Site Map
Below is an exhaustive sitemap of Procore's Support Centre site (https://support.procore.com).
- Procore Certification
- Courses
- FAQ
- Release Notes
- Tutorials
- Add Your Procore Certified Certificate to Your LinkedIn Profile
- Change Your Email Address in Procore Certification
- Change your Name in Procore Certification
- Download Certification Video Scripts
- Download Your Procore Certified Certificate
- Join the Procore Certified User Group on LinkedIn
- Log in to Procore Certification
- Continuing Education
- Customer Success
- FAQ
- What are App Management Metrics and how do I access them?
- Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
- Are commitments private by default?
- Are granular permissions available in Portfolio Financials and Capital Planning?
- Are pending commitments automatically synced with integrated ERP systems?
- Are there any system limitations when projects have multiple main contracts?
- At what tier can an upstream collaborator approve a variation?
- 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 custom segments to my existing, non-WBS projects?
- Can I apply permissions templates to multiple users 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 estimates from the Estimating tool to a new project?
- Can I copy files in the Documents tool to another project?
- Can I copy one project's Documents folders to a new project?
- Can I create a variation for a contract or funding before a downstream collaborator responds to an RFQ for a change event?
- Can I create a list of overdue Main Contract Variations (MCVs)?
- Can I create an RFI with a duplicate number?
- Can I customise the project type options in Portfolio Financials and Capital Planning?
- 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 my variation or payment application in Portfolio Financials?
- 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 a Lookahead programme?
- 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 a CSV into a Project Financials tool's bill of quantities if it has blank values?
- Can I import clashes and clash groups into the Coordination Issues tool?
- Can I include deducts in my tender submission in the Tender Room?
- 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 print or export a copy of my tender in the Tender Room?
- 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 a daily activity summary for Portfolio Financials and Capital Planning?
- 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 Favourites lists for my project tools to apply to different projects?
- Can I Unlink MCVs Synced with an ERP System?
- 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'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 multiple users work on estimates and takeoffs at the same time in the Estimating tool?
- Can the drawing markup tool be disabled?
- Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?
- Can you make a correspondence that is set to private public?
- Common Questions about Apps and the Procore App Marketplace
- ¿Cómo la actualización de la seguridad de la capa del transporte v1.2 afecta a los usuarios?
- ¿Cómo puedo crear un PDF con campos que se pueden rellenar?
- ¿Cómo puedo mantener el formato de los códigos de costo de mi presupuesto en Excel?
- ¿Cómo puedo restablecer una contraseña?
- ¿Cómo puedo ver de dónde provienen mis partidas no presupuestadas?
- ¿Cuál es el proceso de lanzamiento para Requisiciones de Pago?
- Do I need a DocuSign© account?
- 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 milestones in Portfolio Financials sync with my external project programme?
- Do Procore's SSO integrations support single or multiple domains?
- Do we have to create and send all our project emails with the Emails tool?
- Does a user need to log in to Procore to respond to an RFI?
- Does a payment application contact need an 'Invite to Bill' to submit a payment application?
- Does the DocuSign® integration have any file size limits on attachments or envelopes?
- 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?
- Does the master programme update when I make a change to a Lookahead programme?
- For which items in Procore should I make templates?
- How are commitments, contracts, fundings and changes numbered in Procore?
- How are line Items and budget codes updated across change objects?
- How are PDFs uploaded to Procore affected by file restrictions?
- How are submittals numbered in Procore?
- How are templates created in Portfolio Financials?
- How are the date columns in submittal custom reports calculated?
- How can tenderers get locked out of a sealed Tender Room in Portfolio Financials?
- How can I add cost codes to a project synced with Yardi Voyager®
- How can I add custom tender form templates for the Tender Room in Portfolio Financials?
- How can I add custom Cost Tracker templates in Portfolio Financials?
- How can I add the '[Procore] Project Shutdown' inspection template to my Procore account?
- How can I budget individual values within a cost item in Portfolio Financials?
- 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 grant a 'Limited' user access to a specific Tender Room in Portfolio Financials?
- How can I handle CM fees in Portfolio Financials?
- 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 keep track of emailed specifications?
- How can I manually add a tender in Portfolio Financials?
- How can I monitor activity across all of my buildings in Portfolio Financials and Capital Planning?
- How can I move drawings to another drawing area?
- How can I request a folder template for Documents in my Portfolio Financials projects?
- How can I run a best and final round of tendering in Portfolio Financials?
- How can I see where my non-budgeted line items are coming from?
- How can I set up a tenant construction chargeback in the Cost Tracker?
- How can I share access to a Tender Room in Portfolio Financials?
- How can I share access to a Contract Room in Portfolio Financials?
- 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 unaward a tender or contract in Portfolio Financials?
- 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 use the 'Site Safety Inspection' template on my project?
- How can I use wages in Workforce Planning?
- 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 approval workflows get set up in Portfolio Financials?
- How do tender approvals work in Portfolio Financials?
- How do budget approvals work in Portfolio Financials?
- How do Cash Flow Forecasts and Capital Plans interact in Portfolio Financials and Capital Planning?
- How do variation approvals work in Portfolio Financials?
- How do contract approvals work in Portfolio Financials?
- How do cost types from Procore Estimating map to Procore's Budget tool?
- How do I access an RFI as an assignee?
- How do I access my company's Training Centre?
- How do I add a building to my account in Portfolio Financials?
- 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 additional contacts to a vendor profile in Portfolio Financials?
- How do I add an avatar or profile photo to Procore?
- 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 the 'Timesheet Hours' column to a budget view?
- How do I add tools to my Favourites list in Procore?
- How do I add unit-based line item details in Procore's budget import template?
- How do I adjust my budget view when the Client Contracts, Funding or Main Contracts tool is disabled in my company's Procore account?
- 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 approve an owner's payment application?
- How do I attach multiple files at once to a transmittal?
- How do I avoid and report phishing emails?
- How do I backfill a payment application from Yardi to Portfolio Financials?
- (Legacy) 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 check what Procore tools are included with my Procore account?
- How do I choose a Default Snag Item Manager for my project?
- How do I complete tasks in Procore that I used to complete in the standalone Procore Estimating application?
- 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 configure user permissions for multi-tier approvals with timekeeping?
- 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 disable Quick Capture for iOS?
- How do I display a list of project dates on the Home page?
- 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 edit an initial award amount for a contract in Portfolio Financials?
- How do I enable additional workforce labour types for the Site Diary?
- How do I enable Cost Allocations and Components for a Portfolio Financials project?
- How do I enable retention for a contract in Portfolio Financials?
- How do I enable the DocuSign® Integration?
- How do I ensure that Procore emails reach the recipients?
- How do I enter a credit payment application in Portfolio Financials?
- How do I enter budgeted projects for the year in Portfolio Financials and Capital Planning?
- 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 ERP
- 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 get the percent complete updated in the native programme file?
- 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 an RFI that I posted in the Tender Room has been answered?
- 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 locate an archived project in Portfolio Financials and Capital Planning?
- How do I log in to Portfolio Financials and Capital Planning?
- 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 navigate to a Tender Room in Portfolio Financials?
- How do I opt in to the new Tendering experience?
- How do I perform a hard refresh in my web browser?
- 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 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 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 revoke project access for a Procore user?
- How do I run a sealed tender process in Portfolio Financials?
- How do I set the accounting method for a contract or funding?
- How do I set up a budget view for real-time labour productivity?
- How do I set up a project in Procore?
- How do I set up my account in Workforce Planning?
- 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 the subcontractor payment applications and payments feature for Procore + QuickBooks?
- How do I set up Workforce Planning?
- 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?
- 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 submit a Subcontractor Bill of Quantities for a Procore commitment?
- How do I submit variations and payment applications in Portfolio Financials?
- How do I switch between Portfolio Financials and Project Management toolkits in Procore?
- How do I sync data between Workforce Planning and Procore?
- 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 track the actual materials received and installed on a job site?
- 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 tags with expiration dates in Workforce Planning?
- 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 I view pending Site Diary entries?
- How do I view workforce allocation percentage?
- How do payment application approvals work in Portfolio Financials?
- How do my project-specific 'Cost Code' segment items get carried over from a project template to a new project?
- How do permissions work within Procore Construction Network accounts?
- How do the Change Events tool's column display settings work?
- How does data entry differ between snag items created with manual input and snag items created with Quick Capture?
- 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 upstream payment application?
- How does Procore calculate the 'Current Payment Due' amount on a payment application?
- How does Procore calculate the Over/Under value in Change Events?
- How does the 'Actuals By Date' filter work on a budget view?
- 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 do I select which Viewpoint® Spectrum® jobs appear in the Select a Job Template list of the ERP Integrations tool?
- How do I resolve the "A commitment with code already exists" Error when Exporting to ERP
- How Do I Resolve the "This export cannot be completed because the number of line items in QuickBooks does not match up with the number in Procore." Error when Exporting to ERP
- How do I resolve a "The Import operation took longer than the set timeout" error when exporting to ERP?
- How Do I Resolve the "There was an error adding, modifying or deleting XXXXXX-XXXXXXXXXXX because it is already in use." Error when Exporting to ERP
- How will configured fieldsets affect my existing projects?
- How will I know when my payment application or variation is approved or rejected in Portfolio Financials?
- How will my previous Timecard entries work with Timesheets?
- 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 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?
- The 'plug' icon was removed, how do I navigate to the Marketplace?
- ¿Qué es un PDF con campos editables?
- ¿Cuáles son los elementos que se copiarán al crear un proyecto nuevo utilizando el proyecto plantilla?
- 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 Approvals in Portfolio Financials?
- What are 'Available Regions' on Marketplace Apps?
- What are best practices for using multiple (phased) budget uploads?
- What are configurable fieldsets and which Procore tools support them?
- What are Cost Allocations and Components in Portfolio Financials?
- 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 custom sections and which Procore tools support them?
- What are Drawing Areas?
- What are dynamic approver due dates?
- What are meeting minutes?
- What are Milestone Dependencies in Portfolio Financials and how do I set them?
- 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 Product Categories?
- What are Procore's standard budget views?
- What are 'production quantities'?
- What are "related items" in Procore?
- What are role-based permissions?
- What are segments and segment items?
- What are some best practices for Reporting in Portfolio Financials and Capital Planning?
- What are some examples of reports I can generate in Portfolio Financials and Capital Planning?
- 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 data points available for custom reports in Portfolio Financials and Capital Planning?
- What are the data points for Capital Plans in Portfolio Financials and Capital Planning?
- What are the default action plan verification methods?
- What are the default columns in the Contracts tab of the Commitments tool?
- What are the default columns in the Main Contracts tool?
- What are the default commitment statuses in Procore?
- What are the default fieldset configurations for Procore's 'Addendum' template correspondence type?
- What are the default fieldset configurations for Procore's 'Bulletin' template correspondence type?
- What are the default fieldset configurations for Procore's 'Variation Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Client Instruction' template correspondence type?
- What are the default fieldset configurations for Procore's 'Constraints' template correspondence type?
- What are the default fieldset configurations for Procore's 'Early Warning Notice' template correspondence type?
- What are the default fieldset configurations for Procore's 'Extension of Time' template correspondence type?
- What are the default fieldset configurations for Procore's 'General Correspondence' template correspondence type?
- What are the default fieldset configurations for Procore's 'Lessons Learned' template correspondence type?
- What are the default fieldset configurations for Procore's 'Letters of Intent' template correspondence type?
- What are the default fieldset configurations for Procore's 'Letters' template correspondence type?
- What are the default fieldset configurations for Procore's 'Material Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Mitigation Plan' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notice of Delay' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notice to Proceed' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notification of Backcharge' template correspondence type?
- What are the default fieldset configurations for Procore's 'Permit Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Project Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Risk Identification' template correspondence type?
- What are the default fieldset configurations for Procore's 'Site Instruction' template correspondence type?
- 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 project stages in Procore?
- What are the default 'Scope' options for change events in Procore?
- What are the default statuses for change events in Procore?
- What are the default statuses for variations in Procore?
- What are the default statuses for insurance in Procore?
- What are the default statuses for Procore payment applications?
- What are the default statuses for Daywork Sheets?
- 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 tier settings in Project Financials?
- What are the different permission levels for team members in Portfolio Financials?
- What are the different RFQ statuses and how do they affect cost and variation amounts?
- What are the different 'user roles' in Procore Estimating?
- 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 requirements for importing BOQ Line Items from CSV?
- What are the threshold values for the Portfolio tool's Health Dashboard?
- What are the Timesheets tool's default statuses for time entries?
- What are the user roles in the Submittals tool?
- What are Touch Commands?
- What are Uncategorised Payment applications in Portfolio Financials?
- What custom segments should we create for our company's Work Breakdown Structure?
- 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 dictionaries and languages are available in the Procore web application?
- What do tenderers see when they are in the Tender Room?
- What do I do when a commitment fails to export from the ERP Integrations tool?
- What do the arrows mean on the Project Comparison tab of Portfolio Financials and Capital Planning?
- What do the dates in the project's Admin tool mean?
- What do the different DocuSign® banners in Procore mean?
- What do the different statuses mean on Procore's feedback forum?
- 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 'Hide Tendering Info' mean for someone on the Tender Room Team?
- What does it mean when my DocuSign account is 'synced' with my Procore account and how do I sync it?
- What does the "Search" box in the Photos tool search for?
- What email notifications are sent for Approval Workflows in Portfolio Financials?
- What emails are sent during the tendering process 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 and formats are supported in the attachment viewer in the Submittals tool?
- What file types are supported for the 3D model viewer in the Documents tool?
- What file types does the Forms tool support?
- What gets copied over to a new project when applying a project template?
- What granular permissions are available for the Company level Directory tool?
- What granular permissions are available for the Project level Admin tool?
- What granular permissions are available for the Project level Documents tool?
- What granular permissions are available for the Project level Programme tool?
- What granular permissions are available for the Project level Timesheets tool?
- What granular permissions are available for the project's Action Plans tool?
- What granular permissions are available for the project's Tendering tool?
- What granular permissions are available for the project's Budget tool?
- What granular permissions are available for the project's Client Contracts tool?
- What granular permissions are available for the project's Commitments tool?
- What granular permissions are available for the project's Correspondence tool?
- What granular permissions are available for the project's Site Diary tool?
- What granular permissions are available for the project's Direct Costs tool?
- What granular permissions are available for the project's Drawings tool?
- What granular permissions are available for the project's Funding tool?
- What granular permissions are available for the project's Observations tool?
- What granular permissions are available for the project's Photos tool?
- What granular permissions are available for the project's Main Contracts tool?
- What granular permissions are available for the project's Snag List tool?
- What granular permissions are available for the project's RFIs tool?
- What granular permissions are available for the project's Submittals tool?
- What granular permissions are available for the project's Transmittals tool?
- What granular permissions are available in the Project level Directory tool?
- 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 budget code in Procore's WBS?
- What is a budget code structure in Procore's WBS?
- What is a Certification Centre?
- What is a change event?
- What is a variation?
- What is a 'Completed Action Plan Receiver'?
- 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 an downstream collaborator?
- What is a 'Draft' RFI?
- What is a 'Draft' submittal?
- What is a Drawing Set?
- What is a fillable PDF?
- What is a partial budget line item?
- What is a permissions template?
- What is a 'Plan Manager' in an action plan?
- What is a 'private' timecard and which timecards can be set to private?
- What is a Project Template?
- What is a snag list?
- What is a 'sensitive field' in Workforce Planning?
- What is a Service Account?
- 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 Test Project?
- What is a Daywork Sheet?
- What is a Training Centre?
- What is a transmittal in Procore?
- What is a Workforce Allocation Type?
- What is an 'Action Plan Approver'?
- What is an advanced search symbol in Procore?
- What is an assignable permissions template?
- What is an assignment alert in Workforce Planning?
- What is an incident?
- What is a payment application contact?
- What is an RFI?
- What is an upstream collaborator?
- 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 'Blocking Functionality' in an action plan?
- What is Bluebeam Studio?
- What is Capital Planning?
- What is a Developer Managed Service Account?
- 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 maintenance?
- What is phishing?
- What is Portfolio Financials?
- What is Primavera P6 and how does it integrate with Procore?
- What is Procore BIM?
- What is Procore Community?
- What is Procore's availability?
- What is Procore's data backup strategy?
- What is Procore's Recycle Bin?
- What is Procore's unavailability?
- What is Project Cost Reporting in Portfolio Financials?
- What is Single Sign-On (SSO)?
- What is sliding scale retention?
- What is the accounting approver role?
- What is the 'Adjustments' section on a tender form in the Tender Room?
- What is the Tender Room in Portfolio Financials?
- What is the 'Budget ROM' column in Procore's Budget tool?
- What is the 'Code' field on the project creation page?
- What is the construction tendering process?
- What is the Contract Room in Portfolio Financials?
- 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 'Baseline' and 'Forecast or Actual' dates for milestones in Portfolio Financials?
- What is the difference between a catalog, category and item in the Cost Catalog for Estimating?
- What is the difference between a default and custom segment in Procore's WBS?
- What is the difference between a distribution group and distribution list in Procore?
- What is the difference between a flat and tiered segment in Procore's WBS?
- What is the difference between a labour productivity 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 'Field Productivity' and 'Workforce Management'?
- What is the difference between horizontal and vertical financial markup?
- 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 'Enable Always Editable Bill of Quantities' setting?
- What is the "File Rename Information" file included with my extracted project data?
- What is the Financials Dashboard?
- What is the LaborChart App?
- 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 'My Tasks' page in Portfolio Financials and Capital Planning?
- What is the new report index page?
- What is the Procore Construction Network?
- What is the Procore plugin and what is it used for?
- What is the Project Page in Portfolio Financials and Capital Planning?
- What is the Project Team in Portfolio Financials and what are the varying permission levels?
- What is the Snag List Workflow?
- What is the 'resource bench' in Workforce Planning?
- 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 'Send to Accounts Payable' feature in Portfolio Financials?
- What is the 'Submittal Manager' role?
- What is the unpublished status on drawings?
- What is Work Breakdown Structure (WBS)?
- What messages and alerts can people respond to in Workforce Planning?
- 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 people information is synced between Workforce Planning and the Procore Company Directory?
- 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 project information is synced between Workforce Planning and Procore Projects?
- What report templates are available in the Reports tools?
- What should I do if I forgot my password for Portfolio Financials?
- What should I know about Approval Workflows in Portfolio Financials?
- What should I know about tendering in Portfolio Financials?
- What should I know about variations in Portfolio Financials?
- What should I know about invoicing in Portfolio Financials?
- What should I know about the Contract Room in Portfolio Financials?
- What tabs are available in the ERP Integrations tool?
- What do I need to know about the Vapid API deprecation?
- What type of device is recommended for viewing models in the Models tool?
- What type of mobile device should I use for Procore?
- What types of correspondences can be created with the Correspondence tool?
- What values pull into a variation BOQ from a change event?
- What's the difference between adding an assignee to a RFI and forwarding an RFI for review?
- What's the difference between Procore's user import and vendor/company import templates?
- What’s the difference between sequential and parallel approval in the submittal workflow?
- When a Sage 300 CRE vendor is linked to a Procore company, is the address synced?
- When does an action plan shift to 'Edit' or 'View' mode?
- When does my user session expire on Procore's Support site?
- When does Procore send email notifications to payment application contacts?
- When does the RFIs tool send email notifications?
- When does the Submittals tool send email notifications to Procore users?
- When does the Tasks tool send email notifications?
- When is a submittal attachment labelled as 'Current' in the 'Submittal Workflow' table?
- When updating the Work Log section, why can't I see any names in my resource list?
- When will I receive emails about the project I'm tendering on in Portfolio Financials?
- 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 Quality and Safety go in Procore?
- Where did the numbered templates on the Timesheets and My Time tool Fieldsets come from?
- Where do I put my tender documents in Procore?
- Where do the selections in the 'Spec Section' drop-down list come from?
- Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?
- Where is the Procore Certification course that I'm looking for?
- 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 my ERP Integration?
- Which data columns are in a Field Production Report?
- Which data columns can I add to a custom Submittals report?
- Which domains do we add to our network's 'Allowed List' to ensure access to Procore?
- Which emails are affected by the updated inbound email communication settings in Procore?
- Which fields can Procore automatically populate when uploading drawings?
- Which fields can Procore automatically populate when uploading specifications?
- Which fields in the Change Events tool can be configured as required, optional or hidden?
- Which fields in the Commitments tool can be configured as required, optional or hidden?
- Which fields in the Co-ordination Issues Tool can be configured as required, optional or hidden?
- 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 Payment applications or Progress Billings tools can be configured as required, optional or hidden?
- Which fields in the My Time 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 Main Contracts 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 in the Timesheets tool can be configured as required, optional or hidden?
- Which fields in the Daywork Sheets 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 supported in the Portfolio tool's views?
- Which filters can I apply to the Change Events tool?
- Which Groundbreak 2021 Sessions Qualified for CE credit?
- 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 Field 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 let me view digital image attachments in a map view?
- Which Procore tools support 'Classifications'?
- Which Procore tools support granular permissions?
- Which Procore tools support Work Breakdown Structure?
- Which project tools support Procore Search?
- Which setting do I enable in QuickBooks® to export payment applications with the ERP Integrations tool?
- Which settings are available in Procore?
- Which SSO identity providers are supported by Procore?
- Which tools can I extract project data from using the Procore Extracts application?
- Which tools currently support the Bookmarks feature on the Procore mobile app?
- Which units of measure 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 see private Action Plans?
- Who can view a 'Draft' RFI?
- Who can view tenders within a Procore Construction Network account?
- Who gets notifications from observations?
- Who receives a notification for updates in the Drawings tool?
- Who receives an email when a submittal is created or updated?
- Who receives correspondence item emails and push notifications?
- 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 getting the error "Missing authentication cookie" when viewing certification lessons?
- Why am I having problems playing training videos?
- Why am I not receiving emails from Portfolio Financials and Capital Planning?
- 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 in the Procore Imports app?
- Why am I receiving emails from Procore?
- Why am I receiving Procore emails at night?
- Why am I receiving the error 'No user found with the given email address' when logging in with SSO?
- Why am I unable to download and open a .ZIP file from Procore?
- 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 specification uploads failing?
- Why are my training courses missing?
- Why are recent changes to my Sage database missing in Procore?
- Why are some of my sub folders in my [Tender Documents] folder not showing up when my tenderers download them?
- 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 aren't my grids aligned in the Models tool?
- Why can I access the Main Contracts tool if I can't 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 Favourites 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 create WBS custom segments?
- Why can't I delete items in Procore?
- Why can't I edit or delete an 'Approved' variation?
- Why can't I expand the 'Awarded Value' row in Portfolio Financials and Capital Planning?
- Why can't I export an item from Portfolio Financials and Capital Planning?
- Why can't I log in to my Certification Analytics Dashboard?
- Why can't I log in to Portfolio Financials and Capital Planning?
- Why can't I receive email from Procore?
- Why can't I see all of my Favourite tools on a project?
- Why can't I see one of my users in Certification Analytics?
- Why can't I see the Accept/Reject options in the ERP Integrations tool?
- Why can't I see the Tender Room in Portfolio Financials?
- Why can't I see the Contract Room in Portfolio Financials?
- Why can't I see the Favourites 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 can't my team member see a project in Portfolio Financials and Capital Planning?
- Why can't my vendor access the Tender Room in Portfolio Financials?
- Why did Procore switch from procoretech.com to app.procore.com?
- Why didn't I receive an email notification from a submittal?
- 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 I see people in Workforce Planning, but not Procore?
- Why do some of our project's RFI numbers have two prefixes?
- Why don't I have permission to view the Workforce Planning tool?
- What does beta mean?
- Why is it valuable to have 'Procore' as an endorsable skill on my LinkedIn profile?
- 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 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 model showing when viewing models in Procore?
- Why isn't my project weather working?
- Why isn't the 'Job to Date Costs' column in the budget matching our subcontractor payment application amounts?
- 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?
- How can I view a custom Training Centre?
- Will dates from a Tender Room be added to the project's milestones in Portfolio Financials?
- Will Procore convert my non-fillable PDF to a fillable PDF?
- Getting Started with Procore
- Getting Started Midway Through Implementation
- Procore Learning Paths
- Procore Mobile (Android)
- Getting Started
- User Guide
- Announcements (Android)
- Camera (Android)
- Change Events (Android)
- Commitments (Android)
- Permissions
- Permissions-1
- Tutorials
- Create a Purchase Order (Android)
- Edit a Commitment's Bill of Quantities (Android)
- Edit a Purchase Order (Android)
- Search Commitments (Android)
- View a Commitment's Bill of Quantities (BOQ) (Android)
- View Variations (Android)
- View Inclusions and Exclusions for Subcontracts (Android)
- View Purchase Orders and Subcontracts (Android)
- Configure an SD Card for Your Android Device
- Correspondence (Android)
- Crews (Android)
- Daywork Sheets (Android)
- Tutorials
- Create a Daywork Sheet (Android)
- Create Equipment from a Daywork Sheet (Android)
- Edit a Daywork Sheet (Android)
- Email a Daywork Sheet (Android)
- Import a Timecard into a Daywork Sheet (Android)
- Request a Signature on a Daywork Sheet (Android)
- Search and Filter Daywork Sheets (Android)
- Sign a Daywork Sheet (Android)
- View a Daywork Sheet (Android)
- Permissions
- Tutorials
- Directory (Android)
- Tutorials
- Add a Company to the Project Level Directory (Android)
- Add a Contact to your Device (Android)
- Add a Person to the Project Level Directory (Android)
- Add a Phone Calls Entry from the Directory (Android)
- Add a User to a Project Using Their Profile Code (Android)
- Edit a Company in the Project Level Directory (Android)
- Edit a Person in the Project Level Directory (Android)
- Email Forward Contact Information (Android)
- Search for and Filter Directory Contacts (Android)
- View Directory (Android)
- Permissions
- Tutorials
- Documents (Android)
- Drawings (Android)
- Tutorials
- Add Measurements to a Drawing (Android)
- Add Observations to a Drawing (Android)
- Add Photos to a Drawing (Android)
- Add Snag List Items to a Drawing (Android)
- Compare Drawings (Android)
- Create RFIs on a Drawing (Android)
- Delete Drawing Markups (Android)
- Download Drawings (Android)
- Edit Drawing Markups (Android)
- Email Drawings (Android)
- Link Items to a Drawing (Android)
- Mark up a Drawing (Android)
- Print Drawings (Android)
- Publish Personal Drawing Markups (Android)
- Search for and Filter Drawings (Android)
- Sync and Download Drawings (Android)
- View Drawing Area (Android)
- View Drawing Markups (Android)
- View Drawings (Android)
- Permissions
- Tutorials
- Forms (Android)
- Incidents (Android)
- Inspections (Android)
- Tutorials
- Add Comments to an Inspection Item (Android)
- Add Photos to an Inspection Item (Android)
- Add Signers to an Inspection (Android)
- Create an Inspection (Android)
- Create an Observation from an Inspection (Android)
- Edit an Inspection (Android)
- Email Inspections (Android)
- Perform an Inspection (Android)
- Search for and Filter Inspections (Android)
- Sign an Inspection (Android)
- View Inspections (Android)
- View Signatures on an Inspection (Android)
- View the Activity Feed of an Inspection (Android)
- Permissions
- Tutorials
- Instructions (Android)
- Locations (Android)
- Permissions
- Tutorials
- Add Photos to a Location (Android)
- Create a Snag List Item from a Location (Android)
- Create an Incident from a Location (Android)
- Create an Inspection from a Location (Android)
- Create an Observation from a Location (Android)
- Create an RFI from a Location (Android)
- Scan a QR Code in the Locations Tool (Android)
- View Items Associated with a Location (Android)
- Main Contracts (Android)
- Meetings (Android)
- My Time (Android)
- Observations (Android)
- Tutorials
- Add a Comment to an Observation (Android)
- Add Observations to a Drawing (Android)
- Close an Observation (Android)
- Create an Observation (Android)
- Create an Observation from an Inspection (Android)
- Edit an Observation (Android)
- Email an Observation (Android)
- Respond to an Observation (Android)
- Search for and Filter Observations (Android)
- View an Observation (Android)
- Permissions
- Tutorials
- Photos (Android)
- Tutorials
- Add a Comment to a Photo (Android)
- Bulk Edit Photos (Android)
- Create a Photo Album (Android)
- Delete Photos (Android)
- Download a Photo (Android)
- Edit a Photo's Information (Android)
- Email a Photo (Android)
- Mark Up a Photo (Android)
- Mention Someone in a Photo Comment (Android)
- Search for and Filter Photos (Android)
- Sort Photo Albums (Android)
- Take and Add Photos to an Album (Android)
- View Photos (Android)
- Permissions
- Tutorials
- Programme (Android)
- Project Home Screen (Android)
- Permissions
- Tutorials
- About the Project Home Screen (Android)
- Add and Manage Bookmarks (Android)
- Add Project Links to the Home Page (Android)
- Configure Home Screen Preferences (Android)
- Configure the Tool Order for a Project (Android)
- Navigate to a Different Project in Procore (Android)
- Perform Quick Actions (Android)
- View Recent Drawings from the Home Screen (Android)
- RFIs (Android)
- Settings: Procore Android App
- Site Diary (Android)
- Tutorials
- Add a Site Diary Entry (Android)
- Add Accident Log Entries (Android)
- Add Daily Construction Report Entries (Android)
- Add Delay Entries (Android)
- Add Deliveries Diary Entries (Android)
- Add Skip Entries (Android)
- Add Equipment Entries (Android)
- Add Inspections Entries (Android)
- Add Manpower Entries (Android)
- Add Notes Entries (Android)
- Add Phone Calls Entries (Android)
- Add Photos Entries to Site Diary (Android)
- Add Plan Revisions Entries (Android)
- Add Quantities Entries (Android)
- Add Safety Violations Entries (Android)
- Add Programmed Work Log Entries (Android)
- Add Timecard Entries (Android)
- Add Visitors Entries (Android)
- Add Waste Entries (Android)
- Add Weather Entries (Android)
- Copy a Site Diary (Android)
- Delete a Site Diary (Android)
- Edit a Site Diary (Android)
- Email a Site Diary (Android)
- Mark a Site Diary as Complete (Android)
- Review and Approve Pending Entries (Android)
- Send Photos from the Photos tool to the Site Diary (Android)
- View and Attach Files to a Site Diary (Android)
- View and Manage Site Diaries in the Calendar View (Android)
- Permissions
- Tutorials
- Snag List (Android)
- Tutorials
- Add a Photo to a Snag List Item (Android)
- Close a Snag List Item (Android)
- Create a Snag List Item (Android)
- Edit a Snag List Item (Android)
- Email Snag Items to Any User (Android)
- Notify Assignees of Snag Items (Android)
- Reassign a Snag List Item (Android)
- Respond to a Snag List Item (Android)
- Search and Filter the Snag List (Android)
- View Snag List Items (Android)
- Permissions
- Tutorials
- Specifications (Android)
- Submittals (Android)
- Tasks (Android)
- Timesheets (Android)
- Tutorials
- Add a Crew to a Timesheet (Android)
- Add Employees to a Timesheet (Android)
- Add Quantities to a Timesheet (Android)
- Approve a Timesheet (Android)
- Approve a Timesheet (Android)
- Bulk Enter Time Entry (Android)
- Copy Previous Timesheet (Android)
- Create a Timesheet (Android)
- Delete a Timesheet (Android)
- Edit a Timesheet (Android)
- Edit Quantities on a Timesheet (Android)
- Review a Timesheet (Android)
- Search for and Filter Timesheets (Android)
- Sign a Timesheet (Android)
- Sign Timesheets for All Projects (Android)
- View a Labour Budget to Actual Report (Android)
- View a Timesheet (Android)
- View Timesheets for All Projects (Android)
- Permissions
- Tutorials
- Update the Procore Android App
- Action Plans (Android)
- Models (Android)
- Project Dashboard (Android)
- Permissions
- Procore for Android: Release Notes
- Procore for Android: Troubleshooting Tips
- Android Requirements
- Procore Mobile (iOS)
- Getting Started
- User Guide
- Announcements (iOS)
- Change Events (iOS)
- Commitments (iOS)
- Co-ordination Issues (iOS)
- Correspondence (iOS)
- Crews (iOS)
- Daywork Sheets (iOS)
- Directory (iOS)
- Tutorials
- Add a Company to the Project Level Directory (iOS)
- Add a Contact to your Device (iOS)
- Add a Person to the Project Level Directory (iOS)
- Add a Phone Calls Entry from the Directory (iOS)
- Add a User to a Project Using Their Profile Code (iOS)
- Search and Filter the Directory (iOS)
- Send Message or WhatsApp to a Contact (iOS)
- View the Directory (iOS)
- Permissions
- Tutorials
- Documents (iOS)
- Drawings (iOS)
- Tutorials
- Access Recently Viewed Drawings (iOS)
- Add Measurements to a Drawing (iOS)
- Add Observations to a Drawing (iOS)
- Add Photos to a Drawing (iOS)
- Add Snag List Items to a Drawing (iOS)
- Compare Drawings (iOS)
- Create or Link Co-ordination Issues on a Drawing (iOS)
- Create Snag List Items with Quick Capture from a Drawing (iOS)
- Create RFIs on a Drawing (iOS)
- Delete Drawing Markups (iOS)
- Disable Push Notifications for Drawings (iOS)
- Edit Drawing Markups (iOS)
- Email Drawings (iOS)
- Enable Push Notifications for Drawings (iOS)
- Filter Drawing Markups (iOS)
- Link Items to a Drawing (iOS)
- Link Observations to a Drawing (iOS)
- Link RFIs on a Drawing (iOS)
- Mark Up a Drawing (iOS)
- Print Drawings (iOS)
- Publish Personal Drawing Markups (iOS)
- Search for and Filter Drawings (iOS)
- Share a Snapshot of a Drawing Comparison (iOS)
- Sync and Download Drawings (iOS)
- View Drawing Area (iOS)
- View Drawing Markups (iOS)
- View Drawings (iOS)
- Permissions
- Tutorials
- Forms (iOS)
- Incidents (iOS)
- Inspections (iOS)
- Tutorials
- Add Comments to an Inspection Item (iOS)
- Add Photos to an Inspection Item (iOS)
- Add Signers to an Inspection (iOS)
- Create an Inspection (iOS)
- Create an Observation from an Inspection (iOS)
- Create Inspections on a Drawing (iOS)
- Edit an Inspection (iOS)
- Email Inspections (iOS)
- Perform an Inspection (iOS)
- Search for and Filter Inspections (iOS)
- Sign an Inspection (iOS)
- View Inspections (iOS)
- View Signatures on an Inspection (iOS)
- View the Activity Feed of an Inspection (iOS)
- Permissions
- Tutorials
- Instructions (iOS)
- Locations (iOS)
- Tutorials
- Add Photos to a Location (iOS)
- Create a Snag List Item from a Location (iOS)
- Create an Incident from a Location (iOS)
- Create an Inspection from a Location (iOS)
- Create an Observation from a Location (iOS)
- Create an RFI from a Location (iOS)
- Scan a QR Code in the Locations Tool (iOS)
- View Items Associated with a Location (iOS)
- Permissions
- Tutorials
- Main Contracts (iOS)
- Meetings (iOS)
- Models (iOS)
- My Time (iOS)
- Observations (iOS)
- Tutorials
- Add a Comment to an Observation (iOS)
- Add Observations to a Drawing (iOS)
- Close an Observation (iOS)
- Create an Observation from an Inspection (iOS)
- Create an Observation (iOS)
- Download Observation Items (iOS)
- Edit an Observation (iOS)
- Email an Observation (iOS)
- Link Observations to a Drawing (iOS)
- Respond to an Observation (iOS)
- Search for and Filter Observations (iOS)
- View an Observation (iOS)
- Permissions
- Tutorials
- Photos (iOS)
- Tutorials
- Add a Comment to a Photo (iOS)
- Add a Location to a Photo (iOS)
- Add Photos to a Drawing (iOS)
- Bulk Edit Photos (iOS)
- Create a Photo Album (iOS)
- Delete Photos (iOS)
- Download a Photo (iOS)
- Drag and Drop Images into Procore's Photos Tool (iOS)
- Edit a Photo's Information (iOS)
- Email a Photo (iOS)
- Mark Up a Photo (iOS)
- Mention Someone in a Photo Comment (iOS)
- Search for and Filter Photos (iOS)
- Send Photos from the Photos tool to the Site Diary (iOS)
- Sort Photo Albums (iOS)
- Take and Add Photos to an Album (iOS)
- View Photos (iOS)
- Permissions
- Tutorials
- Project Dashboard (iOS)
- Programme (iOS)
- RFIs (iOS)
- Tutorials
- Change the Status of an RFI (iOS)
- Create a Change Event from an RFI (iOS)
- Create an RFI (iOS)
- Create RFIs on a Drawing (iOS)
- Download RFI Attachments (iOS)
- Edit an RFI (iOS)
- Email an RFI (iOS)
- Link RFIs to a Drawing (iOS)
- Mark an RFI Response as Official (iOS)
- Respond to an RFI (iOS)
- Search for and Filter RFIs (iOS)
- View RFIs (iOS)
- Permissions
- Tutorials
- Site Diary (iOS)
- Tutorials
- Add Accident Entries (iOS)
- Add Daily Construction Report Entries (iOS)
- Add Site Diary Entries (iOS)
- Add Delay Entries (iOS)
- Add Deliveries Entries (iOS)
- Add Skip Entries (iOS)
- Add Equipment Entries (iOS)
- Add Inspection Entries (iOS)
- Add Manpower Entries (iOS)
- Add Notes Entries (iOS)
- Add Phone Calls Entries (iOS)
- Add Photos Entries (iOS)
- Add Plan Revision Entries (iOS)
- Add Quantities Diary Entries (iOS)
- Add Safety Violation Log Entries (iOS)
- Add Programmed Work Entries (iOS)
- Add Timecards Entries (iOS)
- Add Visitor Entries (iOS)
- Add Waste Log Entries (iOS)
- Add Weather Log Entries (iOS)
- Copy a Site Diary Item (iOS)
- Delete a Site Diary (iOS)
- Edit a Site Diary (iOS)
- Email a Site Diary (iOS)
- Mark a Site Diary as Complete (iOS)
- Review and Approve Pending Entries (iOS)
- Send Photos from the Photos tool to the Site Diary (iOS)
- View and Attach Files to a Site Diary (iOS)
- View and Manage Site Diaries in the Calendar View (iOS)
- Permissions
- Tutorials
- Snag List (iOS)
- Tutorials
- Add a Photo to a Snag List Item (iOS)
- Close a Snag List Item (iOS)
- Create a Snag List Item (iOS)
- Create a Snag List Item with Quick Capture (iOS)
- Download Snag List Items (iOS)
- Edit a Snag List Item (iOS)
- Email Snag Items to Any User (iOS)
- Notify Assignees of Snag Items (iOS)
- Reassign a Snag List Item (iOS)
- Respond to a Snag List Item (iOS)
- Search and Filter the Snag List (iOS)
- View a Snag List Item (iOS)
- Permissions
- Tutorials
- Settings: Procore iOS App
- Specifications (iOS)
- Submittals (iOS)
- Tasks (iOS)
- Timesheets (iOS)
- Tutorials
- Add a Crew to a Timesheet (iOS)
- Add Employees to a Timesheet (iOS)
- Add Quantities to a Timesheet (iOS)
- Approve a Timesheet (iOS)
- Bulk Enter Time Entry (iOS)
- Copy a Previous Timesheet (iOS)
- Create a Timesheet (iOS)
- Delete a Timesheet (iOS)
- Edit a Timesheet (iOS)
- Edit Quantities on a Timesheet (iOS)
- Review a Timesheet (iOS)
- Search for and Filter Timesheets (iOS)
- Set Up a Daily Reminder for Timesheets (iOS)
- Sign a Timesheet (iOS)
- Sign Timesheets for All Projects (iOS)
- View a Labour Budget to Actual Report (iOS)
- View a Timesheet (iOS)
- View Field Production Report (iOS)
- View Timesheets for All Projects (iOS)
- Permissions
- Tutorials
- Update the Procore iOS App
- Action Plans (iOS)
- Project Home Screen (iOS)
- Tutorials
- About the Project Home Screen (iOS)
- Add and Manage Bookmarks (iOS)
- Configure Home Screen Preferences (iOS)
- Configure the Tool Order for a Project (iOS)
- Navigate to a Different Company in Procore (iOS)
- Navigate to a Different Project (iOS)
- Perform Quick Actions (iOS)
- View Recent Drawings from the Home Screen (iOS)
- Permissions
- Tutorials
- Training Videos
- Permissions
- Procore for iOS: Release Notes
- Procore for iOS: Troubleshooting Tips
- iOS Requirements
- 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!) Custom Fields and Custom Sections for Submittals Tool
- Admin: Custom Fields for Incidents Tool
- Admin: Custom Fields for Inspections Tool
- 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
- Procore Sync: End of Support for the Procore Sync Application
- 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 Management User Guides
- Just-in-Time Training (JITT)
- Procore Consulting Services
- Request Procore Consulting Services
- What can Procore's Field Productivity Consultation Package include?
- What can Procore's Financial Consultation Package for Main Contractors include?
- What can Procore's Financial Consultation Package for Owners include?
- What can Procore's Financial Consultation Package for Specialty Contractors include?
- What can Procore's Preconstruction Consultation Package include?
- What can Procore's Project Management Consultation Package include?
- What can Procore's Quality & Safety Consultation Package include?
- Procore User Guide
- Company Level
- Admin
- FAQ
- Permissions
- Release Notes
- Tutorials
- About Configured Incidents Fieldsets and Field Options
- About Work Breakdown Structure
- 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 a Template Correspondence Type
- Add an Office Location
- Add Company Level Observation Types
- Add Custom Options for Incident Fields
- Add Custom Translations to Observation Types
- Add New Project Dates
- Add a Permitted Project to a Data Connection App
- Add Root Cause Analysis Fields
- Add Segment Items
- Add Task Categories
- Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
- Add the Columns for the 'Budget Changes' Feature to a Budget View
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Add the Unit-Based Columns to a Procore Budget View
- 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 Default Estimating Settings
- Configure Meeting Templates
- Configure Project Settings from the Company Admin Tool
- Configure Service Account Permissions
- Configure Settings for Exporting Inspections as PDFs
- Configure Single Sign-On in the Company Admin Tool
- Configure Tax Code Settings
- Configure Tool Settings from the Company Admin Tool
- Configure Your Company Settings
- Create a Company Level Action Plan Template
- 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 Correspondence Type
- Create a New Expense Allocation
- Create a Snag Item Template Category at the Company Level
- Create Action Plan Types
- Create Action Plan Verification Methods
- Create an App Configuration and Apply it to Projects
- Create a Company Level App Configuration
- Create Custom Sections
- Create Custom Submittal Log Statuses
- Create Custom Submittal Types
- Create a Global App Configuration
- Create New Configurable Fieldsets
- Create New Custom Fields
- Create a Service Account
- Create Your Company's Default Work Breakdown Structure
- Deactivate Segment Items
- Delete a Budget View
- Delete a Company Level Action Plan Template
- 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 Snag Item Template Category at the Company Level
- Delete Action Plan Types
- Delete Action Plan Verification Methods
- 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 a Service Account
- Delete Task Categories
- Edit a Correspondence Type
- Edit a Meeting Template
- Edit a Snag Item Template Category at the Company Level
- Edit an Existing Budget View
- Edit an Office Location
- Edit an App Configuration
- Edit Configurable Fieldsets
- Edit Custom Fields
- Edit Custom Options for Incident Fields
- Edit Custom Segment Settings
- Edit Observation Types
- Edit Root Cause Analysis Fields
- Edit Segment Items
- Enable Avatars
- Enable Participation in Procore User Surveys
- Enable SD Storage
- Enable Security Settings for Logins, Passwords and Session Timeout Intervals
- Enable Sub Jobs on Projects for WBS
- Enable the DocuSign® Integration on Your Company's Procore Account
- Export Company Cost Codes
- Export Segments to CSV
- 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 Procore Marketplace
- Install an App from Procore
- Install a Data Connection App from the Marketplace
- Install an Embedded App
- Launch an Embedded App in a Company
- Manage App Install Requests
- Manage Custom Statuses for Correspondence Types
- Manage PDF Configurations for Exported Meetings
- Mark a Task Category as Inactive
- Mark an Observation Type as Inactive
- Migrating Data Connection Apps to Use Developer Managed Service Accounts
- Edit a Service Account
- Reactivate Segment Items
- Reinstall an App
- Remove an Office Logo
- Remove Configurable Fieldsets from Projects
- Remove Custom Fields from Configurable Fieldsets
- Remove a Permitted Project from a Data Connection App
- Reset the Client Secret for a Service Account
- 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 Configurable Views for the Change Events Line Items View
- Set Up the Procore Labour Productivity Cost Budget View
- Turn Daywork Sheet Sections ON and OFF
- 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
- Update the Tool Settings for Contracts
- Upload a Company Logo
- Upload an Office Logo
- View Account Information
- View API Request Metrics
- View Details on a Developer Managed Service Account
- View Information about an Installed App
- View Projects with App Configurations
- View the Certification Dashboard
- View the Company Cost Code Segment Settings
- View the Company Cost Type Segment Settings
- Workflows
- Cost Catalog
- FAQ
- Permissions
- Release Notes
- Tutorials
- Activate or Deactivate Cost Catalog Items
- Add a Category to the Cost Catalog
- Add a New Catalog to the Cost Catalog
- Add Items to a Cost Catalog
- Copy Cost Catalog Items
- Create Assemblies for a Cost Catalog
- Delete Cost Catalog Items
- Edit Cost Catalog Items
- Export Cost Catalog Items
- Import Cost Catalog Items
- Move Cost Catalog Items
- Search for and Filter Items in the Cost Catalog
- View the Cost Catalog
- Videos
- 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 Project Permissions Template to a User in the Company Directory
- Change a User's Permissions to Company Tools in the Company Directory
- Change a User's Project Permissions Template in the Company Directory
- 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 Completed 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 or User Import Template
- View Company Details in the Company Level Directory Tool
- View User Details in the Company Level Directory Tool
- 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 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 or 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 a File in Microsoft Office 365 Using the Company Level Documents Tool
- View Documents in the Company Level Documents Tool
- Videos
- ERP Integrations
- FAQ
- Permissions
- Release Notes
- Tutorials
- Accept or Reject a CV for Export to an Integrated ERP System
- 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
- Retrieve a Budget from ERP Integrations Before Acceptance
- Unlink CCOs Synced with an Integrated ERP System
- Unlink Commitments Synced with an Integrated ERP System
- View the Accountant Report
- Inspections
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add Custom 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 Custom Response Set for Inspections
- Create an Inspection Type
- Delete a Company Level Inspection Template
- Delete a Custom Response Set for Inspections
- Delete an Inspection Type
- Edit a Company Level Inspection Template
- Edit a Custom Response Set for Inspections
- Export Company Level Inspection Templates as a PDF
- Retrieve a Company Level Inspection Template from the Recycle Bin
- Search and Filter for Inspection Templates
- View the Change History of an Inspection Template
- Videos
- Permissions
- FAQ
- Permissions
- Release Notes
- Tutorials
- Assign Company Permissions Templates in the Permissions Tool
- Assign Default Project Permissions Templates in the Permissions Tool
- Create a Company Permissions Template
- Create a Project Permissions Template
- Delete a Company Permissions Template
- Delete a Project Permissions Template
- Duplicate a Company Permissions Template
- Duplicate a Project Permissions Template
- Edit a Company Permissions Template
- Edit a Project Permissions Template
- Export Company Permissions Templates
- Export Project Permissions Template Assignments
- Export Project Permissions Templates
- Grant Granular Permissions in a Company Permissions Template
- Grant Granular Permissions in a Project Permissions Template
- Manage Company Permissions Templates
- Manage Project Permissions Templates
- Rename a Company Permissions Template
- Rename a Project Permissions Template
- Search for and Filter Users in the Permissions Tool
- Planroom
- Portfolio
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add Favourites to the Company Tools Menu
- Add Filters to the Portfolio Views
- Add Project Notes
- 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 Favourite Tool
- Revoke Access for My Connected Apps
- Search the Company Portfolio for Projects
- Set and Apply Favourites for the Project Tools Menu
- Set the Dashboard View Permissions
- Set User Permissions for the Portfolio Tool
- Set Up and Manage Your Favourites
- 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
- 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 Custom Company Report 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 Custom Company Report
- Share a Custom Company Report 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
- Permissions
- Release Notes
- Tutorials
- Configure Advanced Settings: Company Level Timesheets
- Configure the Company Timesheets Payroll Settings
- Customise the Column Display in the Company Level Timesheets Tool
- Delete a Timecard Entry in the Company Level Timesheets Tool
- Duplicate Your Company's Timesheets in Bulk
- Edit a Timecard Entry in the Company Level Timesheets Tool
- Edit Your Company's Timesheets in Bulk
- Export a Timer List as an IIF file from QuickBooks® Desktop
- Export Timecard Entries from Procore to Import into QuickBooks® Desktop
- Export Timesheet Data from Procore into Sage 300 CRE®
- Export Your Company's Timecard Entries to CSV
- Import Procore Time Entries into QuickBooks® Desktop
- Mark a Timecard Entry as Completed in the Company Level Timesheets Tool
- Reallocate Timecard Entry Hours for an Employee
- Search for and Filter Employee Timesheets
- Set the Rounding Rule for Your Company Timesheets
- Set Up your Payroll Export for use with Sage 300 CRE®
- Transfer Procore Timecard Entries to QuickBooks® Desktop
- View a Timecard Entry in the Company Level Timesheets Tool
- Videos
- Workflow
- Workforce Planning
- Tutorials
- Add or Edit Custom Fields for a Workforce Assignment
- Add or Edit Custom Fields for a Workforce Request
- Add or Edit Custom Fields for People in Workforce Planning
- Add or Edit Custom Fields for Projects in Workforce Planning
- Add or Edit Tags for People in Workforce Planning
- Add or Edit Tags for Projects in Workforce Planning
- Add People to Workforce Planning
- Assign or Edit a User's Notification Profile in Workforce Planning
- Assign Project Roles for Workforce Planning
- Bulk Delete People in Workforce Planning
- Bulk Delete Projects in Workforce Planning
- Bulk Delete Time Off in Workforce Planning
- Bulk Delete Workforce Assignments
- Bulk Delete Workforce Requests
- Bulk Edit People in Workforce Planning
- Bulk Edit Projects in Workforce Planning
- Bulk Edit Workforce Assignments
- Bulk Edit Workforce Requests
- Change a User's Permission Template in Workforce Planning
- Configure Assignment and Request Statuses for Workforce Planning
- Configure Company Details in Workforce Planning
- Configure Costing in Workforce Planning
- Configure Custom Fields for Workforce Planning
- Configure Default Assignment Alerts for Workforce Planning
- Configure Groups for Workforce Planning
- Configure Job Titles for Workforce Planning
- Configure Notification Profiles for Workforce Planning
- Configure QR Codes for Workforce Planning
- Configure Sensitive Fields for Workforce Planning
- Configure Tags for Workforce Planning
- Create a Workforce Assignment
- Create a Workforce Request
- Create Custom Assignment Alerts for Projects
- Create Notes About People in Workforce Planning
- Create Notes About Projects in Workforce Planning
- Create Permissions Templates for Workforce Planning
- Create Project Categories for Workforce Planning
- Create Projects in Workforce Planning
- Create QR Codes for People
- Create QR Codes for Projects
- Create Saved Reports in Workforce Planning
- Create Saved Views in Workforce Planning
- Create Time Off in Workforce Planning
- Create Workforce Assignments Using Rapid Assign
- Delete a Workforce Assignment
- Delete a Workforce Request
- Delete or Inactivate a Project in Workforce Planning
- Delete or Inactivate People in Workforce Planning
- Delete Permissions Templates for Workforce Planning
- Delete Time Off in Workforce Planning
- Download the Time Off List
- Edit a Workforce Assignment
- Edit a Workforce Request
- Edit or Delete Saved Reports in Workforce Planning
- Edit or Delete Saved Views in Workforce Planning
- Edit People in Workforce Planning
- Edit Permissions Templates for Workforce Planning
- Edit Project Details in Workforce Planning
- End a Workforce Assignment
- Export the Assignment History Report
- Export the Assignments Gantt
- Export the Availability Look-Ahead Report
- Export the People List
- Export the Project List
- Export the Tags Requiring Action Report
- Export the Time Off List
- Export the Totals Dashboard
- Export the Workforce Assignments List
- Export the Workforce Report
- Export the Workforce Request List
- Fill a Workforce Request
- Manage Archived Messages for Workforce Planning
- Manage Attachments for People in Workforce Planning
- Manage Attachments for Projects in Workforce Planning
- Manage Draft Assignment Alerts for Workforce Planning
- Manage Draft Messages for Workforce Planning
- Manage Open Assignment Alerts for Workforce Planning
- Manage Programmed Assignment Alerts for Workforce Planning
- Manage Programmed Messages for Workforce Planning
- Manage Sent Messages for Workforce Planning
- Manage Starred Messages for Workforce Planning
- Manage Wage Overrides in Workforce Planning
- Manage Your Inbox for Workforce Planning
- Respond to a Workforce Planning Message
- Respond to Assignment Alerts for Workforce Planning
- Search and Filter the Assignments Gantt
- Search and Filter the Totals Dashboard
- Search, Sort and Filter People on the Assignments Boards
- Search, Sort and Filter Projects on the Assignments Boards
- Search, Sort and Filter the People List
- Search, Sort and Filter the Project List
- Search, Sort and Filter the Time Off List
- Search, Sort and Filter the Workforce Requests List
- Send a Message for Workforce Planning
- Send Assignment Alerts in Workforce Planning
- Set Up Your SMS and Email Signature in Workforce Planning
- Sort and Filter the Workforce Assignments List
- View Activity about a Person in Workforce Planning
- View Activity about a Project in Workforce Planning
- View and Configure the Project Workforce Graph
- View and Edit Time Off in Workforce Planning
- View Closed Assignment Alerts for Workforce Planning
- View Notifications in Workforce Planning
- View Tag Attachments for Projects
- View Tag Expiration Dates and Attachments for People
- View the Activity Dashboard
- View the Assignments Boards
- View the Assignments Gantt
- View the Map Dashboard
- View the People List
- View the Projects List
- View the Time Off List
- View the Totals Dashboard
- View the Workforce Assignments List
- View the Workforce Requests List
- Tutorials
- Admin
- Project Level
- Action Plans
- FAQ
- Permissions
- Release Notes
- Tutorials
- Approve an Action Plan to be Performed
- Configure Action Plans Notification Settings
- Create a Custom Report for Action Plans
- Create a Project Level Action Plan Template
- Create an Action Plan
- Delete a Project Level Action Plan Template
- Delete an Action Plan
- Edit an Action Plan
- Enable the Action Plans Tool
- Export Action Plan to a PDF
- Perform an Action Plan
- Retrieve a Deleted Project Level Action Plan Template
- Retrieve an Action Plan from the Recycle Bin
- Search for and Filter Action Plans
- Sign a Completed Action Plan
- View an Action Plan
- Videos
- 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 Segment Items to a Project
- Add Spec Sections to the Admin Tool
- Add 'Sub Job' Segment Items to a Procore Project
- Allow or Disallow Users to Create Locations within a Tool
- Arrange the Project Budget Code Structure
- Assign an Office Location to a Project
- Assign Project Cost Codes to Sub Jobs
- 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 Company Segments to a Project
- Copy Directory From One Project to Another
- Create Your Project's Work Breakdown Structure
- 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
- Delete Sub Jobs from a Project
- Delete Unused Segment Items from a Project
- 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 Segment Items on a Project
- Edit Spec Sections in the Admin Tool
- Edit Sub Jobs on a Project
- 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
- Remove Segments from the Project Budget Code Structure
- Request a Multi-tiered Locations Import
- Request to Copy Project Cost Codes to Another Project
- Request to Import Segment Items for WBS
- Set Project Working Days
- Set the Project Type
- Set Up a Labour Budget to Actual Report for the Timesheets Tool
- Set Up Budgeted Production Quantities for the Timesheets Tool
- Update General Project Information
- Upload a Project Logo
- Videos
- Workflows
- Tendering
- Tendering Tool
- FAQ
- Permissions
- Release Notes
- Tutorials
- About Tender Management 2.0 (Beta)
- Add New Companies and Contacts for a Tender Form (Beta)
- Add New Companies and Contacts to the Company Directory from the Tendering Tool
- Add Notes to the Tender List
- Award a Tender and Convert it to a Subcontract or Purchase Order (Beta)
- 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 Form (Beta)
- Create a Tender Package
- Create a Tendering Report
- Customise the Column Display in the Tendering Tool
- Delete a Tender Form (Beta)
- Delete a Tender Package
- Download Tender Documents
- Edit a Tender Form (Beta)
- Edit a Tender Package
- Export a Tender Package
- Export a Tender Package's Tender Files
- Export a Tender Package's Tender List
- Export a Tender Sheet
- Filter and Group the Tender List
- Find and Invite Tenderers to a Tender Form (Beta)
- Indicate Your Intention to Tender
- Level Tenders for a Tender Form (Beta)
- Preview a Tender Form (Beta)
- 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 Place a tender on Behalf of a Tenderer
- Submit a Pre-Tender Question
- Update a Submitted Tender
- Update and Redistribute a Tender Package
- Update Tender Files
- Upload Tender Documents
- View a Tender Form (Beta)
- View a Tender Package
- View an Activity Log
- View and Manage Tenderers on a Tender Form (Beta)
- View Tender Files
- Videos
- Workflow
- Budget
- FAQ
- Permissions
- Release Notes
- Tutorials
- About the Budget Detail Tab
- 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 Advanced Forecasting Curves
- Apply the View, Group and Filter Options on the Budget Detail Tab
- Apply the View, Snapshot, Group and Filter Options on a Budget View
- Approve Budget Changes
- 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
- Create Budget Changes
- Delete a Budget Line Item
- Edit a Budget
- Edit Budget Changes
- Export a Budget to an Integrated ERP System
- Export Budget Changes
- 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 Changes
- View Budget Reports
- View and Filter the Change History of the Budget
- Void Budget Changes
- Videos
- Workflow
- Change Events
- FAQ
- Permissions
- Release Notes
- 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 Potential Variation
- Add a Related Item to a Change Event
- (Legacy) 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 Change Event Line Items
- Add Production Quantities to a Change Event
- Add the Change Events Columns to a Budget View (Including Revenue ROM)
- Assign and Send an RFQ to a Collaborator
- Clone a Change Event
- (Beta) Clone Change Events
- Configure Settings: Change Events
- Create a Budget Modification from 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 Variation from a Change Event
- Create a Commitment Potential Variation from a Change Event
- Create a Funding Variation from a Change Event
- Create a Main Contract Variation 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 Change Events
- (Beta) Create a Change Event with Revenue ROM
- Create RFQs from a Change Event
- Delete a Change Event
- (Beta) Delete Change Events
- Edit a Change Event
- Edit Change Events
- (Beta) Email Change Events
- 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 on Behalf of a Collaborator
- Retrieve a Deleted Change Event
- Review RFQ Responses
- Search for and Apply Filters to the Change Events Tool
- Submit a Quote as a Collaborator
- (Legacy) View a Change Event
- (Legacy) View Change Events Summary
- View 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 a Variation
- Approve or Reject Commitment Variations
- Approve or Reject Main Contract Variations
- Configure Advanced Settings: Variations
- Configure the Number of Variation Tiers on a Project Financials Tool
- Create a Variation
- Create a Variation from a Change Event
- Edit a Variation
- Enable the Variations Tool
- Export a Variation
- 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
- About the Commitments Tool
- Accept or Decline an 'Invite to Bill' as a Payment Application Contact
- Add a Line Item to a Commitment's Bill of Quantities
- Add a New Payment to the Payments Issued Tab of a Commitment
- (Legacy) Add a Related Item to a Purchase Order or Subcontract
- Add a Subcontractor BOQ to a Commitment
- Add Financial Markup to Commitment Variations
- Add Payment application Contacts to a Purchase Order or Subcontract
- Allow or Prevent Overbilling on a Subcontractor Payment application
- Approve and Sign a Subcontract
- Change the Privacy Settings for a Commitment
- Complete a Commitment Variation with DocuSign®
- Complete a Commitment Contract with DocuSign®
- Complete Subcontractor Payment Applications with DocuSign®
- Configure Advanced Settings: Commitments
- Configure the Default Privacy Settings for New Commitments
- Configure the Number of Commitment Variation Tiers
- Create a Commitment
- Create a Commitment Variation
- Create a Commitment Potential Variation
- Create a Payment Programme
- (Legacy) Create a Purchase Order
- (Legacy) Create a Subcontract
- Create a Subcontractor Payment Application for the Release of Retention
- Create a Payment Application on Behalf of a Payment Application Contact
- Delete a Commitment Synced with an Integrated ERP System
- Delete a Purchase Order or Subcontract
- Delete a Subcontractor Invoice from the Commitments Tool
- Edit a Commitment
- Edit a Commitment Synced with an Integrated ERP System
- (Legacy) Edit a Purchase Order
- (Legacy) Edit a Subcontract
- Edit the Advanced Settings Tab on a Commitment
- Email a Purchase Order or Subcontract
- 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 Purchase Order or Subcontract
- Enable Sliding Scale Retention Rules on Subcontractor Payment applications
- Enable the Payments Issued Tab on a Commitment
- Export a Commitment Variation to an Integrated ERP System
- Export a Commitment
- Export a Commitment to an Integrated ERP System
- Export a Commitments List
- Import Commitment BOQ Line Items from a CSV File
- Manage Rows & Columns in the Commitments Tool
- Request to Reset a Commitment Synced with an Integrated ERP System
- Review a Subcontractor BOQ for a Commitment
- Review a Subcontractor Invoice as an Admin
- Revise & Resubmit a Payment Application as a Payment Application Contact
- Search for and Apply Filters to the Commitments Tool
- 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 New Payment application as a Payment Application Contact
- Update a Subcontractor Bill of Quantities as a Payment Application Contact from the Commitments Tool
- View a Purchase Order
- View a Subcontract
- View Commitments
- View Inclusions/Exclusions on a Subcontract
- View the Change History of a Commitment
- Videos
- Workflow
- Coordination Issues
- FAQ
- Permissions
- Release Notes
- 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 Co-ordination Issues Plugin for Navisworks®
- Download the Procore Documents Plugin for Navisworks®
- Edit a Coordination Issue
- Elevate a Coordination Issue to an RFI
- Export a List of Coordination Issues
- Getting Started Guide: Documents Plugin for Navisworks®
- Getting Started Guide: Procore Plugin for Co-ordination 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 Co-ordination Issues
- View the Activity Feed of a Coordination Issue
- View the Coordination Issues Dashboard
- Videos
- Workflow
- Correspondence
- FAQ
- Permissions
- Release Notes
- Tutorials
- Add a Related Item to a Correspondence Item
- 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 and Link an RFI, Change Event or a Different Correspondence Item to an Existing Correspondence Item
- Create and Link a New Correspondence Item from a Correspondence Response
- Customise the Column Display in the Correspondence Tool
- Edit a Correspondence Item
- Export a Correspondence Item
- Export a List of Correspondence Items
- Generate a QR Code for a Correspondence Item
- Link a Correspondence Item on a Drawing
- Perform Bulk Actions on Correspondence Items
- Respond to a Correspondence Item
- Search, Sort and Filter Correspondences
- View a Correspondence Item
- Videos
- Workflows
- 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
- 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
- Perform Bulk Actions in the Site Diary
- Re-Open a Site Diary
- Search for and Filter the Site Diary
- 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 Project Permissions Template to a User in the Project Directory
- Bulk Add Users and Companies to a Project Directory
- Change a User's Permissions in the Project Directory
- Configure the Project Team on the Project Home Page
- Configure Advanced Settings: Project Directory
- Create a Project Specific Permissions 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
- Workflow
- 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 or 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 a File in Microsoft Office 365 Using the Project Level Documents Tool
- View and Download 3D Models in the 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 Co-ordination 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
- Action Plans
- Company Level
- Procore Web (app.procore.com)