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  • Why is the Financial Health section of the Health Dashboard not configured?
    https://en-ca.support.procore.com/faq/why-is-my-financial-health-section-of-the-health-dashboard-not-configured
    Explains that a budget view must be configured before the Financial Health section will be configured in the Health Dashboard
  • Change Your Account Language in 'My Profile Settings'
    https://en-ca.support.procore.com/products/online/user-guide/project-level/home/tutorials/change-your-account-language-in-my-profile-settings
    To automatically apply the same settings as your company's Procore account, both the Project level setting (see Update General Project Information: Advanced) and the User level setting must be set to ...To automatically apply the same settings as your company's Procore account, both the Project level setting (see Update General Project Information: Advanced) and the User level setting must be set to None Selected option. If you choose the None Selected option and the project's setting does NOT match the Company level setting, Procore automatically applies the Company level setting on the Company level tools.
  • Track Important Project Dates
    https://en-ca.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/track-important-project-dates
    How to create a custom report that provides a more optimized, real-time view of critical project dates.
  • How do I add tools to my Favourites list in Procore?
    https://en-ca.support.procore.com/faq/how-do-i-add-tools-to-my-favorites-list-in-procore
    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 ...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
  • Show Portfolio Projects in Map View
    https://en-ca.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/show-portfolio-projects-in-map-view
    How to view all of your projects on Google maps from the Company level Portfolio tab.
  • Search the Company Portfolio for Projects
    https://en-ca.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/search-the-company-portfolio-for-projects
    How to search for projects in the different views in the company's Portfolio tool.
  • Export a List of Projects from the Company Portfolio
    https://en-ca.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/export-a-list-of-projects-from-the-company-portfolio
    How to export a list of projects from the company's Portfolio tool.
  • How do I know if my DocuSign account is synced with Procore?
    https://en-ca.support.procore.com/faq/how-do-i-know-if-my-docusign-account-is-synced-to-procores
    How to determine if your DocuSign account is synced to Procore.
  • What is the 'Code' field on the project creation page?
    https://en-ca.support.procore.com/faq/what-is-the-code-field-on-the-project-creation-page
    The Code field for a project is intended to be an abbreviation of a project name.
  • What's the difference between a job, a parent job and a sub job?
    https://en-ca.support.procore.com/faq/what's-the-difference-between-a-job-a-parent-job-and-a-sub-job
    Defines the terms job, parent job and sub job in Procore.
  • Can I change the language of my Company, Project or User in Procore?
    https://en-ca.support.procore.com/faq/can-i-change-the-language-of-my-company-project-or-user-in-procore
    In Procore, different language and point-of-view dictionary settings can be applied to the Procore web application at the Company, Project, and User level. Users can also change the language settings ...In Procore, different language and point-of-view dictionary settings can be applied to the Procore web application at the Company, Project, and User level. Users can also change the language settings on their Android and iOS devices, which will change the language of the Procore mobile application for supported languages. However, this language change is specific to your mobile device and will not affect the language associated with your company or project in Procore's web application.