PROCORE TRAINING

25/08/2023
 E-mails
Explanation:

Control your communications and manage all project-related emails using one centralised email client. Monitor your
project emails regardless of the device or software you use to manage your email.

Sub Task:

Set Up Your Outbound Email Signature in the Emails Tool, Create an Email
Apply a Tag to an Email,Configure Advanced Settings: Emails
Send An Inbound Email to the Project's Emails Tool
Apply a Tag to an Email,Archive an Email
Configure Advanced Settings: Emails
Create a Change Event from an Email
Create a Tag to Filter Emails
 RFIs
Explanation:

RFIs or Requests for Information, can help a project run smoothly and on schedule, but they can also cause delays,
which might mean cost overruns and lost profit. Procore's RFIs tool allows you to have timely RFI management,
which is the key to good programme management and overall project success.
Sub Task:

Create an RFI,Respond to an RFI

Shift the Ball In Court on an RFI,Configure Advanced Settings: RFIs
Add Assignees to an RFI as an Assignee on an RFI,Add a Related Item to an RFI
Choose an "Official Response" for an RFI,Close an RFI
Configure Advanced Settings: RFIs,Create a Change Event from an RFI
Create a Correspondence Item from an RFI,Create a Potential Variation from an RFI
Create an Instruction from an RFI
 Submittal
Explanation:

Procore's built-in submittal builder scans every page of your spec book and automatically generates a submittal
register within seconds. Then, you can organise your submittal log by division, add shop drawings and mark up and
stamp submittals directly in Procore. Attachments can be added to a submittal directly from your computer or directly
from Procore's construction Document Management Tool.
Looking for general guidance from Procore on how to use the project's Submittals tool effectively? See Best

Sub Task:

Create a Submittal
Manage Submittal Workflow Templates
Respond to a Submittal as an Approver
 Instructions
Explanation:

The Instructions tool is a country-specific tool that has been developed specifically for Procore customers in
Australia, New Zealand and Canada. This tool provides team members on a construction project with the ability to
capture and record all types of instructions (i.e., architect instructions, client instructions and site instructions for
contractors).

Sub Task:

Create and Issue an Instruction, Configure Advanced Settings: Instructions

Create a Change Event from an Instruction,Edit and Reissue an Instruction
Create an Instruction from an RFI,
Add a Related Item to an Instruction,Add the Instructions Tool to a Project
Configure Advanced Settings: Instructions,Create a Change Event from an Instruction
Create an Instruction from an RFI,Create and Issue an Instruction
Delete an Instruction,Edit and Reissue an Instruction
 Transmittal
Explanation:

The Transmittals tool in a Procore project gives team members the ability to keep documented records of any project-
related correspondence.

Sub Task:

Add Items to a Transmittal,Add Items to a Transmittal

Add a Related Item to a Transmittal,Configure Advanced Settings: Transmittals
Create a Transmittal,Customise the Column Display in the Transmittals Tool
Delete a Transmittal,Edit a Transmittal
Export a Transmittal Letter to PDF
Export the Transmittals Log to CSV
Export the Transmittals Log to PDF
 Inspections
Explanation:

Create comprehensive checklists to capture all of the requirements associated with the different type of inspections
that occur during the lifecycle of a 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. Templates can be managed in the 
Inspections (Company Level) tool.
Sub Task:

reate a Project Level Inspection,Add Company Level Inspection Templates to Your Project
Perform an Inspection,Configure Advanced Settings: Project Level Inspections
Create an Inspection Schedule, Company Level: Inspections About Inspection Template Syncing
Add Attachments to an Inspection Item,Add Comments to an Inspection Item
Add Company Level Inspection Templates to Your Project,Add Signers to an Inspection
Add a Photo to an Inspection so that it Populates in the Photos Tool,Add a Related Item to an Inspection
Close an Inspection
 Incidents
Explanation:

Digitally capture and manage incidents easily and accurately. Be proactive on the jobsite and 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.

Sub Task:

Create an Incident, Add a Near Miss Record to an Incident

Add an Injury/Illness Record to an Incident, Configure Advanced Settings: Incidents
Add an Action to an Incident,Add a Near Miss Record to an Incident
Add a Property Damage Record to an Incident,Add a Related Item to an Incident
Add a Witness Statement to an Incident,Add an Action to an Incident
Add an Environmental Record to an Incident,Add an Injury/Illness Record to an Incident
Close an Incident
 Observations
Explanation:

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 Snag
List tool, Observations is designed to be used at any phase in the project lifecycle..
Sub Task:

Create an Observation, Create an Observation from an Inspection

Respond to an Observation
Add Project Level Observation Types
Add a Comment to an Observation
Add a Photo to an Observation so that it Populates in the Photos Tool
 Snag List
Explanation:

With Procore's Snag List tool, keep a clear list of snag items, assign responsibility, select a due date and track current
statuses directly from the field and even offline.
Sub Task:

Create a Snag List Item,Retrieve Deleted Snag List Items from the Recycle Bin
Configure Advanced Settings: Snag List,View the Snag List Dashboard
Create a Project Level Snag Item Template
Add Comments to Snag List Items
Add a Photo to a Snag List item so that it Populates in the Photos Tool
 Meetings
Explanation:

Manage all aspects of your project meetings from agenda distribution to post-meeting approval of minutes. Use
customisable meeting templates and categories to streamline the entire process.
Sub Task:

Record the Meeting Attendance, View a Meeting

Create a Meeting,View Previous Minutes
Delete a Meeting Item, Add Meeting Minutes
Add a Comment to a Meeting Item,Add a Meeting Category
Add a Meeting Item,Add a Meeting To Your Personal Calendar
Add a Related Item to a Meeting
 Site Diary
Explanation:

Procore's Site Diary tool is much more than just field notes—it offers a more powerful construction software solution
for project managers who need to keep track of every detail including, but not limited to, labour, communication,
equipment, materials and job site events each and every day.
Sub Task:

Site Diary Overview, Complete a Site Diary

Export a Site Diary as PDF
Create Site Diary
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
 Photos
Explanation:

Easily capture, store and share your project photos in a secure online archive. Use your smartphone or tablet to
quickly take a progress photo, add markups and instantly share it with other team members.
Sub Task:

Configure Advanced Settings: Photos,Upload Photos

Create a Photo Album,Move Photos
Delete Photos,Add a Comment to a Photo
Add a Description to a Photo,Bulk Edit Photos
Configure Advanced Settings: Photos,Create a Photo Album
Delete Photos,Delete a Photo Album,Delete a Photo from the Recycle Bin
Download Photos,Email Photos (Inbound)
 Drawings
Explanation:

With Procore's Drawings tool, revisions won't need markers, scissors, sticky notes or tape. View, manage and archive all project
drawings and revisions in Procore to ensure that team members always have access to the most current drawing set.
Sub Task:

Upload Drawings,Review and Confirm Drawings

Publish Drawings,Configure Advanced Settings: Drawings
Upload Drawing Revisions,Add Measurements to a Drawing
Add Observations to a Drawing,Add Photos to a Drawing
Add Snag List Items to a Drawing
Add a Drawing Area
Add a Link to a Drawing
 Specifications
Explanation:

Manage and archive all specs and revisions to ensure that the project team members always work off of the specs with
real-time access. Access the current set of specifications from your mobile device in the field or back office
computer. 

Sub Task:

upload Specifications,Generate Submittals from Specifications (Submittal Builder)

Edit Spec Sections and Divisions,View Specifications
Review and Publish Specifications,Add a Related Item to a Specification
Configure Advanced Settings: Specifications,Create a Specification Set
Delete Pending Specification Uploads,Delete Spec Section Revisions
Download Specifications,Edit Spec Sections and Divisions,Email Specifications
Enable the Specifications Tool,Export Specifications as a PDF or CSV
 Forms
Explanation:

With Procore's Forms tool, capture the valuable data needed to keep you safe and help you build to quality standards.
You can upload, access and fill out fillable PDFs that you and your project collaborators can immediately access
directly from a mobile device.

Sub Task:

Fill Out a Form, Configure Advanced Settings: Forms

Edit a Project Level Form,View a Form
Delete a Project Level Form, Configure Advanced Settings: Forms
Delete a Project Level Form,Download a Project Level Form
Edit a Project Level Form,Email a Form
Enable the Forms Tool,Export the Forms List to a CSV or PDF
Fill Out a Form
 Action Plan
Explanation:

The Action Plans tool helps ensure that your unique company and project-specific requirements
are clearly defined, centralised and organised. Action plans allow users to create plans outlining
critical milestones that represent the standards of quality for their defined scopes of work. Action
plans can also help users maintain a high degree of accountability by preserving records of work
completed and documenting the approval from responsible parties for that completed work. 
Sub Task:

Create an Action Plan,  Add Assignees to Published Plans

Perform an Action Plan, Add Records to Action Plan Items
Approve an Action Plan to be Performed
 Procore Documents
Explanation:

Procore's powerful Documents tool provides robust and sophisticated document management and archiving for all of
your mission-critical project documentation, such as drawings, specifications, tender packages, emails, safety
checklists, warranty information. With Procore's automatic revision control, project team members will always open
the latest version of any document.  
Sub Task:

Create a Standard Project Folder Structure for the Documents Tool,

Upload Files or Folders to the Project Level Documents Tool,
Manage Permissions for Files and Folders in the Project Level Documents Tool
Open or Edit a File in Microsoft Office 365 Using the Project Level Documents Tool
Email Files and Folders from the Project Level Documents Tool
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
 Procore Analytics
REVIEW YOUR COMPANY'S PROCORE DATA IN 100+ REPORTS WITH PROCORE ANALYTICS

Procore Analytics reports integrate your company's Procore data using Power BI, providing you with deep insights on
various statistics and trends within and across your Procore projects. With over 100 dashboards and reports and the
ability to create custom reports, Procore Analytics can transform your data into a meaningful and actionable format that
will help turn your company into a data-driven organization. Procore Analytics includes Procore Data Extract, which
integrates your Procore data into a ready-to-use Microsoft Azure SQL database.
FEATURES
•View detailed reports in Power BI Desktop, the Power BI service, or within the Procore web application using the 
Procore Analytics Embedded app.
•Create custom reports to collect and highlight the data from your company's Procore account that matters most to key
stakeholders at your
 Correspondance
Explanation:

The Correspondence tool enables you to send custom correspondences to collaborators, such as subcontractors,
contractors and clients. The tool provides configurable templates for formal and informal correspondence types that
can be sent from one party to another. An example of such a correspondence type is Extension of Time.
Sub Task:

Create a Correspondence Item,Edit a Correspondence Item

Respond to a Correspondence Item,Configure Advanced Settings: Correspondence
Change the Status of a Correspondence Item,
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 a New Correspondence Item from a Correspondence Response
Create and Link an RFI, Change Event or a Different Correspondence Item to an Existing Correspondence Item