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Procore (en-GB)

Training Videos

The following page contains a list of all Procore training videos. The videos can also be found in the Procore User Guide under their respective Tool home pages.  

If you are new to Procore, it's strongly recommended that you view all of these training videos in the context of Procore's "Open Enrollment" self-paced learning course. Registration is free! To learn more and sign-up, see http://learn.procore.com

Core Tools

Directory

  • Directory and Permission Levels

Documents

  • Upload Document
  • Manage File Versions
  • Organise Files and Folders
  • Manage Documents
  • Manage Permissions
  • File and Folder Structure
  • View Documents

Home (General Navigation)

  • Navigating Procore

Reports

  • Create Custom Reports

tasks

  • Add a Task
  • Configure Tasks Settings
  • Resolve a Task
  • View a Task

Project Management

Coordination Issues

  • Coordination Issues - Overview
  • Coordination Issues - Getting Started
  • Import Locations from Revit® to Procore
  • Import Viewpoints
  • Create a Coordination Issue
  • View Co-ordination Issues
  • Syncing and Tracking Changes
  • Elevate to an RFI
  • Save an NWD File
  • Dashboard and Exports Overview
  • Designer and Detailer Workflows

Drawings

  • Configure Drawings Settings
  • Upload Drawings
  • Upload Drawing Revisions
  • View Drawings
  • View and Compare Drawings
  • Mark Up Drawings

Meetings

  • Configure Meetings Settings
  • Create Meetings
  • View Meetings
  • Mobile Meetings
  • Meetings Overview

Photos

  • Configure Photos Settings
  • Upload Photos
  • Photo Management
  • Mobile Photos
  • Photos Overview

Reports

  • Create Custom Reports

RFIs

  • Configure RFI Settings
  • Create an RFI
  • Close an RFI
  • Respond to an RFI
  • RFIs Overview

Programme

  • Configure Programme Settings
  • View a Programme
  • Procore Drive Programme
  • Programme Overview

Submittals

  • Configure Submittal Settings
  • Import Submittals
  • Create Submittals
  • Basic Navigation of the Submittals Tool
  • Respond to Submittals
  • Close, Revise and Distribute a Submittal
  • Submit Submittals
  • Navigate Submittals

Specifications

  • Configure Specification Settings
  • Upload Specifications
  • Upload a Spec Book
  • Manage Specifications
  • View Specifications
  • Submittal Builder
  • Submittals Overview

Construction Financials

Tendering

  • Create a Tender Package
  • Submit a Tender
  • Invite Tenderers to Tender
  • Configure Tender Settings
  • Upload Tender Set of Specs
  • Upload Tender Set of Drawings
  • Upload Tender Documents
  • Update and View Tender Package

Budget

  • Budget Forecasts, Projections and Reports
  • Create a Budget Modification
  • Set up a Budget
  • Set up Configurable Budget Views
  • Add New Line Items to a Budget
  • Create a Change Event
  • Create a Direct Cost
  • Navigate the Forecasting Tab

Change management

  • Create a Change Event
  • Create an RFQ
  • Create and Send RFQs
  • Create a Main PV
  • Create a Commitment Variation
  • Respond to an RFQ
  • Respond to RFQs on Behalf of a Subcontractor
  • Add a Line Item to a Change Event

Commitments

  • Commitment Management
  • Configure Commitment Settings
  • Create a Commitment Variation 
  • Create a Subcontractor Payment Application on Behalf of a Subcontractor
  • Create and Send Subcontractor Payment Application Invitations
  • Invite a Subcontractor to Create a SBOQ
  • Edit Subcontractor Bill of Quantities
  • Create a Purchase Order
  • Create a Contract
  • Create a Subcontract
  • Create a Commitment

Direct Costs

  • Direct Cost Management
  • Create a Direct Cost

Payment Applications

  • Create a Subcontractor Payment Application on Behalf of a Subcontractor
  • Create and Send Subcontractor Payment Application Invitations
  • Configure Payment application Settings
  • Create and Owner Payment application
  • Review a Subcontractor Payment Application
  • Submit a Payment Application
  • Create an Owner Payment Application
  • Commitment Management

Main Contract 

  • Set up a Main Contract
  • Create Main PVs
  • Configure Main Contract Settings
  • Create an Owner Payment Application
  • Add a Financial Markup to a Main Contract
  • Configure Main Contract Variation Tiers
  • Create and Send RFQs
  • Create a Bill of Quantities for a Main Contract
  • Review a Main Contract
  • Review MCVs

Quality and Safety

Site Diary

  • Configure Site Diary Settings
  • Add Site Diary Entries
  • View Site Diary Reports
  • Site Diary Overview

Forms

  • Create a Form Template
  • Fill Out a Form

Incidents

  • Create Incidents
  • Configure Incidents

Inspections

  • Create Inspection Templates
  • Create Project Level Inspections
  • Perform Inspections (Mobile)
  • Create Company Level Multiple Response Sets

Observations

  • Configure Observation Settings
  • Create Observations
  • Add Observation Templates
  • Close an Observation
  • View Observations
  • Resolve Observations
  • Respond to an Observation

Snag List

  • Configure Snag List
  • Review and Close Snag List Items
  • Create Snag List Items from the Drawings Tool (Mobile)
  • Close a Snag List Item
  • Resolve a Snag List Item
  • View a Snag List Item
  • Import Snag Items

Field Productivity

Crews

  • Create a Crew
  • Create a Crew (Mobile)
  • Add a Worker
  • Add a Worker (Mobile)

Timesheets

  • Configure Timesheet Settings
  • Create a Timesheet
  • Create a Timesheet (Mobile)
  • Review and Approve a Timesheet
  • Sign Weekly Time Entries for All Projects
  • Set Up and View a Labour Budget to Actual Report
  • Set Up and View a Production Quantity Report
  • Set Up and View a Field Production Report
  • View Field Production Reports
  • Review and Approve a Timesheet

Daywork Sheets

  • Intro to Daywork Sheets
  • Configure Daywork Sheet Settings
  • Create a Daywork Sheet
  • Request a Signature and Sign a Daywork Sheet
  • Create a Daywork Sheet (Mobile)

Site Manager

Crews

  • Create a Crew (Web)
  • Create a Crew (Mobile)
  • Add Worker (Web)
  • Add Worker (Mobile)

Site Diary

  • Site Diary (Web)
  • Site Diary (Mobile)

Directory

  • Directory/Emails

Documents

  • Documents

Forms

  • Fill Out a Form (Mobile)

Incidents

  • Create an Incident
  • Configure Incident Settings

Inspections

  • Add Inspection Templates to a Project
  • Perform an Inspection (Mobile)

Meetings

  • Meetings (Web)
  • Meetings (Mobile)

Observations

  • Add Observation Templates
  • Create an Observation
  • Close an Observation

Photos

  • Photos (Web)
  • Photos (Mobile)

Snag List

  • Configure Snag List Settings
  • Create a Snag List Item (Mobile)
  • Accept and Close a Snag List Item (Mobile)

Reports

  • Create a Custom Report

RFIs

  • RFIs

Programme

  • Programme

Specifications

  • Specifications

Timesheets

  • Create a Timesheet (Web)
  • Create a Timesheet (Mobile)

Subcontractor

Tendering

  • Submit a Tender

Commitments

  • Edit Subcontractor BOQ

Site Diary

  • Add a Site Diary Item (Mobile)

Drawings

  • View Drawings
  • View and Compare Drawings (Mobile)
  • Mark Up Drawings (Mobile)

Documents

  • View Documents

Emails

  • Reading Emails Sent from Procore

Payment Applications

  • Submit a Payment Application

Observations

  • View Observations (Mobile)
  • Resolve Observations (Mobile)

Snag List

  • Resolve a Snag List Item (Mobile)
  • View a Snag List Item (Mobile)

RFIs

  • Create RFIs (Mobile)
  • Respond to an RFI

Programme

  • View a Project Programme (Web/Mobile)

Specifications

  • View Specifications

Submittals

  • Submit Submittals

Tasks

  • Resolve a Task
  • View a Task

Speciality Contractor as Client - Core Tools

Documents

  • Procore Drive
  • Manage Documents

Reports

  • Create Custom Reports

Tasks

  • Add a Task

Speciality Contractor as Client - Project Manager

Tendering

  • Configure Tender Settings
  • Create a Tender Package
  • Invite Tenderers to Tender
  • Upload Tender Documents
  • Upload Tender Set to Drawings
  • Update and View a Tender Package

Drawings

  • Configure Drawings
  • Upload Drawings
  • Mark Up Drawings (Mobile)
  • View and Compare Drawings (Mobile)

Meetings

  • Configure Meetings
  • Create Meetings
  • Meetings (Mobile)
  • View Meetings

Photos

  • Photos (Mobile)
  • Upload Photos

RFIs

  • Create an RFI
  • Close an RFI

Programme

  • Configure Programme
  • View Programme
  • Procore Drive

Specifications

  • Upload a Spec Book

Submittals

  • Navigate Submittals
  • Configure Submittals
  • Create Submittals
  • Import Submittals
  • Close, Revise and Distribute Submittal
  • Respond to Submittal

Speciality Contractor as Client - Quality & Safety

Site Diary

  • Configure the Site Diary Tool
  • Add Site Diary Entries

Incidents

  • Create Incidents (Mobile)

Inspections

  • Add Inspection Templates
  • Create Company Level Inspection Templates
  • Perform Inspections (Mobile)

Observations

  • Add Observation Templates
  • Create an Observation
  • Respond to an Observation

Snag List

  • Configure the Snag List Tool
  • Create a Snag List Item
  • Respond to a Snag List Item
  • Close a Snag List Item

Speciality Contractor as Client - Construction Financials

Budget

  • Add New Line Items to a Budget
  • Create a Budget Modification
  • Create a Direct Cost
  • Create a Change Event
  • Set Up a Budget

Change Events

  • Create a Change Event
  • Respond to an RFQ on Behalf of a Subcontractor

Commitments

  • Create a CV
  • Create a Subcontract
  • Configure Commitment Settings
  • Create a Purchase Order

Main Contract

  • Create a Main Contract
  • Create a Bill of Quantities for a Main Contract
  • Configure Main Contract Settings
  • Add Financial Markups to a Main Contract
  • Configure Main Contract Order Tiers
  • Create and Send an RFQ

Owner - Project Management

Drawings

  • Upload Drawings
  • Upload Drawing Revisions
  • View Drawings
  • Mark Up Drawings

Meetings

  • Create Meetings
  • Meetings Mobile

Photos

  • Upload Photos
  • Photo Management
  • Photos (Mobile)

RFIs

  • Create an RFI
  • Close an RFI

Programme

  • View Programme

Specifications

  • Upload Spec Book
  • View Specifications
  • Manage Specifications

Submittals

  • Submittal Navigation
  • Create a Submittal
  • Respond to a Submittal
  • Close, Revise and Distribute a Submittal
  • Submittal Builder

Owner - Project Financials

Budget

  • Set Up a Budget
  • Add New Line Items to the Budget
  • Budget Forecasts, Projections and Reports
  • Create a Budget Modification

Change Events

  • Create a Change Event
  • Create a Main PV
  • Create and Send an RFQ
  • Respond to an RFQ

Commitments

  • Create a Purchase Order
  • Invite a Contractor to Create a Contractor BOQ
  • Create a Contract
  • Create a CV

Direct Costs

  • Create a Direct Cost

Payment Applications

  • Create an Owner Payment Application
  • Create and Send Contractor Payment application Invitations
  • Create a Contractor Payment application on Behalf of a Contractor
  • Review a Contractor Payment application

Main Contract

  • Create a Bill of Quantities from a Main Contract
  • Configure Variation Tiers for the Main Contract Tool
  • Set Up Main Contracts

Owner - Pre-construction

Tendering

  • Create a Tender Package
  • Invite Tenderers to Tender
  • Update and View a Tender Package
  • Upload Tender Documents

Prequalifications

  • Prequalify a Company
  • Set Up a Prequalification Form
  • Submit a Prequalification Form

Owner - Core Tools

Directory

  • Directory and Permission Levels

Documents

  • Procore Drive

Home

  • Navigating Procore

Reports

  • Create Custom Reports

Tasks

  • Add a Task
  • Configure Tasks Settings

Owner - Quality & Safety

Site Diary

  • Add a Task
  • Configure the Site Diary Tool
  • View Site Diary Reports

Forms

  • Create a Form Template
  • Fill Out a Form (Mobile)

Incidents

  • Configure the Incidents Tool
  • Create an Incident (Mobile)

Inspections

  • Add Inspection Templates
  • Create an Inspection Template
  • Perform Inspections

Payment Applications

  • Review an Owner Payment application

Observations

  • Add Observation Templates
  • Configure the Observations Tool
  • Create an Observation

Main Contract

  • Review a Main Contract
  • Review MCVs

Snag List

  • Configure the Snag List Tool
  • Create a Snag List Item
  • Respond to a Snag List Item
  • Close a Snag List Item

Site Worker

Change Events

  • Create a Change Event (Mobile)
  • Add a Line Item to a Change Event (Mobile)

Commitments

  • Create a Commitment (Mobile)

Coordination Issues

  • View Co-ordination Issues (Mobile)

Correspondence

  • View and Respond to a Correspondence Item

Site Diary

  • Add Site Diary Entries (Mobile)

Documents

  • Upload and View Documents

Drawings

  • View Drawings (Mobile)
  • Mark Up Drawings (Mobile)

Forms

  • Fill Out a Form (Mobile)

Incidents

  • Create an Incident (Mobile)

Inspections

  • Perform an Inspection (Mobile)

Meetings

  • View Meetings (Mobile)

Models

  • View a Model (Mobile)

Observations

  • Create an Observation (Mobile)
  • Respond to an Observation (Mobile)

RFIs

  • Create an RFI (Mobile)

Programme

  • View the Programme (Mobile)

Specifications

  • View Specifications (Mobile)

Submittals

  • View a Submittal (Mobile)

Tasks

  • Create a Task (Mobile)

Timesheets

  • Create a Timesheet (Mobile)

Daywork Sheets

  • Create a Daywork Sheet

Admin

Admin

  • Edit and Manage Configurable Fieldsets
  • Create New Configurable Fieldsets
  • Create Observation Templates
  • Create Snag Item Templates
  • Create Meeting Templates
  • Manage Project Settings
  • Manage Company Settings
  • Add Project Dates
  • Add Project Roles
  • Add Trades
  • Defaults
  • Import Cost Codes into the Admin Tool
  • Import Locations to the Project Admin Tool

Directory

  • Add a User to the Company Directory
  • Add a Company to the Company Directory
  • Create a Distribution Group
  • Import Users into the Directory Tool
  • Import Companies into the Directory Tool

Inspections

  • Create Multiple Response Sets

Snag List

  • Import Snag Items into the Project Snag List Tool

Reports

  • Create Custom Reports

Submittals

  • Import Submittals to the Project Submittals Tool