Getting Started

Pre-Construction

Documentation Management ​

1. Upload and Manage Project Schedule
2. Manage Documents | Training Video
3. Upload Drawings  | Training Video
4. Add and Publish Drawing Markups

Financial Management 

1. Create Budget | Training Video
2. Manage Budget
3. Manage Commitments (Purchase Orders and Subcontracts)
4. Create an Invoice on Behalf of an Invoice Contact
5. Create Commitment Change Orders

Interactions with Design Team

1. Assign RFIs
2. Create and Assign Submittals
3. Distribute Meeting Minutes

Interactions with Contractors

1. Create Purchase Orders (Commitments)
2. Create Contracts (Commitments)
3. Add Payments Issued
4. Create Deficiency List | Training Video

Monitor Project Activity

1. View Project Dashboard
2. View Daily Log
3. Manage Inspections
4. Manage Photos | Training Video
5. Manage Reports
6. Create Custom Reports

Project Close-out

1. Close Deficiency Items
2. Extract Project Data Using Procore Extracts.
3. Change the project's status to Inactive. See Change the Status of a Project to Active or Inactive.