- View the All Unexecuted Main Contract Variations Report
- View the Assignment Report
- View the Site Diary Notes Report
- View the Global Vendor Insurance Report
- View the Job Cost Summary Report
- View the Project Email Address Report
- View the Projects Overview Report
- View the Timecard Report
- View the User Sessions Report for the Projects in Your Company Account
- Workflow
- Programme
- Timecard
- Timesheets
- FAQ
- Glossary
- Permissions
- Release Notes
- Reuse
- Tutorials
- Approve a Time Entry in the Company Level Timesheets Tool
- Configure Advanced Settings: Company Level Timesheets
- Customise the Column Display in the Company Level Timesheets Tool
- Delete a Time Entry in the Company Level Timesheets Tool
- Duplicate Your Company's Timesheets in Bulk
- Edit a Time Entry in the Company Level Timesheets Tool
- Edit Your Company's Timesheets in Bulk
- Export Time Entries from Procore to Import into QuickBooks® Desktop
- Export Time Entries from the Company Level Timesheets Tool to CSV
- Export Timesheet Data from Procore into Sage 300 CRE®
- Import Procore Time Entries into QuickBooks® Desktop
- Perform Bulk Approval Actions in the Company Level Timesheets Tool
- Reallocate Time to New Timecards on the Company Timesheets Tool
- Search and Filter Time Entries in the Company Level Timesheets Tool
- Set Up your Payroll Export for use with Sage 300 CRE®
- Transfer Procore Time Entries to QuickBooks® Desktop
- Unapprove a Time Entry in the Company Level Timesheets Tool
- View a Time Entry in the Company Level Timesheets Tool
- Videos
- Admin
- Project Level
- Action Plans
- FAQ
- Permissions
- Release Notes
- Tutorials
- Approve an Action Plan to be Performed
- Create Action Plan Types
- Create Action Plan Verification Methods
- Create an Action Plan
- Create an Action Plan Template
- Delete Action Plan Types
- Delete Action Plan Verification Methods
- Edit an Action Plan
- Enable the Action Plans Tool
- Perform an Action Plan
- Search for and Filter Action Plans
- Sign a Completed Action Plan
- Admin
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Sub Job to a Procore Project
- Add and Edit Project Cost Codes
- Add and Remove Project Tools
- Add Equipment
- Add Tiered Locations to a Project
- Add Spec Sections to the Admin Tool
- Allow or Disallow Users to Create Locations within a Tool
- Assign an Office Location to a Project
- Change a Project's Stage of Construction
- Change a Project's Status to Active or Inactive
- Change Cost Code Description at the Project Level
- Change the Name of a Procore Project
- Change the Project Address
- Close Out a Project
- Configure Settings: Project Admin
- Copy Your Company's Standard Cost Codes to a Project
- Copy Directory From One Project to Another
- Delete Budgeted Labour Hours and Budgeted Production Quantities for the Timesheets Tool
- Delete Tiered Locations from a Project
- Delete Project Cost Codes
- Delete Spec Sections from the Admin Tool
- Download the Procore Plugin to Import Locations from Revit®
- Edit a Sub Job in a Procore Project
- Edit Tiered Locations
- Edit Project Tendering Configuration
- Edit Spec Sections in the Admin Tool
- Enable ERP Billed Rate Transaction Syncing on a Procore Project
- Enable ERP Job Cost Transaction Syncing on a Procore Project
- Enable or Disable the DocuSign® Integration on a Procore Project
- Enable Sub Jobs
- Enable the Labour Productivity Cost Features for Project Financials
- Export Locations
- Generate and Print QR Codes for Locations
- Import Two-Level Cost Codes to the Project Admin Tool
- Import Locations Using the Procore Plug-In for Revit®
- Import Multi-Level Cost Codes to the Project Admin Tool
- Import Spec Sections to the Admin Tool
- Request a Cost Code Import
- Request a Multi-tiered Locations Import
- Request to Copy Project Cost Codes to Another Project
- Set Project Working Days
- Set the Project Type
- Set Up a Labour Budget to Actual Report for the Timesheets Tool
- Set Up a Project Connection
- Set Up Budgeted Production Quantities for the Timesheets Tool
- Update General Project Information
- Upload a Project Logo
- View and Download Existing Extracts
- Tendering
- Tendering Tool
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add New Companies and Contacts to the Company Directory from the Tendering Tool
- Add Notes to the Tender List
- Award a Winning Tender and Convert it into a Purchase Order
- Award a Winning Tender and Convert it into a Subcontract
- Check the Status of Your Tender
- Configure Advanced Settings: Tendering
- Create a Tender Package
- Create a Tendering Report
- Customise the Column Display in the Tendering Tool
- Delete a Tender Package
- Download Tender Documents
- Edit a Tender Package
- Export a Tender Package
- Export a Tender Package's Tender Files
- Export a Tender Package's Tender List
- Filter and Group the Tender List
- Indicate Your Intention to Tender
- Reinvite Users to Tender
- Edit Tenderers on the Tender Invitation
- Respond to Pre-Tender Questions
- Retrieve a Tender Package from the Recycle Bin
- Review Submitted Tender
- Search for and Invite Tenderers
- Send a New Correspondence in the Tendering Tool
- Send Bulk Correspondences
- Submit a Tender
- Submit a Pre-Tender Question
- Update a Submitted Tender
- Update and Redistribute a Tender Package
- Update Tender Files
- Upload Tender Documents
- View an Activity Log
- View Tender Files
- View Tender Package
- Videos
- Workflow
- Budget
- FAQ
- Permissions
- Release Notes
- Tutorials
- About the Procore Standard Budget View
- About the Procore Standard Forecast View
- Add a Budget Line Item
- Add a Goods & Services Tax (GST) to a Budget
- Add a Partial Budget Line Item
- Add Budgeted Production Quantities to a Project's Budget
- Apply the View, Snapshot, Group and Filter Options on a Budget View
- Configure Settings: Budget
- Configure the ERP Budget Export Settings for Sage 300 CRE®
- Create a Budget Modification
- Create a Budget Snapshot
- Create a Custom Budget Report
- Delete a Budget Line Item
- Edit a Budget
- Enable Advanced Forecasting in a Project's Budget
- Enable Advanced Forecasting in Procore
- Export a Budget to an Integrated ERP System
- Import a Budget
- Import Installed Production Quantities for the Labour Productivity Cost Budget View
- Lock a Budget
- Read a Budget
- Send a Budget to ERP Integrations for Accounting Acceptance
- Set up a Budget in a New Procore Project
- Unlock a Budget
- Unlock a Budget with Budget Modifications
- Use the 'Forecast to Complete' Feature
- View Budget Reports
- View and Filter the Change History of the Budget
- Videos
- Workflow
- Change Events
- FAQ
- Glossary
- Permissions
- Release Notes
- Reuse
- Tutorials
- Add a Change Event Line Item to an Unapproved Commitment
- Add a Change Event Line Item to an Unapproved Commitment VAR
- Add a Change Event Line Item to an Unapproved Main PV
- Add a Related Item to a Change Event
- Add Change Event Columns to Budget View
- Add Change Event Line Items
- Add Cost ROM, RFQ & Non-Commitment Cost Source Columns to a Budget View
- Add Financial Markup Lines with Revenue ROM to Change Events
- Add Production Quantities to a Change Event
- Assign a RFQ
- Clone a Change Event
- Configure Settings: Change Events
- Create a Budget Modification from a Change Event
- Create a Commitment Variation (CV) from a Change Event
- Create a Change Event
- Create a Change Event from an Observation
- Create a Change Event from an RFI
- Create a Change Event with Revenue ROM
- Create a Commitment Potential Variation (CPV) from a Change Event
- Create a MCV from a Change Event
- Create a Main PV from a Change Event
- Create a Purchase Order from a Change Event
- Create a Subcontract from a Change Event
- Create RFQs from a Change Event
- Delete a Change Event
- Edit a Change Event
- Enable/Disable the Unit-Based Columns on the Change Events Tool
- Export a Change Event
- Link a Bill of Quantities Item to a Change Event Line Item
- Record Changes to Production Quantities in a Change Event
- Respond to an RFQ as an RFQ Recipient
- Respond to an RFQ on Behalf of an RFQ Recipient
- Retrieve a Deleted Change Event
- Review RFQ Responses
- View Change Events Summary
- View, Filter and Search Change Events
- View, Filter and Search RFQs
- Void a Change Event
- Videos
- Workflows
- Variations
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Related Item to a Commitment Variation
- Approve or Reject Commitment Variations (CVs)
- Approve or Reject Main Contract Variations (MCVs)
- Configure Advanced Settings: Variations
- Export a Variation to PDF
- Edit a Variation
- Enable the Variations Tool
- Export a List of Variations to CSV or PDF
- Forward a Variation to a Project User by Email
- View Variations
- Videos
- Workflow
- Commitments
- FAQ
- Permissions
- Release Notes
- Tutorials
- About Subcontractor Payment Applications
- Accept or Decline an 'Invite to Bill' as an Invoice Contact
- Add a Line Item to a Commitment's Bill of Quantities
- Add a New Payment to the Payments Issued Tab of a Commitment
- Add a Related Item to a Commitment
- Add a Subcontractor Bill of Quantities (SBOQ) to a Commitment
- Add Financial Markup to Commitment Variations
- Approve and Sign a Commitment Contract
- Complete a Commitment Contract with DocuSign®
- Complete Subcontractor Payment Applications with DocuSign®
- Configure Settings: Commitments
- Configure the Number of Commitment Variation Tiers
- Create a Commitment
- Create a Commitment Variation (CV)
- Create a Commitment Variation (CV) with DocuSign®
- Create a Payment Programme
- Create a Purchase Order
- Create a Subcontract
- Create a Subcontractor Payment Application for the Release of Retention
- Create a Payment Application on Behalf of a Subcontractor
- Create Payment Application Contacts
- Delete a Commitment
- Delete a Commitment Synced with an Integrated ERP System
- Edit a Commitment
- Edit a Commitment Synced with an Integrated ERP System
- Edit the Advanced Settings Tab on a Commitment
- Email a Commitment
- Enable Financial Markup on a Commitment
- Enable or Disable the Subcontractor BOQ Tab on a Commitment
- Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool
- Enable Retention on a Commitment
- Enable Sliding Scale Retention Rules on a Commitment's Payment Applications
- Enable the Payments Issued Tab on a Commitment
- Export a Commitment Variation (CV) to an Integrated ERP System
- Export a Commitment to an Integrated ERP System
- Export a Purchase Order or Subcontract to DOCX or PDF
- Export Commitments to CSV or PDF
- Import Commitment BOQ Line Items from a CSV File
- Request to Reset a Commitment Synced with an Integrated ERP System
- Review a Subcontractor BOQ for a Commitment
- Review Payment Applications as a Subcontractor
- Review Subcontractor Payment Applications as an Admin
- Search for and Apply Filters to Commitments
- Send a CV to ERP Integrations for Accounting Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Set or Release Retention on a Subcontractor Payment Application
- Submit a Payment Application as a Subcontractor
- Update the Subcontractor BOQ on a Commitment
- View a Purchase Order
- View a Subcontract
- View Commitments
- View Inclusions/Exclusions on a Subcontract
- View Reports in the Commitments Tool
- View the Change History of a Commitment
- Videos
- Workflow
- Coordination Issues
- FAQ
- Glossary
- Permissions
- Release Notes
- Reuse
- Tutorials
- Add or Manage Comments on a Coordination Issue
- Associate a Model with a Procore Project
- Close a Coordination Issue
- Configure Advanced Settings: Coordination Issues
- Create a Coordination Issue
- Create Coordination Issues on a Drawing
- Delete a Coordination Issue
- Download the Procore Plugin for Coordination Issues
- Edit a Coordination Issue
- Elevate a Coordination Issue to an RFI
- Export a List of Coordination Issues
- Getting Started Using the Procore Plugin for Coordination Issues
- Import Viewpoints to the Co-Ordination Issues Tool
- Mark a Coordination Issue as Complete
- Mention Users in a Coordination Issue Comment
- Move a Coordination Issue to an Observation
- Reassign a Coordination Issue
- Reassociate a Model with a Procore Project
- Reopen a Coordination Issue
- Retrieve a Coordination Issue from the Recycle Bin
- Save NWD with all Coordination Issues as Viewpoints
- Search for and Filter Coordination Issues
- View a Coordination Issue
- View the Activity Feed of a Coordination Issue
- View the Coordination Issues Dashboard
- Videos
- Workflow
- Correspondence
- Permissions
- Tutorials
- Apply a Fieldset to Projects in the Correspondence Tool
- Archive a Correspondence Item
- Change the Status of a Correspondence Item
- Complete a Correspondence Item with DocuSign®
- Configure Advanced Settings: Correspondence
- Create a Correspondence Item
- Create a Custom Field to Use in Correspondence Fieldsets
- Create a Fieldset for a Correspondence Type in the Correspondence Tool
- Create a New Correspondence Type
- Create and Link an RFI, Change Event or a Different Correspondence Item to an Existing Correspondence Item
- Edit a Correspondence Item
- Edit a Correspondence Type
- Edit a Custom Field Used in Correspondence Fieldsets
- Edit a Fieldset for a Correspondence Type in the Correspondence Tool
- Export a List of Correspondence Items
- Grant Granular Permissions for the Correspondence Tool
- Perform Bulk Actions on Correspondence Items
- Remove Configurable Fieldsets from Projects in the Correspondence Tool
- Respond to a Correspondence Item
- Search, Sort and Filter Correspondences
- View Correspondence Item Change History
- View Correspondence Item Permissions
- Videos
- Crews
- Site Diary
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Photo to a Site Diary Entry so that it Populates in the Photos Tool
- Add a Related Item to a Site Diary Entry
- Approve or Reject Site Diary Entries
- Approve or Reject Site Diary Entries Sent from a Connected Project
- Change the Date To Enter Information For a Previous Day In Site Diary
- Complete a Site Diary
- Configure Advanced Settings: Site Diary
- Copy a Site Diary
- Create Accident Entries
- Create Daily Construction Report Entries
- Create Site Diary Entries as a Collaborator
- Create Site Diary Items
- Create Delay Entries
- Create Delivery Entries
- Create Dumpster Entries
- Create Equipment Entries
- Create Inspection Entries
- Create Manpower Entries
- Create Note Entries
- Create Observed Weather Condition Entries
- Create Pending Entries for Missing Companies
- Create Phone Call Entries
- Create Plan Revision Entries
- Create Productivity Entries
- Create Quantity Entries
- Create Safety Violation Entries
- Create Programmed Work Entries
- Create Timecard Entries
- Create Visitor Entries
- Create Waste Entries
- Site Diary Overview
- Delete a Site Diary Entry
- Delete Related Items from Site Diary Entries
- Edit a Site Diary Entry
- Email a Site Diary
- Enable "Related To" For Site Diary Items
- Export a Site Diary as PDF
- Re-Open a Site Diary
- Search for and Filter the Site Diary
- Send Site Diary Entries to a Connected Project
- Upload Photos to the Site Diary
- Upload Photos to the Site Diary from the Photos Tool
- View a Site Diary in the List View
- View and Manage Site Diaries in the Calendar View
- View Site Diary Change History
- View Site Diary Notes Report
- Videos
- Workflow
- Direct Costs
- Directory
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Company to the Project Directory
- Add a Distribution Group to the Project Directory
- Add Project Insurance to a Company Record in the Project Directory
- Add a User Account to the Project Directory
- Assign a Permission Template to a Project User
- Bulk Add Users and Companies to a Project Directory
- Change a User's Permissions
- Configure the Project Team on the Project Home Page
- Configure Advanced Settings: Project Directory
- Create a Project Permission Template from the Project Directory
- Customise the Column Display in the Directory Tool
- Deactivate a Company in the Project Directory
- Delete a Distribution Group from the Project Directory
- Download a vCard for a User Account in the Project Directory
- Edit a Company in the Project Directory
- Edit a Contact in the Project Directory
- Edit a Distribution Group in the Project Directory
- Edit a User Account in the Project Directory
- Enable Programme Notifications for a User on a Project
- Enable Weather Delay Alerts for a User's Phone or Email
- Export the Project Directory to CSV or PDF
- Invite a Batch of Users to Join a Procore Project
- Invite or Reinvite a User to Join a Procore Project
- Perform Bulk Actions on the Project Directory
- Reactivate a Batch of Companies in a Project Directory
- Reactivate a Batch of User Accounts in a Project Directory
- Reactivate a Company in the Project Directory
- Reactivate a Single User Account in the Project Directory
- Remove a Batch of Companies from a Project Directory
- Remove a Batch of User Accounts from a Project Directory
- Remove a Company Record from a Project Directory
- Remove a Single User Account from a Project
- Remove Project Insurance from a Company in the Project Directory
- Search and Filter the Project Directory
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Set Tenderer Information for a Company in the Project Directory
- Set up a Project Directory
- Switch Between Views in the Project Directory
- View the Project Directory
- Videos
- Documents
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Related Item to a File in the Documents Tool
- Add or Edit a File Description in the Project Level Documents Tool
- Change Permission Settings on a Folder or File in the Project Level Documents Tool
- Check Files In or Out in the Project Level Documents Tool
- Configure Advanced Settings: Project Documents
- Create a New Folder in the Project Level Documents Tool
- Create a Standard Project Folder Structure for the Documents Tool
- Delete Files and Folders in the Project Level Documents Tool
- Download a Previous Version of a File in the Project Level Documents Tool
- Download Files and Folders from the Project Level Documents Tool
- Email Files and Folders from the Project Level Documents Tool
- Export Information from the Project Level Documents Tool
- Manage and Set Tags for a File in the Project Level Documents Tool
- Manage File and Folder Tracking in the Project Level Documents Tool
- Manage Permissions for Files and Folders in the Project Level Documents Tool
- Move Files and Folders in the Project Level Documents Tool
- Open and Edit a File in Microsoft Office 365 Using the Project Level Documents Tool
- Preview a File in the Project Level Documents Tool
- Rename a File in the Project Level Documents Tool
- Rename a Folder in the Project Level Documents Tool
- Retrieve Files or Folders from the Project Level Documents Tool's Recycle Bin
- Search for and Filter Project Level Documents
- Sign a Document with DocuSign® in the Project Level Documents Tool
- Sort Document Folder Contents in the Project Level Documents Tool
- Track File and Folder Changes in the Project Level Documents Tool
- Upload a New Version of a File in the Project Level Documents Tool
- Upload a Video to the Project Level Documents Tool
- Upload Files or Folders to the Project Level Documents Tool
- View Documents in the Project Level Documents Tool
- Videos
- Workflow
- Drawings
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Drawing Area
- Add a Link to a Drawing
- Add a Related Item to a Drawing
- Add Measurements to a Drawing
- Add Observations to a Drawing
- Add Photos to a Drawing
- Add Snag List Items to a Drawing
- Allow Users To Delete Published Markups
- Automatic Drawing Sheet Linking
- Change a Drawing Version's Number
- Compare Drawing Revisions
- Configure Advanced Settings: Drawings
- Configure Default Drawing Disciplines
- Create a Drawing Set
- Create or Link Coordination Issues on a Drawing
- Create or Link RFIs on a Drawing
- Delete a Drawing Area
- Delete a Drawing Set
- Delete Drawing Markups
- Delete Drawings
- Delete Pending or Unpublished Drawings
- Download Drawings
- Edit a Drawing Area
- Edit a Drawing Set's Name or Date
- Edit Drawing Markups
- Edit Drawings
- Email Drawings
- Enable or Disable Drawing Areas
- Export a Drawing as a PDF
- Export the Drawings Log to a PDF or CSV
- Filter Drawing Markups
- Link Items on a Drawing
- Manage Drawing Log
- Mark Drawings as Obsolete
- Mark Up a Drawing
- Move Drawing Disciplines
- Open a Drawing
- Print Drawings
- Publish Drawings
- Publish Personal Drawing Markups
- Rename Drawing Disciplines
- Reorder Drawings Within a Discipline
- Reorder Revisions of a Drawing
- Review and Confirm Drawings
- Search for and Filter Drawings
- Search Text Within Drawings
- Subscribe to the Drawings Log
- Unsubscribe from the Drawings Log
- Upload a Drawing Sketch
- Upload Drawing Revisions
- Upload Drawings
- View Drawings
- View the All Sets and Revisions Report in the Drawings Tool
- View the All Sketches Report
- View the Deleted Drawing Revisions Report
- View the Markup Activity Feed
- View the Measurements Report for Drawings
- Videos
- Workflow
- Emails
- FAQ
- Permissions
- Release Notes
- Tutorials
- Apply a Tag to an Email
- Archive an Email
- Configure Advanced Settings: Emails
- Create a Change Event from an Email
- Create a Tag to Filter Emails
- Create an Email
- Delete a Tag from the Emails Tool
- Delete an Email
- Export an Email as a PDF
- Filter Emails by Tag
- Forward an Email Using the Emails Tool
- Mark an Email as Private
- Mark an Email as Spam
- Remove a Tag from an Email
- Reply to an Email Sent from the Emails Tool
- Reply to an Email Using the Emails Tool
- Restore an Archived Email
- Retrieve an Email from the Recycle Bin
- Search Emails in the Emails Tool
- Send An Inbound Email to the Project's Emails Tool
- Set Up Your Outbound Email Signature in the Emails Tool
- Unmark an Email as Spam
- View Emails
- Videos
- Equipment
- FAQ
- Permissions
- Release Notes
- Tutorials
- Create a Project Level Equipment Entry
- Customise the Column Display in the Project Level Equipment Tool
- Delete a Project Level Equipment Entry
- Edit a Project Level Equipment Entry
- Export a Project Level Equipment List
- Retrieve a Project Level Equipment Entry from the Recycle Bin
- Search and Filter Project Level Equipment Entries
- View a Project Level Equipment Entry
- View the Change History of a Project Level Equipment Entry
- Forms
- Home
- FAQ
- Permissions
- Release Notes
- Tutorials
- About the Project Home Page
- Add Favorites to the Project Tools Menu
- Add, Modify or Remove Project Links on the Project Home Page
- Add Project Dates to the Project Home Page
- Add Project Milestones to the Project Home Page
- Add the Project Team to the Project Home Page
- Change Your Account Language in 'My Profile Settings'
- Configure Advanced Settings: Project Home
- Create an App Configuration in a Project
- Launch an Embedded App in a Project
- Manage 'My Profile Settings'
- Open Items from the Project Overview in the Project's Home Page
- Rearrange the Project Tools Menu
- Search for Items Within a Project Using Procore Search
- Set Up a Persistent Project Message for the Project Home Page
- Show or Hide Project Weather on the Project Home Page
- View API Request Metrics in a Project
- View App Management Metrics in a Project
- View Project Weather on the Home Page
- View Recently Changed Items on a Project
- Videos
- Incidents
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Near Miss Record to an Incident
- Add a Property Damage Record to an Incident
- Add a Related Item to an Incident
- Add a Witness Statement to an Incident
- Add an Action to an Incident
- Add an Environmental Record to an Incident
- Add an Injury/Illness Record to an Incident
- Close an Incident
- Configure Advanced Settings: Incidents
- Create an Incident
- Delete an Incident
- Delete an Incident Record
- Edit a Near Miss Record
- Edit an Incident
- Edit an Injury/Illness Record
- Email Incidents
- Export Incidents as a CSV or PDF
- Retrieve an Incident From the Recycle Bin
- Search and Filter Incidents
- View an Incident
- Videos
- Workflow
- Inspections
- FAQ
- Permissions
- Release Notes
- Tutorials
- About Inspection Template Syncing
- Add a Photo to an Inspection so that it Populates in the Photos Tool
- Add a Related Item to an Inspection
- Add Company Level Inspection Templates to Your Project
- Close an Inspection
- Configure Advanced Settings: Project Level Inspections
- Create a Project Level Inspection
- Create a Project Level Inspection Template
- Create an Observation from an Inspection
- Customise the Column Display in the Inspections Tool
- Delete an Inspection
- Delete an Inspection Template
- Edit a Project Level Inspection
- Edit a Project Level Inspection Template
- Email Inspections
- Enable the Inspections Tool
- Export Inspections as a PDF or CSV
- Group Inspections on the List Page
- Perform an Inspection
- Remove Company Level Inspection Templates from Your Project
- Resize Column Width in the Inspections Tool
- Retrieve an Inspection From the Recycle Bin
- Search and Filter for Inspections
- View Project Level Inspections
- View Signatures on an Inspection
- View the Activity Feed of an Inspection
- View the Change History of an Inspection
- Videos
- Workflow
- Instructions
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add the Instructions Tool to a Project
- Configure Advanced Settings: Instructions
- Create a Change Event from an Instruction
- Create an Instruction from an RFI
- Create and Issue an Instruction
- Delete an Instruction
- Edit and Reissue an Instruction
- Export an Instruction
- Export the Instructions List
- Request to Enable the Instructions Tool
- Retrieve an Instruction from the Recycle Bin
- Set User Permissions for the Instructions Tool
- Switch Between Views in the Instructions Tool
- Videos
- Payment Applications
- FAQ
- Permissions
- Release Notes
- Tutorials
- About Subcontractor Payment Applications
- Add a New Payment to the Payments Issued Tab of the Payment Applications Tool
- Add a Subcontractor BOQ to a Commitment as a Subcontractor
- Add Payment Application Contacts to a Commitment
- Bulk Edit the Status of Subcontractor Payment Applications
- Compile Payment Application Backups
- Complete Subcontractor Payment Applications with DocuSign®
- Configure Settings: Payment Applications
- Create a Payment Programme
- Create a Record for a Payment Received
- Create a Subcontractor BOQ
- Create a Payment Application for Release of Retention
- Create a Payment Application on Behalf of a Subcontractor
- Create an Owner Payment Application
- Create and Submit a Payment Application as a Subcontractor
- Create Automatic Billing Periods in the Payment Applications Tool
- Create Manual Billing Periods in the Payment Applications Tool
- Edit a Billing Period For Payment Applications
- Edit a Configurable PDF of an Owner Payment Application
- Email an Owner Payment Application
- Enable or Disable a the Subcontractor BOQ Tab on Commitments
- Enable the Payments Issued Tab for Invoicing
- Export a Subcontractor Payment Application
- Export an Owner Payment Application as a PDF, CSV or PDF with Attachments
- Export the Subcontractor Invoicing Page
- Review Payment Application Line Items as a Payment Application Contact
- Review Payment Applications as an Admin
- Search, Filter and Group Payment Applications
- Send Subcontractor Payment Application Invitations
- Set or Release Retention on a Subcontractor Payment Application
- Set or Release Retention on an Owner Payment Application
- Update and Set Up DocuSign® on an Owner Payment Application
- Videos
- Workflow
- Meetings
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Comment to a Meeting Item
- Add a Meeting Category
- Add a Meeting Item
- Add a Meeting To Your Personal Calendar
- Add a Related Item to a Meeting
- Add Meeting Minutes
- Configure Advanced Settings: Meetings
- Convert a Meeting from Agenda to Minutes Mode
- Create a Change Event from a Meeting
- Create a Follow-up Meeting
- Create a Meeting
- Create a Meeting from a Template
- Delete a Meeting Category
- Delete a Meeting
- Delete a Meeting Item
- Distribute a Meeting Agenda
- Distribute and Redistribute Meeting Minutes
- Edit a Meeting
- Edit a Meeting Item
- Export a Meeting as a PDF
- Forward a Meeting by Email
- Initiate an Email Communication Thread for a Meeting
- Record the Meeting Attendance
- Reorder Meeting Categories and Items
- Revert a Meeting from Minutes to Agenda Mode
- Search for a Meeting
- Send a Meeting to the Recycle Bin
- Star Previous Minutes
- Switch Between Meeting Views
- View a Meeting
- View a Previous Meeting's Minutes for a Meeting Item
- View Previous Minutes
- View the Change History of a Meeting
- Videos
- Workflow
- Models
- Observations
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Comment to an Observation
- Add a Photo to an Observation so that it Populates in the Photos Tool
- Add a Related Item to an Observation
- Add Project Level Observation Types
- Bulk Delete Observations
- Bulk Edit Observations
- Bulk Retrieve Observations
- Close an Observation
- Configure Advanced Settings: Observations
- Create a Change Event from an Observation
- Create a Project Level Observation Template
- Create an Observation
- Create an Observation from an Inspection
- Customise the Column Display in the Observations Tool
- Deactivate an Observation Template on a Project
- Delete an Observation
- Delete an Observation Template from a Project
- Delete Project Level Observation Types
- Edit an Observation
- Edit Project Level Observation Types
- Email Observations
- Enable the Observations Tool
- Export Observations as a PDF or CSV
- Reject an Observation
- Respond to an Observation
- Retrieve an Observation From the Recycle Bin
- Search for and Filter Observations
- View an Observation
- View Observations by Type
- Videos
- Workflow
- Photos
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Comment to a Photo
- Add a Description to a Photo
- Bulk Edit Photos
- Configure Advanced Settings: Photos
- Create a Photo Album
- Delete a Photo Album
- Delete Photos
- Download Photos
- Email Photos (Inbound)
- Email Photos (Outbound)
- Export Photos as a PDF
- Find Starred (Favorited) Photos
- Mark a Photo as Private
- Mark an Album as Private
- Mention Someone in a Photo Comment
- Move Photos
- Rename an Album
- Reorder Photo Albums
- Retrieve a Photo from the Recycle Bin
- Rotate Photos
- Search for and Filter Photos
- Select an Album Cover Photo
- Set a Project Photo
- Set Photo Location
- Set Photo Trade
- Star a Photo
- Subscribe to Photos
- Upload Photos
- View Photos
- Videos
- Workflow
- Main Contracts
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Related Item to a Main Contract Variation
- Add Financial Markup to Main Contract Variations (MCVs)
- Add Line Items to a Bill of Quantities (BOQ) on a Main Contract
- Approve a Main Contract
- Complete a Main Contract with DocuSign®
- Complete Owner Payment Applications with DocuSign®
- Configure Settings: Main Contracts
- Configure the Number of Main Contract Variation Tiers
- Create a Commitment Variation from a Main Variation
- Create a Variation Request (VR) for a Main Contract
- Create a Configurable PDF of an Owner Payment Application
- Create a Payment Received
- Create a Main Potential Variation (Main PV)
- Create a Potential Variation (PV) with DocuSign®
- Create a Main Contract Variation (MCV)
- Create a Main Contract Variation (MCV) with DocuSign®
- Create a Bill of Quantities on a Main Contract using the Project's Budget
- Create an Owner Payment Application
- Create Main Contracts
- Delete a Main Contract
- Edit a CV Linked to a PV
- Edit a Main Contract
- Edit the Advanced Settings Tab for a Main Contract
- Email an Owner Payment Application
- Email a Potential Variation (PV)
- Email a Main Contract
- Enable Financial Markup on a Main Contract
- Export a Configurable PDF of an Owner Payment Application
- Export an Owner Payment Application as a PDF, CSV or PDF with attachments
- Export a Main Contract to DOCX or PDF
- Export a Main Contract to PDF
- Filter Main Contract Variations
- Import a Main Contract BOQ from a CSV File
- Import a Main Contract BOQ from a ProEst® XML File
- Record Changes to Production Quantities in a Main Potential Variation
- Delete a Main Contract Variation (MCV)
- Remove a Main Potential Variation or Variation Request
- Search for and Add Filters to Main Contracts
- Set or Release Retention on an Owner Payment Application
- Update the Bill of Quantities (BOQ) on a Main Contract
- View a Main Contract
- View the Change History of a Main Contract
- Videos
- Workflows
- Snag List
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add Comments to Snag List Items
- Add a Photo to a Snag List item so that it Populates in the Photos Tool
- Close a Snag List Item
- Configure Advanced Settings: Snag List
- Create a Project Level Snag Item Template
- Create a Snag List Item
- Create a Quick Snag Category on a Project
- Customise the Column Display in the Snag List Tool
- Deactivate a Snag Item Template on a Project
- Delete a Snag Item Template from a Project
- Delete a Snag List Item
- Delete a Quick Snag Category at the Project Level
- Edit a Project Level Snag List Template
- Edit a Snag List Item
- Edit a Quick Snag Category at the Project Level
- Export a Snag List Item as a PDF
- Export the Snag List Log
- Export the Snag List Log as a CSV
- Import Snag List Items
- Perform Bulk Actions on Snag List Items
- Request a Snag List Import
- Respond to a Snag List Item
- Retrieve Deleted Snag List Items from the Recycle Bin
- Search and Filter the Snag List
- Send Snag List Items
- View Snag List Items
- View All Snag List Items
- View the Change History of a Single Snag List Item
- View the Snag List Dashboard
- Videos
- Workflow
- Reports
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Visual to a Custom Project Report
- Clone a Custom Project Report
- Configure Advanced Settings: Project Reports
- Create a Calculated Column in a Custom Report
- Create a Custom Financial Line Items Report to Compare Budget Snapshots
- Create a Custom Project Report
- Create a Dashboard
- Delete a Custom Project Report
- Distribute a Snapshot of a Custom Project Report
- Edit a Project Level Custom Report
- Export a Custom Project Report
- Share a Custom Project Report
- Share a Dashboard
- View Assignment Report
- View Variation Report By Change Reason
- View Variation Requests Report
- View Site Diary Completion Report
- View Site Diary Notes Report
- View Project Reports
- View Project Summary Report
- View Programme Changes Report
- View the User Sessions Report for a Project
- View Timecard Report
- View Vendor Insurance Report
- Videos
- Workflow
- RFIs
- FAQ
- Permissions
- Release Notes
- Tutorials
- About the RFI Manager Field
- Add a Related Item to an RFI
- Add a Response to an RFI as an Assignee
- Add Assignees to an RFI as an Assignee on an RFI
- Choose an "Official Response" for an RFI
- Close an RFI
- Configure Advanced Settings: RFIs
- Create a Change Event from an RFI
- Create a Potential Variation from an RFI
- Create an Instruction from an RFI
- Create an RFI
- Create and Send an RFI to a Connected Project
- Create and View an RFI Report
- Customise the Column Display in the RFIs Tool
- Delete a Response to an RFI
- Designate the Default RFI Manager for a Project's RFIs
- Edit a Custom RFI Report
- Edit an RFI
- Export an RFI to PDF
- Export RFIs to CSV or PDF
- Forward an RFI by Email
- Forward an RFI for Review
- Perform Bulk Actions on RFIs
- Reopen an RFI
- Reply to an RFI
- Resize the Column Width in the RFIs Log
- Respond to and Close an RFI from a Connected Project
- Retrieve an RFI from the Recycle Bin
- Search for and Filter RFIs
- Send an RFI to the Recycle Bin
- Share a Custom RFI Report
- Shift the Ball In Court on an RFI
- View RFIs
- View the Distribution History of a Custom RFI Report
- Videos
- Workflow
- Programme
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add Related Items to a Programmed Task
- Assign Resources to Microsoft Project Users
- Configure Advanced Settings: Project Programme
- Configure Programme Notification Emails
- Create a Calendar Item
- Delete a Calendar Item
- Delete an Integrated Programme
- Disable Weekly Project and Resource Programme Emails
- Edit a Calendar Item
- Email a Calendar Item
- Export a Project Programme
- Request a Programme Change
- Review Programme Variation Requests
- Search for and Filter Programmed Tasks
- Send Weekly Project and Resource Programme Emails
- Update a Project Programme File
- Upload a Project Programme File to Procore's Web Application
- View a Project Programme
- View a Programme Task
- Videos
- Workflow
- Specifications
- Release Notes
- Tutorials
- Add a Related Item to a Specification
- Configure Advanced Settings: Specifications
- Create a Specification Set
- Delete Pending Specification Uploads
- Delete Spec Section Revisions
- Download Specifications
- Edit Spec Sections and Divisions
- Email Specifications
- Enable the Specifications Tool
- Export Specifications as a PDF or CSV
- Generate Submittals from Specifications (Submittal Builder)
- Manage Specification Log
- Manually Create Divisions
- Manually Create Spec Sections
- Open Specifications
- Review and Publish Specifications
- Search for and Filter Specifications
- Search Text Within Specifications
- Submittal Builder: Add Submittals
- Submittal Builder: Configure Submittal Titles
- Upload Specification Revisions
- Upload Specifications
- View a Report of All Specification Revisions
- View the Deleted Specifications Report
- View Specifications
- Workflow
- Submittals
- FAQ
- Permissions
- Release Notes
- Setup Guide
- Tutorials
- Add Related Items to a Submittal
- Add a Related Item to a Submittal Package
- Add an Existing Submittal to a Submittal Package
- Add a Submitter and Approvers to the Submittal Workflow
- Apply a Submittal Workflow Template to a Submittal
- Bulk Edit Submittals in a Package
- Change the Ball in Court on a Submittal
- Close a Submittal
- Configure Settings: Submittals Tool
- Create a Custom Submittals Report
- Create a New Submittal in a Submittal Package
- Create a Submittal
- Create a Submittal Package
- Create a Submittal Revision
- Create and Manage Custom Submittal Markup Stamps
- Create Custom Submittal Responses
- Create Custom Submittal Types
- Customise the Column Display in the Submittals Tool
- Delete a Custom Submittal Report
- Delete a Submittal
- Delete a Submittal Package
- Designate the 'Default Submittal Manager' for the Submittals Tool
- Distribute a Submittal
- Distribute the Submittals in a Package
- Download All Submittal Attachments
- Edit a Custom Submittal Report
- Edit a Submittal
- Edit a Submittal Package
- Edit a Submittal Response
- Enable Submittal Programme Calculations
- Enable the Submittals Tool
- Export a Custom Submittals Report
- Export a Submittal
- Export the Submittals Log
- Forward a Submittal by Email
- Forward a Submittal for Review
- Generate a PDF of a Submittal in a List
- Generate a QR Code for a Submittal
- Import Submittals
- Manage Submittal Workflow Templates
- Mark a Submittal as Private
- Mass Review Submittals in a Package
- Perform Bulk Actions on Submittals
- Redistribute a Submittal
- Remove a Submitter or Approver from the Submittal Workflow
- Request a Submittals Import
- Request to Disable Number Submittals by Spec Section
- Resend the Submittals in a Package for Review
- Resize the Column Width in the Submittals Log
- Respond to a Forwarded Submittal
- Respond to a Submittal as an Approver
- Respond to an Action Required Email for a Submittal Package as an Approver
- Retrieve a Submittal from the Recycle Bin
- Review Submittal PDF Attachments
- Search for and Filter Submittals
- Send the Submittals in a Package for Review
- Set Up Submittal Programme Calculations
- Share a Custom Submittal Report
- Switch Between Submittals Views
- Upload and Submit a Submittal
- Use Bulk Actions > Apply Workflow in the Submittals Tool
- Use Bulk Actions > Delete in the Submittals Tool
- Use Bulk Actions > Edit in the Submittals Tool
- Use Bulk Actions > Retrieve in the Submittals Tool
- View a Submittal
- View a Submittal Package
- View Submittal PDF Attachments
- View the Revision History of a Submittal
- View the Submittal Approvers Response Time Report
- Videos
- Workflow
- Tasks
- Timesheets
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Crew to a Timesheet
- Add Employees to a Timesheet
- Add Quantities to a Timesheet
- Approve a Timesheet
- Best Practices For Configuring Timesheets
- Bulk Enter Time Entry
- Configure Advanced Settings: Project Level Timesheets
- Copy Previous Timesheet
- Create a Timesheet
- Delete a Timesheet
- Delete Budgeted Labour Hours and Budgeted Production Quantities
- Delete Quantities on a Timesheet
- Edit a Timesheet
- Edit Quantities on a Timesheet
- Export a Project's Timesheets
- Export the Field Production Report
- Export the Labour Budget to Actual Report
- Import Budgeted Production Quantities
- Search and Filter Timesheets
- Set Up a Field Production Report
- Import Budgeted Hours
- Track Employees To All Projects For Timesheets
- Unapprove a Timesheet
- View a Site Production Report
- View a Labour Budget to Actual Report
- View a Timesheet
- View a Timesheet Entry Signature
- View Quantities on a Timesheet
- View the Change History of a Timesheet
- Videos
- Workflow
- T&M Tickets
- FAQ
- Permissions
- Release Notes
- Tutorials
- Best Practices for Configuring T&M Tickets
- Close or Reopen a T&M Ticket
- Configure Advanced Settings: T&M Tickets
- Create a T&M Ticket
- Create Equipment from a T&M Ticket
- Delete or Restore a T&M Ticket
- Edit a T&M Ticket
- Export a T&M Ticket as a PDF
- Manage T&M Tickets
- Search and Filter T&M Tickets
- View a T&M Ticket
- Videos
- Workflow
- Transmittals
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Related Item to a Transmittal
- Add Items to a Transmittal
- Configure Advanced Settings: Transmittals
- Create a Transmittal
- Customise the Column Display in the Transmittals Tool
- Delete a Transmittal
- Edit a Transmittal
- Export a Transmittal Letter to PDF
- Export the Transmittals Log to CSV
- Export the Transmittals Log to PDF
- Forward a Transmittal by Email
- Resize Column Width in the Transmittals Log
- Retrieve a Transmittal from the Recycle Bin
- Search for Transmittals
- View a Transmittal
- View the Email Correspondence for a Transmittal
- Videos
- Action Plans
- Company Level
- Procore API
- Procore Drive
- About Procore Drive
- Procore Drive: Release Notes
- Setup Guide
- User Guide
- Documents
- FAQ
- Permissions
- Tutorials
- Check Out/In a File in Procore Drive
- Delete a Folder/File in Procore Drive
- Download Folders from Procore Drive
- Download Files from Procore Drive
- Edit Files in Procore Drive
- Lock/Unlock a Folder/File in Procore Drive
- Open Files in Procore Drive
- Rename a File in Procore Drive
- Rename a Folder in Procore Drive
- Track/Untrack a File in Procore Drive
- Upload Files into a Folder in Procore Drive
- Emails
- Managing Settings
- Photos
- Programme
- Upgrade to Drive from Procore for Desktop
- Documents
- Procore Extracts
- Procore Imports
- Procore Sync
- Windows 10 Offerings
- Procore Web (app.procore.com)
- References