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- https://en-ca.support.procore.com/faq/what-does-each-column-in-the-submittals-log-representThe 'Submittals Log' is the table that is visible in each of the project's Submittals tool's views. An example of the submittals log as it appears in the Items view is shown below. By default, each vi...The 'Submittals Log' is the table that is visible in each of the project's Submittals tool's views. An example of the submittals log as it appears in the Items view is shown below. By default, each view of the log displays the following columns of information: See Also Create a Submittal Switch Between Submittals Views If you would like to learn more about Procore's submittals management software and how it can help your business, please visit our construction submittals software product page .
- https://en-ca.support.procore.com/faq/how-do-i-set-up-permissions-for-a-correspondence-typeAnswer You can use permission templates in the company level Permissions tool to configure default project permissions for each of the communications types you create. Demo Video See Also Grant Granul...Answer You can use permission templates in the company level Permissions tool to configure default project permissions for each of the communications types you create. Demo Video See Also Grant Granular Permissions in a Project Permissions Template Manage Project Permissions Templates
- https://en-ca.support.procore.com/faq/why-cant-i-delete-items-in-procoreAnswer Deleting an item in Procore would be permanent, making it appear as if the item had never existed. While most items cannot be deleted in Procore, they can either be moved to a tool's Recycle Bi...Answer Deleting an item in Procore would be permanent, making it appear as if the item had never existed. While most items cannot be deleted in Procore, they can either be moved to a tool's Recycle Bin or changed to a status of Closed, Obsolete, Void, or Inactive. This ensures the historical record for your project remains accurate and intact for security and legal reasons. See Also What is Procore's Recycle Bin?
- https://en-ca.support.procore.com/faq/how-do-i-add-tools-to-my-favorites-list-in-procoreIn Procore, you can create two (2) separate lists of favourite tools in Procore. As shown below, you can create one (1) list for your favourite Company level tools and one (1) list for your favourite ...In Procore, you can create two (2) separate lists of favourite tools in Procore. As shown below, you can create one (1) list for your favourite Company level tools and one (1) list for your favourite Project level tools. Note: You can also create an 'across-project' list which you can apply to all of the Procore projects in your company account to which your user account has been granted access permission. Add Favourites to the Company Tools Menu Add Favourites to the Project Tools Menu
- https://en-ca.support.procore.com/faq/what-granular-permissions-are-available-for-the-projects-client-contracts-toolThe Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. The table be...The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. The table below shows the granular permissions that are available for the project's Client Contracts tool. Grants users the privilege to edit a client contract in the project's Client Contracts tool. Grants users the privilege to delete a client contract in the project's Client Contracts tool.
- https://en-ca.support.procore.com/faq/does-the-hh2-synchronization-process-for-sage-300-cre-require-a-terminal-serverHowever, during the implementation process, an IT resource (i.e., your company's Sage 300 CRE® Administrator) will work with your Procore point of contact to install and configure the hh 2 synchroniza...However, during the implementation process, an IT resource (i.e., your company's Sage 300 CRE® Administrator) will work with your Procore point of contact to install and configure the hh 2 synchronization client on the Sage 300 CRE® server (see Sage 300 CRE®: Setup Guide).
- https://en-ca.support.procore.com/faq/can-i-export-a-lookahead-scheduleEarly Access The following document describes functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information. Answer Yes. Procore has a...Early Access The following document describes functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information. Answer Yes. Procore has added export functionality to Lookaheads created in the project's Schedule tool, see Export a Project Schedule. See Also Export a Project Schedule View a Project Schedule Create a Lookahead Schedule
- https://en-ca.support.procore.com/faq/how-are-task-codes-configured-for-time-entryTask codes consolidate Sub Job and Cost Code into a single field to simplify time entry in Timesheets and My Time. Data entered for task codes is automatically attributed to the correct Cost Code and ...Task codes consolidate Sub Job and Cost Code into a single field to simplify time entry in Timesheets and My Time. Data entered for task codes is automatically attributed to the correct Cost Code and Sub Job in your budget. When enabled, task codes reflect your current settings for Timesheets and My Time fieldsets in the Company level Admin tool. Task codes can be required, optional, or hidden based on your Cost Code and Sub Job settings in the fieldsets applied to your projects:
- https://en-ca.support.procore.com/faq/what-are-touch-commandsSwiping: Swipe left and/or right when viewing an item on a list to view the previous or next item in the list. A right swipe will bring you to the previous item, while a left swipe will take you the n...Swiping: Swipe left and/or right when viewing an item on a list to view the previous or next item in the list. A right swipe will bring you to the previous item, while a left swipe will take you the next item in the list. Pinch Gesture: Pinch your thumb and finger over a zoom-enabled item to zoom in and out of the item. Checkmark: Drawing a checkmark with your finger over a deficiency list item will close out the item.
- https://en-ca.support.procore.com/faq/why-can-i-view-the-commitments-tool-but-cannot-see-any-commitmentsWhen you click into a project, you may have the ability to view the Commitments tab in the project's navigation bar. However, once you click the tab, it appears empty and you may see the following mes...When you click into a project, you may have the ability to view the Commitments tab in the project's navigation bar. However, once you click the tab, it appears empty and you may see the following message, "There are no commitments in this project," even though you know that commitments exist in the project. You are able to see the Commitments tool because your permission settings for the Commitments tool is set to 'Read-only' or above.
- https://en-ca.support.procore.com/faq/why-is-my-bid-package-missing-from-the-planroomThere are several possible reasons why your tenderers can't access the tender package they've been invited to place a tender on: The bid package is closed: This can be done by editing a bid package on...There are several possible reasons why your tenderers can't access the tender package they've been invited to place a tender on: The bid package is closed: This can be done by editing a bid package on the project. The tenderers were not invited: A quick check is to look at your Tender List and ensure that there are recipients for each company invited to tender. Note: Procore will automatically give users access to the company Planroom tool when they are invited to place a tender on a project.