Set Up a Project in Procore
Background
You are a Project Manager or Project Engineer and have been invited to run a project in Procore. Soon, you'll oversee all aspects of the project and would like to know how to get started.
Steps
Although every company uses Procore differently, we have compiled the following steps for basic project setup and Procore training.
1. Initial Training
- Role-Based Certifications: Procore offers multiple, role-based certification courses that provide in-depth overviews of Procore's construction management software. See Procore Certification to learn more.
The current course selection includes certifications tailored to the following construction roles:
- Project Managers
- Superintendents
- Subcontractors
- Architects
- Engineers
2. Project Setup
- Project
- Follow this step-by-step tutorial to Add a New Project. Your project in Procore will be the hub for all of your documents, communication and collaboration.
- Directory
- Documents
- Review the functionality of the Documents tool. This is where you can store project-specific documents that need to be accessed in the field.
- Go Mobile
3. Resources
- Support Site
- Learn how to Navigate Procore's Support Site. The Support Site is filled with comprehensive and easy-to-navigate tutorials, answers to frequently asked questions, training videos, and more.
- See Contact Support for information about how to contact Procore's Customer Support Team.
- Participate in Webinars