Admin Certification

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.

Budget Code
In Procore, a budget code is applied to line items in Procore's financial management tools to give you the ability to
categorize line items. It identifies costs for budgetary reporting and consists of a cost code, cost type, and sub job
combination (if the sub jobs are enabled on the project). It can also include a division to align with the CSI
MasterFormat. For example, 01 General Requirements, 02 Site Construction,

Canned Reports
A canned report is preformatted reports that are view- and export-ready.

Change Events
On a construction project, a change event is any change that affects the scope of work on a construction project.
Examples include project changes that affect the scope of the work to be completed, project schedule, costs, and
more. A change event is typically recorded in writing and precedes the creation of a change order, which allows your
team members and stakeholders to prepare for a cost change, before it becomes an actual cost.

Classification
A classification is a way for your company to categorize your employees. To provide your company with flexibility, you
can create a customized classification list that suits your businesses specific needs in the Company level Admin tool.
After creating a classification, you can assign them to your employee's user accounts in Procore's Directory tools. You
can also view those classifications with your employee and worker time entries in the Timecard tool, Timesheets tool,
and Timecards section of the Daily Log tool.

Company Level Timesheets

Procore's Company level Timesheets tool gives you the ability to track, modify, and approve current-week time entry
data for employees who have been added as contacts in Procore's Company level Directory tool and for 'workers' who
have been added in the Project level Crews tool.

Configurable Fieldsets
A configurable fieldset is a group of fields in certain Procore tools that can be set to optional, required, or hidden,
depending on the needs of your company. This allows for better control over data entry when users create and edit
items in Procore projects.

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Admin Certification Glossary of Terms

Cost Code
A cost code is a code that defines the specific type of work being completed on a construction project.

Cost Type
A cost type is a set of uniquely identified costs represented by an abbreviation and label. In Procore, several cost types
are are defined for use by default: L=Labor, E=Equipment, M=Materials, C=Commitment, OC=Owner Cost,
SVC=Professional Services, and O=Other.

Custom Field
Custom fields can be created for certain tools in Procore to allow for additional information to be filled out when
creating or editing items.

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.

Expense Allocations
Procore has designed a new Expense Allocations feature in the Company level Admin tool to provide Contractors a
statement of cost allocation for the project level. This provides Contractors with the ability to bill Procore costs to the
client. As a Contractor, the costs for your Procore technology investment may be reimbursable. This feature creates
the necessary statement of allocation to ensure that you have the proper PDF documentation to recover the cost of
your Procore investment.

Extracts
Procore Extracts is a desktop application for Windows computers that allows 'Admin' users to download (i.e. extract)
information from Procore projects.

Global Permissions Template

In Procore, a global permission template can be assigned to any user on any project in your company's Procore
account.

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Admin Certification Glossary of Terms

Granular Permissions
In the Procore web application, the term granular permissions refers to the ability to assign granular task privileges to
new or existing permission templates.

Incidents
In Procore's Incidents tool keep track of potential, safety related issues or document unfortunate accidents. Manage
risk, identify trends, and harness valuable data to better understand how to prevent unfortunate incidents in the future.

Inspections
In Procore's Inspections tool create comprehensive checklists to capture all of the requirements associated with the
different type of inspections that occur during the lifecycle of construction project. Create a unique template for each
inspection or choose to modify, add to, or edit a company template on a project-by-project basis.

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.

Locations & Tiered Locations

In Procore, locations and tiered locations give users the ability to link different Procore objects (e.g., Drawings,
Documents, RFIs, Submittals, and more) to specific locations on a job site. This helps project team members to
pinpoint the exact location(s) on a job site where a defect was observed, where equipment is to be installed, or where a
project change order occurred.

Multiple Response Sets

The option to create multiple response sets provides you and your team with flexibility and customizable options that
fit your company's needs. These multiple response sets are created at the Company level and then assigned to
existing items within a Company level inspections template.

Observations
Project managers can use the Observations tool to assign tasks to other project team members. These observations
can encompass scopes of work including quality, safety, commissioning, warranty, and work to complete. Unlike the
Punch List tool, Observations is designed to be used at any phase in the project lifecycle.

Optical Character Recognition

Optical Character Recognition is technology to help expedite the upload and review process. When you upload new
drawings to a project, Procore can automatically pre-populate the title, number, and discipline.

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Admin Certification Glossary of Terms

OCR
Short for Optical Character Recognition

Planroom
Procore's Company level Planroom tool gives users the ability to view and submit bid packages. To use this tool, you
must be invited to bid on a project.

Procore Administrator
This is a term used to refer to contact who is a Company Admin at the Procore Customer. This means the user(s) with
'Admin' level permissions on the Company Admin tool.
https://support.procore.com/procore-learning-paths/general-contractor/procore-administrator

Procore Imports
Procore Imports is a free, desktop software program that you can download and install on a computer running
Windows 7 or higher. It's designed to give individuals a convenient method for importing large sets of data to Procore.

Project Level Timesheets

Procore's Project level Timesheets tool gives you the ability to enter current-week timecard data for employees who
have been added as contacts in the Company level Directory tool and workers who have been added in the Crews tool.

Project Roles & Custom Project Roles

In Procore, the project and custom project roles feature in the Company level Admin tool gives your company the
ability to create a customized list of project roles that reflect your organization's unique semantics for role-labeling. For
example, some companies might want one 'Project Manager' role, while other organizations might prefer having more
specific titles, such as 'Senior Project Manager' and 'Assistant Project Manager'.

Project Specific Permission Template

In Procore, a project specific permission template can only be assigned to a user who has been added to the
corresponding project's Directory tool.

Project Template
A Project Template is a project that company level Admins can configure with a default set of configurations and
settings. If a user creates a project and selects a Project Template on the project creation page, then the
configurations and settings in the Project Template will be copied over to the newly created project. To use Project
Templates, see Configure a Project Template.

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Admin Certification Glossary of Terms

Punch List
A list made near the completion of the construction work indicating items of work that remain unfinished, do not meet
quality or quantity requirements as specified or are yet to be performed by the contractor prior to completing the terms
of the contract.

Role-Based Permissions
Role-Based Permissions (RBP) define what actions users can perform and what information they can view in each
Procore tool. In Procore, RBP is comprised of these concepts: (1) Roles and (2) Permission Templates. Roles are a set
of access permissions which can be granted to a group of users by creating a permission template for a specific role or
team

RBP
Short for Role-Based Permissions.

Root Cause Analysis

In the Company level Admin tool, you can add custom values for the fields Hazard, Contributing Condition, and
Contributing Behavior. Team members can then view and select these customizable fields when creating an
Observation or Incident. This feature allows users to configure values that are consistent with their internal policies
and procedures or to be compliant with applicable regulatory requirements.

Sub Job
In Procore, a sub job allows you to compartmentalize job costs within a project. Once they are added to Procore you
can monitor your project budgets and costs against them to help you better determine if you are making money on
your project. For example, if your project is a multi-story commercial building.

Timecards
Procore's Timecard tool gives you the ability to enter current-week timecard data for employees who have been added
as contacts in Procore's Company level Directory tool. A user with 'Admin' level permissions can configure the end
day-of-week for timecard entry fields,

Unit of Measure
In Procore, a unit of measure can be created to express these quantities for use with Procore's Financial Management
tools: time, amount, length, area, volume, or mass. For example, hours, each, square foot.

UoM
Short for Unit of Measure.