Professional Documents
Culture Documents
Glossary of Terms
These terms and acronyms are commonly used throughout the course, so use this as a reference if you hear or
see a financial term you aren’t familiar with.
Canned Reports
A canned report is preformatted reports that are view- and export-ready.
Custom Reports
The Reports tool gives users the ability to create, generate, and export customized reports. When designing a report,
its author can include data captured by specific Procore tools, specify the desired column layout, and also define how
to group and filter report data.
Distribution Group
A distribution group is a list of email recipients that must be created in the Company or Project Directory tool. It is
similar in function to a Contacts Group in an email program and is not associated with any security settings.
Drawing Sets
In Procore, a drawing set is any like group of drawings that were issued on the project, whether it was entire set of
plans, or a single drawing revision. A drawing set can be anything from the bid set, to an addendum, to the issued for
construction (IFC) set, or even a bulletin.
Drawing Discipline
During the upload process the drawing discipline field is automatically pre-filled with the correct drawing discipline.
(e.g., Architectural, Civil, Electrical, etc.) By default, there are several abbreviations that are mapped to the most
common industry standard disciplines. However, you can customize the default abbreviation mappings or add custom
ones, as needed, on a per project basis if your drawing discipline does not match Procore's standard.
1
Architect/Engineer Certification Glossary of Terms
Drawings by Area
When uploading drawings for a project with multiple buildings, you might find that many drawings are labeled with the
same title (e.g. A1). To prevent confusion, you can create different drawing areas, where each building would have its
own separate drawing area within the project's Drawings tool.
Levels of Architecture
In Procore there is a company and project level of architecture. The company level is to manage overall settings and
provide an overview of your projects, while managing project specifics at the project level.
OCR
Short for Optical Character Recognition.
2
Architect/Engineer Certification Glossary of Terms
RFI Manager
In Procore, an RFI Manager is the person responsible for overseeing an RFI throughout its lifecycle. This person is the
gatekeeper between the RFI's Creator and the Design Team and is responsible for reviewing all Draft RFIs and either (1)
providing a response to the RFIs and closing them out, or (2) opening the draft RFIs, assigning them a number, and
then assigning them to the appropriate member of the design team, who then provides a response to the RFI's
question.
Submittal Builder
The Submittal Builder allows you to automatically create the submittal registry from the spec book.
Submittal Manager
In Procore, a submittal manager is the person responsible for overseeing a submittal throughout its lifecycle. If you
create a submittal and have 'Standard' or 'Admin' level permission to the Submittals tool, your name appears as the
'Submittal Manager' by default. However, users with 'Admin' level permission to the Submittals tool have the ability to
assign the submittal manager role to any Procore user who has been granted 'Standard' or 'Admin' level permission to
the Submittals tool (Note: Users with 'Standard' permission do not have permission to change the submittal manager).
The 'Submittal Manager' field lets you change ownership of a submittal, when the person who created a submittal (or
that submittal's current manager) is no longer a member of the project team.