Site Map
Below is an exhaustive sitemap of Procore's Support Center.
- Procore Certification
- Procore Certification - Courses
- Procore Certification - FAQ
- Procore Certification - Release Notes
- Procore Certification - Tutorials
- Add Your Procore Certified Certificate to Your LinkedIn Profile
- Change Your Email Address in Procore Certification
- Change your Name in Procore Certification
- Download Certification Video Scripts
- Download Your Procore Certified Certificate
- Join the Procore Certified User Group on LinkedIn
- Log in to Procore Certification
- Continuing Education
- Customer Success
- FAQ
- What are App Management Metrics and how do I access them?
- Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
- Are commitments private by default?
- Are granular permissions available in Portfolio Financials and Capital Planning?
- Are pending commitments automatically synced with integrated ERP systems?
- Are there any system limitations when projects have multiple prime contracts?
- At what tier can an upstream collaborator approve a change order?
- Can a person be associated with multiple vendor/company records in the Company Level Directory Tool?
- Can a private correspondence be made public?
- Can tenderers submit their tender via email or must they sign in?
- Can I access Forms offline?
- Can I add personal avatars or profile photos for other users?
- Can I apply custom segments to my existing, non-WBS projects?
- Can I apply permissions templates to multiple users at one time?
- Can I attach a photo to a deficiency list item from my mobile device?
- Can I change a person's email address in the Directory?
- Can I change the language of my Company, Project or User in Procore?
- Can I change the language that Procore scans my drawings for?
- Can I change the name of a meeting?
- Can I change the selected vendor type after a company has been synced?
- Can I copy estimates from the Estimating tool to a new project?
- Can I copy files in the Documents tool to another project?
- Can I copy one project's Documents folders to a new project?
- Can I create a change order for a contract or funding before a downstream collaborator responds to an RFQ for a change event?
- Can I create a list of overdue Prime Contract Change Orders (PCCOs)?
- Can I create an RFI with a duplicate number?
- Can I customize the project type options in Portfolio Financials and Capital Planning?
- Can I delete a Sage 300 CRE cost code, cost type or vendor from Procore?
- Can I disable the Change Events tool?
- Can I edit my change order or invoice in Portfolio Financials?
- Can I edit or delete a commitment after its been synced with an integrated ERP system?
- Can I enable the Change Events tool on my existing project?
- Can I enforce required fields in a form?
- Can I export a communications if it is set to private?
- Can I export a Lookahead schedule?
- Can I export data from the Conversations tool?
- Can I export Procore budget modifications to an integrated ERP system?
- Can I fill out a form on my mobile device?
- Can I fill out forms on the web version of Procore?
- Can I import a CSV into a Project Financials tool's schedule of values if it has blank values?
- Can I import clashes and clash groups into the Coordination Issues tool?
- Can I include deducts in my tender submission in the Tender Room?
- Can I include required fields in a fillable PDF form?
- Can I include signature fields in my fillable PDFs?
- Can I integrate my LMS with Procore Certification?
- Can I limit the number of cost codes available to choose from when creating timesheet entries?
- Can I log into the Procore Web application directly if my company has implemented SSO?
- Can I make all my emails private?
- Can I make files and folders in the Documents tool private by default?
- Can I mark all photos 'Private' in the project's Photos tool?
- Can I prevent emails from being sent on the weekend?
- Can I print or export a copy of my tender in the Tender Room?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Can I rearrange the order of daily log sections?
- Can I receive a daily activity summary for Portfolio Financials and Capital Planning?
- Can I receive weather delay alerts by phone or email?
- Can I remove a line item from a tender?
- Can I report on content in the Forms tool?
- Can I rotate a drawing in Procore?
- Can I search the contents of a fillable PDF?
- Can I send a tender update email to every vendor/subcontractor?
- Can I send communications after the tender due date?
- Can I set up multiple Favourites lists for my project tools to apply to different projects?
- Can I Unlink PCCOs Synced with an ERP System?
- Can I update the Percent Complete field on the Procore web application?
- Can I upload drawings with the same revision?
- Can I upload fillable PDFs that are password protected?
- Can I use Procore's mobile application in offline mode?
- Can I use the Procore Extracts application on a Mac?
- Can I watch Procore Certification and Continuing Education courses from my mobile device?
- Can multiple users work on estimates and takeoffs at the same time in the Estimating tool?
- Can the drawing markup tool be disabled?
- Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?
- Common Questions about Apps and the Procore App Marketplace
- Do I need a DocuSign© account?
- Do I need to create a dedicated user account in Sage 300 CRE for the hh2 synchronization client?
- Do I need to create Procore user accounts if our company implements SSO?
- Do I need to use cost codes on a tender form?
- Do meetings integrate with Microsoft Outlook Calendar?
- Do milestones in Portfolio Financials sync with my external project schedule?
- Do Procore's SSO integrations support single or multiple domains?
- Do we have to create and send all our project emails with the Emails tool?
- Does a user need to log in to Procore to respond to an RFI?
- Does an invoice contact need an 'Invite to Bill' to submit an invoice?
- Does the DocuSign® integration have any file size limits on attachments or envelopes?
- Does the hh2 synchronization process for Sage 100 Contractor require a Terminal Server?
- Does the hh2 synchronization process for Sage 300 CRE require a Terminal Server?
- Does the master schedule update when I make a change to a Lookahead schedule?
- For which items in Procore should I make templates?
- How are Action Plans Item Statuses Updated
- How are businesses approved to be listed on the Procore Construction Network?
- How are commitments, contracts, fundings, and changes numbered in Procore?
- How are duplicate companies handled between the Directory tool and Procore Construction Network?
- How are financial line items and budget codes updated across change objects?
- How are PDFs uploaded to the Submittals tool affected by file restrictions?
- How are submittals numbered in Procore?
- How are templates created in Portfolio Financials?
- How are the date columns in submittal custom reports calculated?
- (Beta) How are version numbers updated in the Company level Workflows tool?
- How can tenderers get locked out of a sealed Tender Room in Portfolio Financials?
- How can I add cost codes to a project synced with Yardi Voyager®
- How can I add custom tender form templates for the Tender Room in Portfolio Financials?
- How can I add custom Cost Tracker templates in Portfolio Financials?
- How can I add the '[Procore] Project Shutdown' inspection template to my Procore account?
- How can I budget individual values within a cost item in Portfolio Financials?
- How can I check who has permissions to see a specific communications?
- How can I check who has permissions to see a type of communications?
- How can I configure SSO in a sandbox environment for testing before implementing SSO in my Procore company account?
- How can I determine the order in which change orders were approved?
- How can I email a submittal so people can reply through email?
- How can I grant a 'Limited' user access to a specific Tender Room in Portfolio Financials?
- How can I handle CM fees in Portfolio Financials?
- How can I improve the accuracy of OCR on my drawings?
- How can I improve the accuracy of Specification Section Identification?
- How can I keep track of emailed drawings?
- How can I keep track of emailed specifications?
- How can I manually add a tender in Portfolio Financials?
- How can I monitor activity across all of my buildings in Portfolio Financials and Capital Planning?
- How can I move drawings to another drawing area?
- How can I request a folder template for Documents in my Portfolio Financials projects?
- How can I run a best and final round of tendering in Portfolio Financials?
- How can I see where my non-budgeted line items are coming from?
- How can I set up a tenant construction chargeback in the Cost Tracker?
- How can I share access to a Tender Room in Portfolio Financials?
- How can I share access to a Contract Room in Portfolio Financials?
- How can I tell if a Procore project is synced with an integrated ERP system?
- How can I tell if a Procore project's budget is synced with an integrated ERP system?
- How can I tell if I have a free or paid Procore account?
- How can I unaward a tender or contract in Portfolio Financials?
- How can I upload large files to the Procore Web App?
- How can I use Procore's Hot Work Permit PDF in my project's Forms tool?
- How can I use Procore's Incidents tool to record Coronavirus (COVID-19) infection information?
- How can I use Procore's Job Hazard Analysis PDF in my project's Forms tool?
- How can I use Procore's Toolbox Talk Sign-In PDF in my project's Forms tool?
- How can I use tax codes on a Procore project?
- How can I use the '[NextWave Safety Solutions] Concrete Pre-Pour' inspection template on my project?
- How can I use the '[NextWave Safety Solutions] Ladder Safety - Simple Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Backfill Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Drywall Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Roofing Checklist' inspection template on my project?
- How can I use the '[OSHA] Daily Inspection of Trenches and Excavations' inspection template on my project?
- How can I use the '[OSHA] Lockout/Tagout Procedures' inspection template on my project?
- How can I use the '[OSHA] Materials Handling' inspection template on my project?
- How can I use the '[Procore] Equipment Pre-Operation Checklist' inspection template on my project?
- How can I use the '[Procore] Jobsite Cleanliness and Preparedness Checklist' inspection template on my project?
- How can I use the '[Procore] SWPPP - Construction Site Stormwater Checklist' inspection template on my project?
- How can I use the 'Site Safety Inspection' template on my project?
- How can I use wages in Workforce Planning?
- How can I view a custom Training Centre?
- How can I view reports of a single log or a single person within a log?
- How do approval workflows get set up in Portfolio Financials?
- How do tender approvals work in Portfolio Financials?
- How do budget approvals work in Portfolio Financials?
- How do Cash Flow Forecasts and Capital Plans interact in Portfolio Financials and Capital Planning?
- How do change order approvals work in Portfolio Financials?
- How do contract approvals work in Portfolio Financials?
- How do cost types from Procore Estimating map to Procore's Budget tool?
- How do I access an RFI as an assignee?
- How do I access my company's Training Centre?
- How do I add a Tender Board project to the Portfolio tool in Procore?
- How do I add a building to my account in Portfolio Financials?
- How do I add a multi-tiered location to an item?
- How do I add a new Sage 300 CRE cost code or cost type?
- How do I add additional contacts to a vendor profile in Portfolio Financials?
- How do I add an avatar or profile photo to Procore?
- How do I add tenderers in the new tender management experience?
- How do I add missing cost codes so I can migrate projects to the new tender management experience?
- How do I add people to the submittal workflow?
- How do I add 'Procore' as an endorsable skill on my LinkedIn profile?
- How do I add someone as an employee of my company?
- How do I add the 'Timesheet Hours' column to a budget view?
- How do I add tools to my Favourites list in Procore?
- How do I add unit-based line item details in Procore's budget import template?
- How do I adjust my budget view when the Client Contracts, Funding, or Prime Contracts tool is disabled in my company's Procore account?
- How do I adjust the Procore Standard Forecast View when the Client Contracts, Funding, or Prime Contracts tool is disabled?
- How do I allow 'Standard' users to add to the Project Directory?
- How do I allow users to update the 'Percent Complete' field in the Schedule tool?
- How do I apply markups from a previous revision to a new revision?
- How do I approve an owner's invoice?
- How do I attach multiple files at once to a transmittal?
- How do I avoid and report phishing emails?
- How do I backfill an invoice from Yardi to Portfolio Financials?
- (Legacy) How do I bill for stored materials in Procore?
- How do I build a Training Centre?
- How do I change a known password?
- How do I change companies in Procore's navigation bar?
- How do I change my name or email address in Procore Certification?
- How do I change my web browser's default email client for mailto links?
- How do I change the 'Responsible Contractor' field on a submittal?
- How do I check what Procore tools are included with my Procore account?
- How do I choose a Default Deficiency Item Manager for my project?
- How do I complete tasks in Procore that I used to complete in the standalone Procore Estimating application?
- How do I configure a prefix and starting number for a project's RFIs?
- How do I configure my web browser to allow popups from Procore?
- How do I configure privacy settings for a communications item?
- How do I configure user permissions for multi-tier approvals with timekeeping?
- How do I control which emails are sent by Procore during the RFI process?
- How do I control which emails are sent by Procore from the Deficiency List tool?
- How do I convert Procore support articles, tutorials and FAQs into a PDF?
- How do I create a billing period for an invoice?
- How do I create a bookmark to Procore?
- How do I create a desktop shortcut to Procore?
- How do I create a fillable PDF?
- How do I create an allowance and/or contingency report?
- How do I create or join a Zoom meeting in Procore?
- How do I customize submittal responses?
- How do I delete line items in approved change orders?
- How do I determine the latitude and longitude values of an address?
- How do I determine whether a deficiency list item has been sent?
- How do I disable Quick Capture for iOS?
- How do I display a list of project dates on the Home page?
- How do I download the Google Chrome browser?
- How do I download the Mozilla Firefox browser?
- How do I download Procore's Android mobile application?
- How do I download Procore's iOS mobile application?
- How do I edit a project schedule in Procore?
- How do I edit an initial award amount for a contract in Portfolio Financials?
- How do I enable additional workforce labour types for the Daily Log?
- How do I enable Cost Allocations and Components for a Portfolio Financials project?
- How do I enable retainage for a contract in Portfolio Financials?
- How do I enable the DocuSign® Integration?
- How do I ensure that Procore emails reach the recipients?
- How do I enter a credit invoice in Portfolio Financials?
- How do I enter budgeted projects for the year in Portfolio Financials and Capital Planning?
- How do I export a project budget from Procore to Sage 300 CRE?
- How do I export cost forecast data from a Procore budget to CMiC
- How do I export cost forecast data from a Procore budget to ERP
- How do I filter items by multi-tiered locations?
- How do I filter out 'Recycled' items from a custom RFIs report?
- How do I find the project ID?
- How do I get a DocuSign® account?
- How do I get started with Procore Analytics?
- How do I get the latest version of Safari for Mac OS X?
- How do I get the percent complete updated in the native schedule file?
- How do I give users access to the Prequalifications tool?
- How do I invite users and collaborators to my company's Procore account?
- How do I know if an RFI that I posted in the Tender Room has been answered?
- How do I know if my DocuSign account is synced with Procore?
- How do I know if someone has made a change to a daily log?
- How do I know if someone has downloaded a file?
- How do I locate an archived project in Portfolio Financials and Capital Planning?
- How do I log in to Portfolio Financials and Capital Planning?
- How do I log in to Procore's Support site?
- How do I log into Procore using Microsoft Azure AD SSO?
- How do I look at the Daily Log for multiple days?
- How do I make my deficiency list items private by default?
- How do I manage the storage the Procore mobile app is using on my device?
- How do I mark an assignee as a required responder on an RFI?
- How do I navigate Procore's tools?
- How do I navigate to a Tender Room in Portfolio Financials?
- How do I opt in to the beta for Procore Conversations?
- How do I perform a hard refresh in my web browser?
- How do I post an idea for Procore?
- How do I prepare my data for import into Procore?
- How do I preserve cost code formatting in Excel?
- How do I rate a page and send feedback?
- How do I remove a submitter or approver from a submittal workflow while the approval process is in progress?
- How do I report an issue from Procore's mobile app?
- How do I request access to a custom Training Centre?
- How do I reset an unknown password?
- How do I revoke project access for a Procore user?
- How do I run a sealed tender process in Portfolio Financials?
- How do I set the accounting method for a contract or funding?
- How do I set up a budget view for real-time labor productivity?
- How do I set up a project in Procore?
- How do I set up my account in Workforce Planning?
- How do I set up permissions for a communications type?
- How do I configure Procore for Okta SSO (SAML 2.0)?
- How do I set up Single Sign-On (SSO) with Procore?
- How do I set up the 'Procore Labour Productivity Cost' budget view?
- How do I set up the subcontractor invoices and payments feature for Procore + QuickBooks?
- How do I set up Workforce Planning?
- How do I share feedback with Procore?
- How do I show previous minutes on a Meeting PDF?
- How do I sign in to Microsoft Office 365 in the Documents tool?
- How do I sign up for Procore?
- How do I sign-up for Procore Certification if I do not have Procore login credentials?
- How do I stop a meeting item from carrying over to a follow-up meeting?
- How do I submit a response to a 'Draft' RFI when I am the RFI Manager?
- How do I submit a Subcontractor Schedule of Values for a Procore commitment?
- How do I submit change orders and invoices in Portfolio Financials?
- How do I switch between Portfolio Financials and Project Management toolkits in Procore?
- How do I sync data between Workforce Planning and Procore?
- How do I sync my Prime Contract with Acumatica or MYOB Advanced Construction?
- How do I track non-commitment costs on a change event?
- How do I track the actual materials received and installed on a job site?
- How do I update an expiring x509 certificate in my company's Procore SSO configuration settings?
- How do I update to the new tender management experience?
- How do I use Procore's live chat support?
- How do I use Tags/Keywords in Procore?
- How do I use tags with expiration dates in Workforce Planning?
- How do I use the navigation bar to go back to the Company Portfolio?
- How do I use the notification centre?
- How do I verify an Australian Business Number (ABN)?
- How do I view incomplete certification or continuing education lessons?
- How do I view pending Daily Log entries?
- How do I view workforce allocation percentage?
- How do invoice approvals work in Portfolio Financials?
- How do my project-specific 'Cost Code' segment items get carried over from a project template to a new project?
- How do notifications work for the Conversations tool in Procore?
- How do permissions work for free Procore accounts?
- How do permissions work for the Conversations tool?
- How do the Change Events tool's column display settings work?
- How does data entry differ between deficiency items created with manual input and deficiency items created with Quick Capture?
- How does hh2 connect to the Sage 300 CRE server?
- How does Procore Analytics store dates?
- How does Procore assign numbers to RFIs?
- How does Procore automatically complete amounts on an upstream invoice?
- How does Procore calculate an invoice's 'Current Payment Due' amount?
- How does Procore calculate the Over/Under value in Change Events?
- How does someone become a 'Follower' of a conversation in Procore?
- How does the 'Actuals By Date' filter work on a budget view?
- What is the Budget Forecast Report?
- How does the hh2 synchronization client connect Procore to Sage 100 Contractor?
- How does the hh2 synchronization client transmit data?
- How does the Integration by Ryvit connect Procore with Viewpoint® Vista™?
- How does the Office 365 integration in Procore's Documents Tool work?
- How does the Deficiency List Workflow affect my existing deficiency list items?
- How does the Transport Layer Security v1.2 requirement impact users?
- How does the X.509 certificate upgrade impact users?
- How is security handled with third-party applications?
- How long does it take to extract data from Procore?
- How often can I sync data between Procore and Viewpoint® Spectrum®?
- How often can I sync data between Sage 100 Contractor and Procore?
- How often can I sync data between Sage 300 CRE and Procore?
- How often can I sync data using the Integration by Ryvit?
- How do I select which Viewpoint® Spectrum® jobs appear in the Select a Job Template list of the ERP Integrations tool?
- How do I resolve the "A commitment with code already exists" Error when Exporting to ERP
- How do I resolve the "This export cannot be completed because the number of line items in QuickBooks does not match up with the number in Procore" error when exporting to ERP?
- How do I resolve a "The Import operation took longer than the set timeout" error when exporting to ERP?
- How Do I Resolve the "There was an error adding, modifying or deleting XXXXXX-XXXXXXXXXXX because it is already in use." Error when Exporting to ERP
- How will configured fieldsets affect my existing projects?
- How will I know when my invoice or change order is approved or rejected in Portfolio Financials?
- How will my previous Timecard entries work with Timesheets?
- I thought I added a user, but now I can't find that person. What happened?
- If a user doesn’t have permissions to view a specific communications type, can they see that communications type in their Project Overview dashboard?
- Is there a minimum passing score for Procore Certification quizzes?
- Is there a way to bulk replace an approver, submitter or reviewer on a project's submittals?
- Is there a way to see all the open items in Procore assigned to me?
- The 'plug' icon was removed, how do I navigate to the Marketplace?
- Should I enable the Specifications tool on my project?
- Should I integrate my Microsoft Project Schedule in Procore's web application or Procore Drive?
- Should I update my Budget View to add RFQ values to the budget?
- Why can't I log in to Procore?
- What's the difference between a job, a parent job and a sub job?
- What activity metrics can I see for companies listed on the Procore Construction Network?
- What additional user permissions are required to access reportable data with enhanced reporting?
- What are App Configurations and how do I work with them?
- What are Approvals in Portfolio Financials?
- What are 'Available Regions' on Marketplace Apps?
- What are best practices for using multiple (phased) budget uploads?
- What are configurable fieldsets and which Procore tools support them?
- What are Cost Allocations and Components in Portfolio Financials?
- What are 'cost types' and how does our ERP integration support them?
- What are custom fields and which Procore tools support them?
- What are custom project roles?
- What are custom sections and which Procore tools support them?
- What are Drawing Areas?
- What are dynamic approver due dates?
- What are meeting minutes?
- What are Milestone Dependencies in Portfolio Financials and how do I set them?
- What are multi-tiered locations?
- What are Procore's default change types and change reasons?
- What are Procore's default cost codes?
- What are Procore's default cost types?
- What are Procore's Product Categories?
- What are Procore's standard budget views?
- What are 'production quantities'?
- What are "related items" in Procore?
- What are role-based permissions?
- What are segments and segment items?
- What are some best practices for Reporting in Portfolio Financials and Capital Planning?
- What are some examples of reports I can generate in Portfolio Financials and Capital Planning?
- What are specifications?
- What are Super Private correspondence types?
- What are the blue icons in my drawings log?
- What are the budget warning banner changes?
- What are the column header updates in the import templates?
- What are the data points available for custom reports in Portfolio Financials and Capital Planning?
- What are the data points for Capital Plans in Portfolio Financials and Capital Planning?
- What are the default action plan verification methods?
- What are the default columns in the Contracts tab of the Commitments tool?
- What are the default columns in the Prime Contracts tool?
- What are the default commitment statuses in Procore?
- What are the default fieldset configurations for Procore's 'Addendum' template correspondence type?
- What are the default fieldset configurations for Procore's 'Bulletin' template correspondence type?
- What are the default fieldset configurations for Procore's 'Change Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Client Instruction' template correspondence type?
- What are the default fieldset configurations for Procore's 'Constraints' template correspondence type?
- What are the default fieldset configurations for Procore's 'Early Warning Notice' template correspondence type?
- What are the default fieldset configurations for Procore's 'Extension of Time' template correspondence type?
- What are the default fieldset configurations for Procore's 'General Correspondence' template correspondence type?
- What are the default fieldset configurations for Procore's 'Lessons Learned' template correspondence type?
- What are the default fieldset configurations for Procore's 'Letters of Intent' template correspondence type?
- What are the default fieldset configurations for Procore's 'Letters' template correspondence type?
- What are the default fieldset configurations for Procore's 'Material Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Mitigation Plan' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notice of Delay' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notice to Proceed' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notification of Backcharge' template correspondence type?
- What are the default fieldset configurations for Procore's 'Permit Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Project Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Risk Identification' template correspondence type?
- What are the default fieldset configurations for Procore's 'Site Instruction' template correspondence type?
- What are the default fieldset configurations for Procore's 'Transmittal' template correspondence type?
- What are the default observation types used for?
- What are the default permission levels in Procore?
- What are the default project permissions templates in Procore?
- What are the default project stages in Procore?
- What are the default 'Scope' options for change events in Procore?
- What are the default statuses for change events in Procore?
- What are the default statuses for change orders in Procore?
- What are the default statuses for insurance in Procore?
- What are the default statuses for Procore invoices?
- What are the default statuses for T&M tickets?
- What are the default submittal responses in Procore?
- What are the default submittal statuses in Procore?
- What are the default submittal types in Procore?
- What are the differences between Procore's time modules?
- What are the different change order tier settings in Project Financials?
- What are the different permission levels for team members in Portfolio Financials?
- What are the different RFQ statuses and how do they affect cost and change order amounts?
- (Beta) What are the different roles within Custom Workflows?
- What are the different 'user roles' in Procore Estimating?
- What are the DocuSign® fields and can I customize them?
- What are the financial line items in custom reports?
- What are the new features for Quality and Safety?
- What are the requirements for importing SOV Line Items from CSV?
- What are the threshold values for the Portfolio tool's Health Dashboard?
- What are the Timesheets tool's default statuses for time entries?
- What are the user roles in the Submittals tool?
- What are Touch Commands?
- What are Uncategorized Invoices in Portfolio Financials?
- What custom segments should we create for our company's Work Breakdown Structure?
- What data is synced between Procore and Sage 100 Contractor?
- What data is synced between Sage 300 CRE® and Procore?
- What data is synced with the Integration by Ryvit connector?
- What dictionaries and languages are available in the Procore web application?
- What do tenderers see when they are in the Tender Room?
- What do I do when a commitment fails to export from the ERP Integrations tool?
- What do the arrows mean on the Project Comparison tab of Portfolio Financials and Capital Planning?
- What do the dates in the project's Admin tool mean?
- What do the different DocuSign® banners in Procore mean?
- What do the different statuses mean on Procore's feedback forum?
- What do the ERP icons mean?
- What do the deficiency item colour codes on a drawing mean?
- What do we need to consider before allowing downstream collaborators to submit invoices in Procore?
- What does each column in the 'Submittals Log' represent?
- What does each permission level mean?
- What does 'Hide Tendering Info' mean for someone on the Tender Room Team?
- What does it mean when my DocuSign account is 'synced' with my Procore account and how do I sync it?
- What does the "Search" box in the Photos tool search for?
- What email notifications are sent for Approval Workflows in Portfolio Financials?
- What emails are sent during the tendering process in Portfolio Financials?
- What encryption standard does Procore use to protect user data?
- What fields are searched in the Directory tool?
- What fieldset configurations are recommended for configurable fieldsets?
- What file types and formats are supported in the attachment viewer in the Submittals tool?
- What file types are supported for the 3D model viewer in the Documents tool?
- What file types does the Forms tool support?
- What gets copied over to a new project when applying a project template?
- What granular permissions are available for the Company level Directory tool?
- What granular permissions are available for the company's Tender Board tool?
- What granular permissions are available for the Project level Admin tool?
- What granular permissions are available for the Project level Directory tool?
- What granular permissions are available for the Project level Documents tool?
- What granular permissions are available for the Project level Inspections tool?
- What granular permissions are available for the Project level Schedule tool?
- What granular permissions are available for the Project level Timesheets tool?
- What granular permissions are available for the project's Action Plans tool?
- What granular permissions are available for the project's Tendering tool?
- What granular permissions are available for the project's Budget tool?
- What granular permissions are available for the project's Client Contracts tool?
- What granular permissions are available for the project's Commitments tool?
- What granular permissions are available for the project's Correspondence tool?
- What granular permissions are available for the project's Daily Log tool?
- What granular permissions are available for the project's Direct Costs tool?
- What granular permissions are available for the project's Drawings tool?
- What granular permissions are available for the project's Funding tool?
- What granular permissions are available for the project's Meetings tool?
- What granular permissions are available for the project's Observations tool?
- What granular permissions are available for the project's Photos tool?
- What granular permissions are available for the project's Prime Contracts tool?
- What granular permissions are available for the project's Deficiency List tool?
- What granular permissions are available for the project's RFIs tool?
- What granular permissions are available for the project's Submittals tool?
- What granular permissions are available for the project's Transmittals tool?
- What happens if I have duplicate company records in Procore's Company Directory?
- What happens to existing submittals when 'Dynamic Approver Due Dates' is enabled?
- What happens when companies and users are added from the Procore Construction Network to the Company Directory?
- What happens when I share a report with another Procore user?
- What happens when I update a project to the new tender management experience?
- What if my spec sections or divisions start in the middle of a page?
- What information is searchable using Procore Search?
- What is a budget code in Procore's WBS?
- What is a budget code structure in Procore's WBS?
- What is a change event?
- What is a change order?
- What is a 'Completed Action Plan Receiver'?
- What is a construction project's schedule?
- What is a 'contact' in Procore and which project tools support the concept?
- What is a daily log?
- What is an downstream collaborator?
- What is a 'Draft' RFI?
- What is a 'Draft' submittal?
- What is a Drawing Set?
- What is a fillable PDF?
- What is a partial budget line item?
- What is a permissions template?
- What is a 'Plan Manager' in an action plan?
- What is a 'private' timecard and which timecards can be set to private?
- What is a Project Template?
- What is a deficiency list?
- What is a 'sensitive field' in Workforce Planning?
- What is a Service Account?
- What is an 'Instruction' or 'Site Instruction'?
- What is a specification set?
- What is a submittal?
- What is a submittal package?
- What is a submittal revision?
- What is a Test Project?
- What is a T&M Ticket?
- What is a Training Centre?
- What is a transmittal in Procore?
- What is a Workforce Allocation Type?
- What is an 'Action Plan Approver'?
- What is an advanced search symbol in Procore?
- What is an assignable permissions template?
- What is an assignment alert in Workforce Planning?
- What is an example use case for Project Comparison in Portfolio Financials and Capital Planning?
- What is an incident?
- What is an invoice contact?
- What is an RFI?
- What is an upstream collaborator?
- What is App Management?
- What is Asta Powerproject and how does it integrate with Procore?
- What is blind tendering?
- What is 'Blocking Functionality' in an action plan?
- What is Bluebeam Studio?
- What is Capital Planning?
- What is a Developer Managed Service Account?
- What is in the emails sent from Procore?
- What is Inspection Template Item Quick Add?
- What is iSqFt and how does it integrate with Procore?
- What is maintenance?
- What is phishing?
- What is Portfolio Financials?
- What is Primavera P6 and how does it integrate with Procore?
- What is Procore BIM?
- What is Procore Community?
- What is Procore's availability?
- What is Procore's data backup strategy?
- What is Procore's Recycle Bin?
- What is Procore's unavailability?
- What is Project Cost Reporting in Portfolio Financials?
- What is Single Sign-On (SSO)?
- What is sliding scale retention?
- What is the accounting approver role?
- What is the 'Adjustments' section on a tender form in the Tender Room?
- What is the Tender Room in Portfolio Financials?
- What is the 'Budget ROM' column in Procore's Budget tool?
- What is the 'Code' field on the project creation page?
- What is the construction tendering process?
- What is the Contract Room in Portfolio Financials?
- What is the Communications tool?
- What is the Date Notified field in my Deficiency List?
- What is the default behaviour for playing certification videos on certain browsers?
- What is the difference between 'Baseline' and 'Forecast or Actual' dates for milestones in Portfolio Financials?
- What is the difference between a catalog, category, and item in the Cost Catalog for Estimating?
- What is the difference between a default and custom segment in Procore's WBS?
- What is the difference between a distribution group and distribution list in Procore?
- What is the difference between a flat and tiered segment in Procore's WBS?
- What is the difference between a labor productivity budget view and field production report?
- What is the difference between a submitter and approver in submittals?
- What is the difference between custom fields and configurable fieldsets?
- What is the difference between 'Field Productivity' and 'Workforce Management'?
- What is the difference between horizontal and vertical financial markup?
- What is the difference between personal and published drawing markups?
- What is the difference between raster and vector content in PDFs?
- What is the difference between SP- and IdP-Initiated SSO?
- What is the difference between viewing Procore Analytics reports in the embedded app and in the Power BI service?
- What is the difference between the old and new tender management experience in the Tendering tool?
- What is the 'Enable Always Editable Schedule of Values' setting?
- What is the "File Rename Information" file included with my extracted project data?
- What is the Financials Dashboard?
- What is the Workforce Planning/LaborChart App?
- What is the maximum character length for a commitment's 'Title'?
- What is the maximum character length for a commitment's 'Number (#)'?
- What is the maximum character length for a 'Company Name' in the Directory tool?
- What is the 'My Tasks' page in Portfolio Financials and Capital Planning?
- What is the Procore Analytics Risk Report?
- What is the Procore Construction Network?
- What is a Procore plugin and what is it used for?
- What is the Project Page in Portfolio Financials and Capital Planning?
- What is the Project Team in Portfolio Financials and what are the varying permission levels?
- What is the Deficiency List Workflow?
- What is the 'resource bench' in Workforce Planning?
- What is the RFI Manager role?
- What is the 'Schedules' folder in the Documents tool and why can't I delete it?
- What is the 'Send to Accounts Payable' feature in Portfolio Financials?
- What is the 'Submittal Manager' role?
- What is the unpublished status on drawings?
- What is Work Breakdown Structure (WBS)?
- What items can be added to a message in the Conversations tool?
- What languages can be automatically translated in the Conversations tool?
- What messages and alerts can people respond to in Workforce Planning?
- What options are available for the Gantt chart view in the Project level Schedule tool?
- What options do I have for numbering RFIs in Procore?
- What people information is synced between Workforce Planning and the Procore Company Directory?
- What permissions do tenderers need in order to be invited to tender and submit a tender?
- What permissions do I need to add users to a Procore project?
- What project information is synced between Workforce Planning and Procore Projects?
- What report templates are available in the Reports tools?
- What should I do if I forgot my password for Portfolio Financials?
- What should I do if my model file is too large to process in the Documents tool?
- What should I know about Approval Workflows in Portfolio Financials?
- What should I know about tendering in Portfolio Financials?
- What should I know about change orders in Portfolio Financials?
- What should I know about claiming a business on the Procore Construction Network?
- What should I know about invoicing in Portfolio Financials?
- What should I know about the Contract Room in Portfolio Financials?
- What do I need to know about the Vapid API deprecation?
- What type of device is recommended for viewing models in the Models tool?
- What type of mobile device should I use for Procore?
- What types of correspondences can be created with the Communications tool?
- What values pull into a change order SOV from a change event?
- What's the difference between adding an assignee to a RFI and forwarding an RFI for review?
- What's the difference between Procore's user import and vendor/company import templates?
- What’s the difference between sequential and parallel approval in the submittal workflow?
- When does an action plan shift to 'Edit' or 'View' mode?
- When does my user session expire on Procore's Support site?
- When does Procore send email notifications to invoice contacts?
- When does the RFIs tool send email notifications?
- When does the Submittals tool send email notifications to Procore users?
- When does the Tasks tool send email notifications?
- When is a submittal attachment labeled as 'Current' in the 'Submittal Workflow' table?
- When updating the Work Log section, why can't I see any names in my resource list?
- When will I receive emails about the project I'm tendering on in Portfolio Financials?
- Where and how does Procore store customer information?
- Where can I find the email address to send daily logs, photos, documents and emails to Procore?
- Where can I sign up for free public trainings?
- Where did Quality and Safety go in Procore?
- Where did the numbered templates on the Timesheets and My Time tool Fieldsets come from?
- Where do I put my tender documents in Procore?
- Where do the selections in the 'Spec Section' drop-down list come from?
- Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?
- Where is the Procore Certification course that I'm looking for?
- Which Asta Powerproject file formats are supported by Procore?
- Which budget views should I add to my Procore projects?
- Which calculation method should I choose when using the Forecast to Complete feature?
- Which cost code formats are supported by my ERP Integration?
- Which data columns are in a Field Production Report?
- Which data columns can I add to a custom Submittals report?
- Which domains do we add to our network's 'Allowed List' to ensure access to Procore?
- Which emails are affected by the updated inbound email communication settings in Procore?
- Which fields can Procore automatically populate when uploading drawings?
- Which fields can Procore automatically populate when uploading specifications?
- Which fields in the Action Plans tool can be configured as required, optional, or hidden?
- Which fields in the Change Events tool can be configured as required, optional, or hidden?
- Which fields in the Commitments tool can be configured as required, optional, or hidden?
- Which fields in the Coordination Issues tool can be configured as required, optional, or hidden?
- Which fields in the Communications tool can be configured as required, optional or hidden?
- Which fields in the Daily Log tool can be configured as required, optional or hidden?
- Which fields in the Directory tool can be configured as required, optional or hidden?
- Which fields in the Documents tool can be configured as required, optional or hidden?
- Which fields in the Drawings tool can be configured as required, optional or hidden?
- Which fields in the Incidents tool can be configured as required, optional or hidden?
- Which fields in the Inspections tool can be configured as required, optional or hidden?
- Which fields in the Invoicing or Progress Billings tools can be configured as required, optional, or hidden?
- Which fields in the My Time tool can be configured as required, optional, or hidden?
- Which fields in the Observations tool can be configured as required, optional or hidden?
- Which fields in the Prime Contracts tool can be configured as required, optional, or hidden?
- Which fields in the Deficiency List tool can be configured as required, optional or hidden?
- Which fields in the RFIs tool can be configured as required, optional or hidden?
- Which fields in the Specifications tool can be configured as required, optional or hidden?
- Which fields in the Submittals tool can be configured as required, optional or hidden?
- Which fields in the Timesheets tool can be configured as required, optional, or hidden?
- Which fields in the T&M Tickets tool can be configured as required, optional or hidden?
- Which fields on the create or update project page can be configured as required, optional or hidden?
- Which file formats are supported when exporting a project's submittals?
- Which filters are supported in the Portfolio tool's views?
- Which filters can I apply to the Change Events tool?
- Which Groundbreak 2021 Sessions Qualified for CE credit?
- Which insurance fields in a Procore company sync with Sage 300 CRE vendors?
- Which integrated ERP systems support the 'cost type' concept?
- Which integrated ERP systems support the 'Sub Job' concept?
- Which logos appear on PDF exports in Procore?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which prime contract and PCCO fields are synced with Procore and Viewpoint Spectrum?
- Which Procore platforms support Azure AD SSO?
- Which Procore project tools support the DocuSign® integration?
- Which Procore project tools update data in the Field Production Report?
- Which Procore tools can I use to add production quantities to my project's budget?
- Which Procore tools can I use to create a change event?
- Which Procore tools let me view digital image attachments in a map view?
- Which Procore tools support 'Classifications'?
- Which Procore tools support granular permissions?
- Which Procore tools support Work Breakdown Structure?
- Which project tools support Conversations?
- Which setting do I enable in QuickBooks® to export invoices with the ERP Integrations tool?
- Which settings are available in Procore?
- Which SSO identity providers are supported by Procore?
- Which tools can I extract project data from using the Procore Extracts application?
- Which tools currently support the Bookmarks feature on the Procore mobile app?
- Which units of measure are included on Procore's master list?
- Which versions of Microsoft Project does Procore support?
- Which weather providers are supported by Procore?
- Which web browsers are supported by Procore?
- Who can be designated as an 'Assignee' on an RFI?
- Who can I assign a task to?
- Who can see private Action Plans?
- Who can see users listed in a Project Directory?
- Who can view a 'Draft' RFI?
- Who can view tenders within a Procore Construction Network account?
- Who gets notifications from observations?
- Who receives a notification for updates in the Drawings tool?
- Who receives a notification when an item is rejected from ERP?
- Who receives an email when a submittal is created or updated?
- Who receives correspondence item emails and push notifications?
- Who receives emails about coordination issues?
- Who receives notification emails when a vendor's insurance expires?
- Why am I getting an error when downloading Procore Drive?
- Why am I getting the error "Missing authentication cookie" when viewing certification lessons?
- Why am I having problems playing training videos?
- Why am I not receiving emails from Portfolio Financials and Capital Planning?
- Why am I not seeing all of my projects in the Conversations tool?
- Why am I not seeing all of my viewpoints in the viewpoints import tool?
- Why am I not seeing my issues after I associate the file to my project?
- Why am I receiving an error message in the Procore Imports app?
- Why am I receiving emails from Procore?
- Why am I receiving Procore emails at night?
- Why am I receiving the error 'No user found with the given email address' when logging in with SSO?
- Why am I unable to download and open a .ZIP file from Procore?
- Why am I unable to log in to the Procore Certification site?
- Why am I unable to assign users to a RFQ?
- Why are automatic drawing sheet links missing?
- Why are my change order's line items being duplicated on my owner's invoice?
- Why are my change order line items duplicated on my subcontractor invoice?
- Why are my courses not showing up in my Procore Certification profile?
- Why are my drawing comparisons failing?
- Why are my drawing uploads failing?
- Why are my file uploads failing?
- Why are my specification uploads failing?
- Why are my training courses missing?
- Why are recent changes to my Sage database missing in Procore?
- Why are some of my sub folders in my [Tender Documents] folder not showing up when my tenderers download them?
- Why are the weather conditions not showing on my Daily Log weather log?
- Why are viewpoints being created after I use the markup tools?
- Why aren't my grids aligned in the Models tool?
- Why can I access the Prime Contracts tool if I can't view the prime contract?
- Why can I view the Commitments tool but cannot see any commitments?
- Why can't I add Procore tools to my Favourites list?
- Why can't I change the weather delay or any of the boxes on that row?
- Why can't I create a change order?
- Why can't I create a follow-up meeting in the Meetings tool?
- Why can't I create or activate Procore projects?
- Why can't I create WBS custom segments?
- Why can’t I deactivate a Cost Type, Cost Code or Sub Job in WBS?
- Why can't I delete items in Procore?
- Why can't I edit or delete an 'Approved' change order?
- Why can't I expand the 'Awarded Value' row in Portfolio Financials and Capital Planning?
- Why can't I export an item from Portfolio Financials and Capital Planning?
- Why can't I log in to my Certification Analytics Dashboard?
- Why can't I log in to Portfolio Financials and Capital Planning?
- Why can't I receive email from Procore?
- Why can't I see all of my Favourite tools on a project?
- Why can't I see one of my users in Certification Analytics?
- Why can't I see the Accept/Reject options in the ERP Integrations tool?
- Why can't I see the Tender Room in Portfolio Financials?
- Why can't I see the Contract Room in Portfolio Financials?
- Why can't I see the Favourites tab in My Profile Settings?
- Why can't I see the Sync or Refresh buttons in the ERP Integrations tool?
- Why can't I turn OFF the 'Action Required' emails sent from the Submittals tool?
- Why can't I update my Procore App? (iOS)
- Why can’t I use the cloud redline tool in Navisworks®?
- Why can't my team member see a project in Portfolio Financials and Capital Planning?
- Why can't my vendor access the Tender Room in Portfolio Financials?
- Why did Procore switch from procoretech.com to app.procore.com?
- Why didn't I receive an email notification from a submittal?
- Why do I need to log in to Procore's Support site?
- Why do I not have permission to view this web page?
- Why do I see an error when trying to export data to Sage 300 CRE?
- Why do I see people in Workforce Planning, but not Procore?
- Why do some of our project's RFI numbers have two prefixes?
- Why don't I have permission to view the Workforce Planning tool?
- What does beta mean?
- Why is it valuable to have 'Procore' as an endorsable skill on my LinkedIn profile?
- Why is my tender package missing from the Planroom?
- Why is my Certification Analytics page blank?
- Why is the Financial Health section of the Health Dashboard not configured?
- Why is my form template not loading?
- Why is the 'My Open Items' list not showing tasks that have been assigned to me?
- Why is my Procore Certified Certificate missing?
- Why is my Procore project missing from the ERP Integrations tool?
- Why is my Sage 300 CRE data not syncing?
- Why is the Add Visual button unavailable on my custom report?
- Why is the delete button dimmed and not available in the Schedule tool of Procore Drive?
- Why is the percentage complete less than 100% for a Procore Certification course?
- Why is the Procore Drive desktop shortcut not working?
- Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?
- Why isn't my model showing when viewing models in Procore?
- Why isn't my project weather working?
- Why isn't the 'Job to Date Costs' column in the budget matching our subcontractor invoice amounts?
- Why isn't the project's budget view reflecting labour costs and production quantities from timecard entries?
- Why was the "Procore Fundamentals" training course deprecated?
- Why were the "Deep-Dive Training" courses deprecated?
- Why won't the Workforce Planning tool load?
- Will dates from a Tender Room be added to the project's milestones in Portfolio Financials?
- Will Procore convert my non-fillable PDF to a fillable PDF?
- Getting Started with Procore
- Procore Learning Paths
- Procore Mobile (Android)
- Procore Android App - Getting Started
- Procore Android App - User Guide
- Announcements (Android)
- Camera (Android)
- Change Events (Android)
- Commitments (Android)
- Commitments - Tutorials (Android)
- Create a Purchase Order (Android)
- Edit a Commitment's Schedule of Values (Android)
- Edit a Purchase Order (Android)
- Search Commitments (Android)
- View a Commitment's Schedule of Values (SOV) (Android)
- View Change Orders (Android)
- View Inclusions and Exclusions for Subcontracts (Android)
- View Purchase Orders and Subcontracts (Android)
- Commitments - User Permissions (Android)
- Commitments - Videos (Android)
- Commitments - Tutorials (Android)
- Configure an SD Card for Your Android Device
- Correspondence (Android)
- Crews (Android)
- Daily Log (Android)
- Daily Log - Tutorials (Android)
- Add a Daily Log Entry (Android)
- Add Accident Log Entries (Android)
- Add Daily Construction Report Entries (Android)
- Add Delay Entries (Android)
- Add Deliveries Log Entries (Android)
- Add Dumpster Entries (Android)
- Add Equipment Entries (Android)
- Add Inspections Entries (Android)
- Add Manpower Entries (Android)
- Add Notes Entries (Android)
- Add Phone Calls Entries (Android)
- Add Photos Entries to Daily Log (Android)
- Add Plan Revisions Entries (Android)
- Add Productivity Entries (Android)
- Add Quantities Entries (Android)
- Add Safety Violations Entries (Android)
- Add Scheduled Work Log Entries (Android)
- Add Timecard Entries (Android)
- Add Visitors Entries (Android)
- Add Waste Entries (Android)
- Add Weather Entries (Android)
- Copy a Daily Log (Android)
- Delete a Daily Log (Android)
- Edit a Daily Log (Android)
- Email a Daily Log (Android)
- Mark a Daily Log as Complete (Android)
- Review and Approve Pending Entries (Android)
- Send Photos from the Photos tool to the Daily Log (Android)
- View and Attach Files to a Daily Log (Android)
- View and Manage Daily Logs in the Calendar View (Android)
- Daily Log - User Permissions (Android)
- Daily Log - Videos (Android)
- Daily Log - Tutorials (Android)
- Deficiency List (Android)
- Deficiency List - Tutorials (Android)
- Add a Photo to a Deficiency List Item (Android)
- Close a Deficiency List Item (Android)
- Create a Deficiency List Item (Android)
- Edit a Deficiency List Item (Android)
- Email Deficiency Items to Any User (Android)
- Notify Assignees of Deficiency Items (Android)
- Reassign a Deficiency List Item (Android)
- Respond to a Deficiency List Item (Android)
- Search and Filter the Deficiency List (Android)
- View Deficiency List Items (Android)
- Deficiency List - User Permissions (Android)
- Deficiency List - Videos (Android)
- Deficiency List - Tutorials (Android)
- Directory (Android)
- Directory - Tutorials (Android)
- Add a Company to the Project Level Directory (Android)
- Add a Contact to your Device (Android)
- Add a Person to the Project Level Directory (Android)
- Add a Phone Calls Entry from the Directory (Android)
- Add a User to a Project Using Their Profile Code (Android)
- Edit a Company in the Project Level Directory (Android)
- Edit a Person in the Project Level Directory (Android)
- Email Forward Contact Information (Android)
- Search for and Filter Directory Contacts (Android)
- View Directory (Android)
- Directory - User Permissions (Android)
- Directory - Tutorials (Android)
- Documents (Android)
- Drawings (Android)
- Drawings - Tutorials (Android)
- Add Measurements to a Drawing (Android)
- Add Observations to a Drawing (Android)
- Add Photos to a Drawing (Android)
- Add Deficiency List Items to a Drawing (Android)
- Compare Drawings (Android)
- Create RFIs on a Drawing (Android)
- Delete Drawing Markups (Android)
- Download Drawings (Android)
- Edit Drawing Markups (Android)
- Email Drawings (Android)
- Link Items to a Drawing (Android)
- Mark up a Drawing (Android)
- Print Drawings (Android)
- Publish Personal Drawing Markups (Android)
- Search for and Filter Drawings (Android)
- Share Drawings Within Procore (Android)
- Sync and Download Drawings (Android)
- View Drawing Area (Android)
- View Drawing Markups (Android)
- View Drawings (Android)
- Drawings - User Permissions (Android)
- Drawings - Videos (Android)
- Drawings - Tutorials (Android)
- Forms (Android)
- Incidents (Android)
- Inspections (Android)
- Inspections - Tutorials (Android)
- Add Comments to an Inspection Item (Android)
- Add Photos to an Inspection Item (Android)
- Add Signers to an Inspection (Android)
- Create an Inspection (Android)
- Create an Observation from an Inspection (Android)
- Edit an Inspection (Android)
- Email Inspections (Android)
- Manage Push Notifications for Inspections (Android)
- Perform an Inspection (Android)
- Search for and Filter Inspections (Android)
- Sign an Inspection (Android)
- View Inspections (Android)
- View Signatures on an Inspection (Android)
- View the Activity Feed of an Inspection (Android)
- Inspections - User Permissions (Android)
- Inspections - Videos (Android)
- Inspections - Tutorials (Android)
- Instructions (Android)
- Locations (Android)
- Permissions
- Locations - Tutorials (Android)
- Add Photos to a Location (Android)
- Create a Deficiency List Item from a Location (Android)
- Create an Incident from a Location (Android)
- Create an Inspection from a Location (Android)
- Create an Observation from a Location (Android)
- Create an RFI from a Location (Android)
- Scan a QR Code in the Locations Tool (Android)
- Scan a QR Code in the Photos Tool (Android)
- View Items Associated with a Location (Android)
- Meetings (Android)
- My Time (Android)
- Observations (Android)
- Observations - Tutorials (Android)
- Add a Comment to an Observation (Android)
- Add Observations to a Drawing (Android)
- Close an Observation (Android)
- Create an Observation (Android)
- Create an Observation from an Inspection (Android)
- Create an Observation with Quick Capture (Android)
- Edit an Observation (Android)
- Email an Observation (Android)
- Respond to an Observation (Android)
- Search for and Filter Observations (Android)
- View an Observation (Android)
- Observations - User Permissions (Android)
- Observations - Videos (Android)
- Observations - Tutorials (Android)
- Photos (Android)
- Photos - Tutorials (Android)
- Add a Comment to a Photo (Android)
- Add a Location to a Photo (Android)
- Bulk Edit Photos (Android)
- Create a Photo Album (Android)
- Create Before and After Photos (Android)
- Create Items from Photos (Android)
- Delete Photos (Android)
- Download a Photo (Android)
- Edit a Photo's Information (Android)
- Email a Photo (Android)
- Mark Up a Photo (Android)
- Mention Someone in a Photo Comment (Android)
- Search for and Filter Photos (Android)
- Sort Photo Albums (Android)
- Take and Add Photos to an Album (Android)
- View Photos (Android)
- Photos - User Permissions (Android)
- Photos - Videos (Android)
- Photos - Tutorials (Android)
- Prime Contracts (Android)
- Project Overview Screen (Android)
- Project Overview Screen - User Permissions (Android)
- Project Overview Screen - Tutorials (Android)
- About the Project Overview Screen (Android)
- Add and Manage Bookmarks (Android)
- Add Project Links to the Home Page (Android)
- Configure Project Overview Screen Preferences (Android)
- Configure the Tool Order for a Project (Android)
- Manage Project Settings (Android)
- Navigate to a Different Project in Procore (Android)
- Perform Quick Actions (Android)
- Sort Projects (Android)
- View Recent Drawings from the Project Overview Screen (Android)
- RFIs (Android)
- Schedule (Android)
- Settings: Procore Android App
- Specifications (Android)
- Submittals (Android)
- Tasks (Android)
- Timesheets (Android)
- Timesheets - Tutorials (Android)
- Add a Crew to a Timesheet (Android)
- Add Employees to a Timesheet (Android)
- Add Quantities to a Timesheet (Android)
- Approve a Timesheet (Android)
- Bulk Enter Time Entry (Android)
- Copy Previous Timesheet (Android)
- Create a Timesheet (Android)
- Delete a Timesheet (Android)
- Edit a Timesheet (Android)
- Edit Quantities on a Timesheet (Android)
- Review a Timesheet (Android)
- Search for and Filter Timesheets (Android)
- Set Up a Daily Reminder for Timesheets (Android)
- Sign a Timesheet (Android)
- Sign Timesheets for All Projects (Android)
- View a Labour Budget to Actual Report (Android)
- View a Timesheet (Android)
- View Field Production Report (Android)
- View Timesheets for All Projects (Android)
- Timesheets - User Permissions (Android)
- Timesheets - Videos (Android)
- Timesheets - Tutorials (Android)
- T&M Tickets (Android)
- T&M Tickets - Tutorials (Android)
- Create a T&M Ticket (Android)
- Create Equipment from a T&M Ticket (Android)
- Edit a T&M Ticket (Android)
- Email a T&M Ticket (Android)
- Import a Timecard into a T&M Ticket (Android)
- Request a Signature on a T&M Ticket (Android)
- Search and Filter T&M Tickets (Android)
- Sign a T&M Ticket (Android)
- View a T&M Ticket (Android)
- T&M Tickets - User Permissions (Android)
- T&M Tickets - Videos (Android)
- T&M Tickets - Tutorials (Android)
- Update the Procore Android App
- Action Plans (Android)
- Action Plans - Tutorials (Android)
- Add Notes to an Action Plan Item (Android)
- Add Records to Action Plan Items (Android)
- Approve an Action Plan to be Performed (Android)
- Perform an Action Plan (Android)
- Remove Records from Action Plan Items (Android)
- Request Records on Published Plans (Android)
- Search and Filter Action Plan Items (Android)
- Search and Filter Action Plans (Android)
- Sign a Completed Action Plan (Android)
- Sign an Action Plan Item (Android)
- View an Action Plan (Android)
- Action Plans - User Permissions (Android)
- Action Plans - Tutorials (Android)
- Conversations (Android)
- Conversations - Tutorials (Android)
- Add Items to a Message in the Conversations Tool (Android)
- Create a Group in the Conversations Tool (Android)
- Edit or Delete a Message in the Conversations Tool (Android)
- Manage a Group in the Conversations Tool (Android)
- Manage Push Notifications for the Conversations Tool (Android)
- Mention a User in the Conversations Tool (Android)
- Reply to a Message in a Thread within a Conversation (Android)
- Send a Message in the Conversations Tool (Android)
- View Messages in the Conversations Tool (Android)
- View Threaded Replies within a Conversation (Android)
- Conversations - User Permissions (Android)
- Conversations - Videos (Android)
- Conversations - Tutorials (Android)
- Models (Android)
- Project Search (Android)
- Project Dashboard (Android)
- Home Screen (Android)
- Procore Android App - User Permissions
- Procore Android App - Release Notes
- Procore Android App - Troubleshooting Tips
- Procore Android App - Android Requirements
- Procore Mobile (iOS)
- Procore iOS App - Getting Started
- Procore iOS App - User Guide
- Announcements (iOS)
- Change Events (iOS)
- Commitments (iOS)
- Coordination Issues (iOS)
- Correspondence (iOS)
- Crews (iOS)
- Daily Log (iOS)
- Daily Log - Tutorials (iOS)
- Add Accident Entries (iOS)
- Add Daily Construction Report Entries (iOS)
- Add Daily Log Entries (iOS)
- Add Delay Entries (iOS)
- Add Deliveries Entries (iOS)
- Add Dumpster Entries (iOS)
- Add Equipment Entries (iOS)
- Add Inspection Entries (iOS)
- Add Manpower Entries (iOS)
- Add Notes Entries (iOS)
- Add Phone Calls Entries (iOS)
- Add Photos Entries (iOS)
- Add Plan Revision Entries (iOS)
- Add Productivity Entries (iOS)
- Add Quantities Log Entries (iOS)
- Add Safety Violation Log Entries (iOS)
- Add Scheduled Work Entries (iOS)
- Add Timecards Entries (iOS)
- Add Visitor Entries (iOS)
- Add Waste Log Entries (iOS)
- Add Weather Log Entries (iOS)
- Copy a Daily Log Item (iOS)
- Delete a Daily Log (iOS)
- Edit a Daily Log (iOS)
- Email a Daily Log (iOS)
- Mark a Daily Log as Complete (iOS)
- Review and Approve Pending Entries (iOS)
- Send Photos from the Photos tool to the Daily Log (iOS)
- View and Attach Files to a Daily Log (iOS)
- View and Manage Daily Logs in the Calendar View (iOS)
- Daily Log - User Permissions (iOS)
- Daily Log - Videos (iOS)
- Daily Log - Tutorials (iOS)
- Deficiency List (iOS)
- Deficiency List - Tutorials (iOS)
- Add a Photo to a Deficiency List Item (iOS)
- Close a Deficiency List Item (iOS)
- Create a Deficiency List Item (iOS)
- Create a Deficiency List Item with Quick Capture (iOS)
- Download Deficiency List Items (iOS)
- Edit a Deficiency List Item (iOS)
- Email Deficiency Items to Any User (iOS)
- Notify Assignees of Deficiency Items (iOS)
- Reassign a Deficiency List Item (iOS)
- Respond to a Deficiency List Item (iOS)
- Search and Filter the Deficiency List (iOS)
- View a Deficiency List Item (iOS)
- Deficiency List - User Permissions (iOS)
- Deficiency List - Videos (iOS)
- Deficiency List - Tutorials (iOS)
- Directory (iOS)
- Directory - Tutorials (iOS)
- Add a Company to the Project Level Directory (iOS)
- Add a Contact to your Device (iOS)
- Add a Person to the Project Level Directory (iOS)
- Add a Phone Calls Entry from the Directory (iOS)
- Add a User to a Project Using Their Profile Code (iOS)
- Search and Filter the Directory (iOS)
- Send Message or WhatsApp to a Contact (iOS)
- View the Directory (iOS)
- Directory - User Permissions (iOS)
- Directory - Tutorials (iOS)
- Documents (iOS)
- Drawings (iOS)
- Drawings - Tutorials (iOS)
- Access Recently Viewed Drawings (iOS)
- Add Measurements to a Drawing (iOS)
- Add Observations to a Drawing (iOS)
- Add Photos to a Drawing (iOS)
- Add Deficiency List Items to a Drawing (iOS)
- Compare Drawings (iOS)
- Create Observations with Quick Capture from a Drawing (iOS)
- Create or Link Coordination Issues on a Drawing (iOS)
- Create Deficiency List Items with Quick Capture from a Drawing (iOS)
- Create RFIs on a Drawing (iOS)
- Delete Drawing Markups (iOS)
- Disable Push Notifications for Drawings (iOS)
- Edit Drawing Markups (iOS)
- Email Drawings (iOS)
- Enable Push Notifications for Drawings (iOS)
- Filter Drawing Markups (iOS)
- Link a Correspondence Item on a Drawing (iOS)
- Link Items to a Drawing (iOS)
- Link Observations to a Drawing (iOS)
- Link RFIs on a Drawing (iOS)
- Mark Up a Drawing (iOS)
- Print Drawings (iOS)
- Publish Personal Drawing Markups (iOS)
- Search for and Filter Drawings (iOS)
- Share a Snapshot of a Drawing Comparison (iOS)
- Share Drawings Within Procore (iOS)
- Sync and Download Drawings (iOS)
- View Drawing Area (iOS)
- View Drawing Markups (iOS)
- View Drawings (iOS)
- Drawings - User Permissions (iOS)
- Drawings - Videos (iOS)
- Drawings - Tutorials (iOS)
- Forms (iOS)
- Incidents (iOS)
- Inspections (iOS)
- Inspections - Tutorials (iOS)
- Add Comments to an Inspection Item (iOS)
- Add Photos to an Inspection Item (iOS)
- Add Signers to an Inspection (iOS)
- Create an Inspection (iOS)
- Create an Observation from an Inspection (iOS)
- Create Inspections on a Drawing (iOS)
- Edit an Inspection (iOS)
- Email Inspections (iOS)
- Manage Push Notifications for Inspections (iOS)
- Perform an Inspection (iOS)
- Search for and Filter Inspections (iOS)
- Sign an Inspection (iOS)
- View Inspections (iOS)
- View Signatures on an Inspection (iOS)
- View the Activity Feed of an Inspection (iOS)
- Inspections - User Permissions (iOS)
- Inspections - Videos (iOS)
- Inspections - Tutorials (iOS)
- Instructions (iOS)
- Locations (iOS)
- Permissions
- Locations - Tutorials (iOS)
- Add Photos to a Location (iOS)
- Create a Deficiency List Item from a Location (iOS)
- Create an Incident from a Location (iOS)
- Create an Inspection from a Location (iOS)
- Create an Observation from a Location (iOS)
- Create an RFI from a Location (iOS)
- Scan a QR Code in the Locations Tool (iOS)
- Scan a QR Code in the Photos Tool (iOS)
- View Items Associated with a Location (iOS)
- Meetings (iOS)
- Models (iOS)
- My Time (iOS)
- Observations (iOS)
- Observations - Tutorials (iOS)
- Add a Comment to an Observation (iOS)
- Add Observations to a Drawing (iOS)
- Close an Observation (iOS)
- Create an Observation from an Inspection (iOS)
- Create an Observation (iOS)
- Create an Observation with Quick Capture (iOS)
- Download Observation Items (iOS)
- Edit an Observation (iOS)
- Email an Observation (iOS)
- Link Observations to a Drawing (iOS)
- Respond to an Observation (iOS)
- Search for and Filter Observations (iOS)
- View an Observation (iOS)
- Observations - User Permissions (iOS)
- Observations - Videos (iOS)
- Observations - Tutorials (iOS)
- Photos (iOS)
- Photos - Tutorials (iOS)
- Add a Comment to a Photo (iOS)
- Add a Location to a Photo (iOS)
- Add Photos to a Drawing (iOS)
- Bulk Edit Photos (iOS)
- Create a Photo Album (iOS)
- Create Before and After Photos (iOS)
- Create Items from Photos (iOS)
- Delete Photos (iOS)
- Download a Photo (iOS)
- Drag and Drop Images into Procore's Photos Tool (iOS)
- Edit a Photo's Information (iOS)
- Email a Photo (iOS)
- Mark Up a Photo (iOS)
- Mention Someone in a Photo Comment (iOS)
- Search for and Filter Photos (iOS)
- Send Photos from the Photos tool to the Daily Log (iOS)
- Sort Photo Albums (iOS)
- Take and Add Photos to an Album (iOS)
- View Photos (iOS)
- Photos - User Permissions (iOS)
- Photos - Videos (iOS)
- Photos - Tutorials (iOS)
- Prime Contracts (iOS)
- Project Dashboard (iOS)
- RFIs (iOS)
- RFIs - Tutorials (iOS)
- Change the Status of an RFI (iOS)
- Create a Change Event from an RFI (iOS)
- Create an RFI (iOS)
- Create RFIs on a Drawing (iOS)
- Download RFI Attachments (iOS)
- Edit an RFI (iOS)
- Email an RFI (iOS)
- Link RFIs to a Drawing (iOS)
- Mark an RFI Response as Official (iOS)
- Respond to an RFI (iOS)
- Search for and Filter RFIs (iOS)
- View RFIs (iOS)
- RFIs - User Permissions (iOS)
- RFIs - Videos (iOS)
- RFIs - Tutorials (iOS)
- Schedule (iOS)
- Specifications (iOS)
- Submittals (iOS)
- Tasks (iOS)
- Timesheets (iOS)
- Permissions
- Timesheets - Tutorials (iOS)
- Add a Crew to a Timesheet (iOS)
- Add Employees to a Timesheet (iOS)
- Add Quantities to a Timesheet (iOS)
- Approve a Timesheet (iOS)
- Bulk Enter Time Entry (iOS)
- Copy a Previous Timesheet (iOS)
- Create a Timesheet (iOS)
- Delete a Timesheet (iOS)
- Edit a Timesheet (iOS)
- Edit Quantities on a Timesheet (iOS)
- Review a Timesheet (iOS)
- Search for and Filter Timesheets (iOS)
- Set Up a Daily Reminder for Timesheets (iOS)
- Sign a Timesheet (iOS)
- Sign Timesheets for All Projects (iOS)
- View a Labour Budget to Actual Report (iOS)
- View a Timesheet (iOS)
- View Field Production Report (iOS)
- View Quantities on a Timesheet (iOS)
- View Timesheets for All Projects (iOS)
- Timesheets - Videos (iOS)
- T&M Tickets (iOS)
- Update the Procore iOS App
- Action Plans (iOS)
- Action Plans - Tutorials (iOS)
- Add Notes to an Action Plan Item (iOS)
- Add Records to Action Plan Items (iOS)
- Approve an Action Plan to be Performed (iOS)
- Perform an Action Plan (iOS)
- Remove Records from Action Plan Items (iOS)
- Request Records on Published Plans (iOS)
- Search and Filter Action Plan Items (iOS)
- Search and Filter Action Plans (iOS)
- Sign a Completed Action Plan (iOS)
- Sign an Action Plan Item (iOS)
- View an Action Plan (iOS)
- Action Plans - User Permissions (iOS)
- Action Plans - Tutorials (iOS)
- Conversations (iOS)
- Conversations - Tutorials (iOS)
- Add Items to a Message in the Conversations Tool (iOS)
- Create a Group in the Conversations Tool (iOS)
- Edit or Delete a Message in the Conversations Tool (iOS)
- Manage a Group in the Conversations Tool (iOS)
- Manage Push Notifications for the Conversations Tool (iOS)
- Mention a User in a Conversation (iOS)
- Reply to a Message in a Thread within a Conversation (iOS)
- Send a Message in the Conversations Tool (iOS)
- View Messages in the Conversations Tool (iOS)
- View Threaded Replies within a Conversation (iOS)
- Conversations - User Permissions (iOS)
- Conversations - Videos (iOS)
- Conversations - Tutorials (iOS)
- Project Overview Screen (iOS)
- Project Overview Screen - Tutorials (iOS)
- About the Project Overview Screen (iOS)
- Add and Manage Bookmarks (iOS)
- Configure Project Overview Screen Preferences (iOS)
- Configure the Tool Order for a Project (iOS)
- Manage Project Settings (iOS)
- Navigate to a Different Company in Procore (iOS)
- Navigate to a Different Project (iOS)
- Perform Quick Actions (iOS)
- Sort Projects (iOS)
- View Recent Drawings from the Project Overview Screen (iOS)
- Project Overview Screen - User Permissions (iOS)
- Project Overview Screen - Tutorials (iOS)
- Project Search (iOS)
- Home Screen (iOS)
- sidebar-screen-ios
- Camera (iOS)
- Procore iOS App - User Permissions
- Procore iOS App - Release Notes
- Procore iOS App - Troubleshooting Tips
- Procore iOS App - iOS Requirements
- Product Releases
- Changes by Tool
- Monthly Webinar
- New Releases
- 2019
- Action Plans: Add Forms as References and Records
- Action Plans: Add Meetings as a Record
- Action Plans: Add Meetings as a Reference
- Action Plans: Add Observations as a Reference and Record
- Action Plans: Bulk Edit Items in Templates
- Action Plans: Bulk Edit Items within a Plan
- Action Plans: Plan Level Progress Bar
- Admin: Application Versioning and Update Notification
- Tendering: Find and Invite Tenderers from the Procore Construction Network (Beta)
- Tendering: Flexible Response Types (Coming Soon)
- Commitments & Prime Contracts: Custom Fields for Single-Tier Change Orders (Beta)
- Correspondence: Modernized List View (Coming Soon)
- Correspondence: Visual Updates to Item Pages
- Admin: Create Configurable Fieldsets and Custom Fields for Action Plans
- Directory: Assignable Default Project Permissions Templates
- Directory: Assignable Company Permissions Templates
- ERP Integrations: Direct Export Feature
- Financial Management Quarterly Product Release: Q2
- Financial Management Quarterly Product Release: Q3
- Meetings: Modernized Meetings List View
- Mobile: Before and After Photos
- Mobile: New Sidebar and Home Screen Experience for Procore iOS and Android Apps
- Mobile: Share Drawings Within the Procore App
- Mobile: Sort Projects by Location
- Models: Create Coordination Issues from the Web Viewer
- Models: Sectioning Feature for Models in the Web Viewer
- Procore Analytics: Q2 2023 Release
- Procore Android App: No Longer Providing Updates for Android 9
- Procore Construction Network: Business Classifications
- Procore Conversations: New Conversations Tool for Messaging within Procore (Beta)
- Procore Estimating: Add 3D Takeoffs
- Procore Estimating: Apply WBS Budget Codes to an Estimate
- ERP Integrations: Project Financials + Jobpac™ Connector
- Procore Platform: Disable Overdue Item Emails on Weekends
- Procore Web: New Simplified Chinese Language Selection
- ERP Integrations: Project Financials + Workday® Connector (Coming Soon)
- Project Financials: Modernized Experience for Prime Contracts (Beta)
- Project Financials: Modernized Owner Invoice Experience (Beta)
- Mobile: Quick Capture Observations for Android
- Reports: Enhanced Reporting for Workforce Management
- RFIs: Modernized RFIs Experience
- Schedule: Modernized Project Level Calendar View
- Schedule: Updates to Company level Schedule
- Timesheets: Configurable Lunch Tracking
- Timesheets: Dynamic Time Review (Beta)
- Weekly Release Notes
- Release Notes for 2023-04-03
- Release Notes for 2023-04-10
- Release Notes for 2023-04-17
- Release Notes for 2023-04-24
- Release Notes for 2023-05-01
- Release Notes for 2023-05-15
- Release Notes for 2023-05-22
- Release Notes for 2023-05-29
- Release Notes for 2023-06-05
- Release Notes for 2023-06-12
- Release Notes for 2023-06-19
- Release Notes for 2023-06-26
- Release Notes for 2023-07-03
- Release Notes for 2023-07-17
- Release Notes for 2023-07-24
- Release Notes for 2023-08-07
- Release Notes for 2023-08-14
- Release Notes for 2023-08-28
- Products
- Procore Web (app.procore.com)
- Procore Custom Solutions
- Financial Management User Guides
- Just-in-Time Training (JITT)
- Procore Consulting Services
- Request Procore Consulting Services
- What can Procore's Field Productivity Consultation Package include?
- What can Procore's Financial Consultation Package for General Contractors include?
- What can Procore's Financial Consultation Package for Owners include?
- What can Procore's Financial Consultation Package for Specialty Contractors include?
- What can Procore's Preconstruction Consultation Package include?
- What can Procore's Project Management Consultation Package include?
- What can Procore's Quality & Safety Consultation Package include?
- Procore User Guide
- Company Level
- Company Admin Tool
- Company Admin Tool - FAQ
- Company Admin Tool - User Permissions
- Company Admin Tool - Release Notes
- Company Admin Tool - Tutorials
- About Configured Incidents Fieldsets and Field Options
- About Work Breakdown Structure
- Add a Classification
- Add a Custom Tender Type
- Add a Custom Department
- Add a Custom Owner Type
- Add a Custom Project Region
- Add a Custom Project Role
- Add a Custom Project Stage
- Add a Custom Project Type
- Add a Custom Trade
- Add a Job to Date Costs Column to a Budget View
- Add a Template Correspondence Type
- Add an Office Location
- Add Company Cost Codes
- Add Company Cost Types
- Add Company Level Observation Types
- Add Custom Options for Incident Fields
- Add Custom Segments
- Add Custom Translations to Observation Types
- Add New Project Dates
- Add a Permitted Project to a Data Connection App
- Add Root Cause Analysis Fields
- Add Segment Items
- Add Task Categories
- Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
- Add the Columns for the 'Budget Changes' Feature to a Budget View
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Add the Unit-Based Columns to a Procore Budget View
- View App Management Metrics
- Allow User Installs
- Apply Configurable Fieldsets to Projects
- Arrange the Company Budget Code Structure
- Assign a Budget View to a Procore Project
- Configure Access and Settings for the Conversations Tool (Beta)
- Configure Administrative Settings: Company Admin
- Configure Advanced Settings: Company Admin
- Configure Alerts and Severity for Incidents
- Configure Default Estimating Settings
- Configure Meeting Templates
- Configure Project Settings from the Company Admin Tool
- Configure Service Account Permissions
- Configure Settings for Exporting Inspections as PDFs
- Configure Single Sign-On in the Company Admin Tool
- Configure Tax Code Settings
- Configure Tool Settings from the Company Admin Tool
- Configure Your Company Settings
- Create a Company Level Action Plan Template
- Create a Company Level Form Template
- Create a Company Level Observation Template
- Create a Company Level Deficiency Item Template
- Create a Default Project Fieldset
- Create a Meeting Template
- Create a New Correspondence Type
- Create a New Expense Allocation
- Create a Deficiency Item Template Category at the Company Level
- Create Action Plan Statuses
- Create Action Plan Types
- Create Action Plan Verification Methods
- Create an App Configuration and Apply it to Projects
- Create a Company Level App Configuration
- Create Custom Sections
- Create Custom Submittal Log Statuses
- Create Custom Submittal Types
- Create a Global App Configuration
- Create New Configurable Fieldsets
- Create New Custom Fields
- Create a Service Account
- Create Your Company's Default Work Breakdown Structure
- Deactivate Segment Items
- Delete a Budget View
- Delete a Company Level Action Plan Template
- Delete a Company Level Form Template
- Delete a Company Level Observation Template
- Delete a Company Level Deficiency Item Template
- Delete a Custom Trade
- Delete a Meeting Template
- Delete a Deficiency Item Template Category at the Company Level
- Delete Action Plan Types
- Delete Action Plan Verification Methods
- Delete an Office Location
- Delete an App Configuration
- Delete Configurable Fieldsets
- Delete Custom Fields
- Delete Custom Options for Incident Fields
- Delete Observation Types
- Delete Root Cause Analysis Fields
- Delete a Service Account
- Delete Task Categories
- Edit a Correspondence Type
- Edit a Meeting Template
- Edit a Deficiency Item Template Category at the Company Level
- Edit an Existing Budget View
- Edit an Office Location
- Edit an App Configuration
- Edit Configurable Fieldsets
- Edit Custom Fields
- Edit Custom Options for Incident Fields
- Edit Custom Segment Settings
- Edit Observation Types
- Edit Root Cause Analysis Fields
- Edit Segment Items
- Enable Avatars
- Enable Participation in Procore User Surveys
- Enable SD Storage
- Enable Security Settings for Logins, Passwords and Session Timeout Intervals
- Enable Sub Jobs on Projects for WBS
- Enable the DocuSign® Integration on Your Company's Procore Account
- Export WBS Segments to CSV
- Install a Custom App
- Install an App from the Procore Marketplace
- Install an App from Procore
- Install a Data Connection App from the Marketplace
- Install an Embedded App
- Launch an Embedded App in a Company
- Manage App Install Requests
- Manage Custom Statuses for Correspondence Types
- Manage PDF Configurations for Exported Meetings
- Mark a Task Category as Inactive
- Mark an Observation Type as Inactive
- Migrating Data Connection Apps to Use Developer Managed Service Accounts
- Edit a Service Account
- Reactivate Segment Items
- Reinstall an App
- Remove an Office Logo
- Remove Configurable Fieldsets from Projects
- Remove Custom Fields from Configurable Fieldsets
- Remove a Permitted Project from a Data Connection App
- Reset the Client Secret for a Service Account
- Set the Default Change Management Configurations
- Set the Default Company Tendering Configuration
- Set the Defaults for Your Projects
- Set Up a Budget View for Custom Reporting
- Set up a New Budget View
- Set Up a New Forecasting View
- Set up Configurable Views for the Change Events Line Items View
- Set Up the Procore Labour Productivity Cost Budget View
- Turn T&M Ticket Sections ON and OFF
- Uninstall an App
- Update a Unit of Measure on the Unit of Measure Master List
- Update an Installed App
- Update the Employer Identification Number for Your Company's Procore Account
- Update the Tool Settings for Contracts
- Upload a Company Logo
- Upload an Office Logo
- View Account Information
- View API Request Metrics
- View Details on a Developer Managed Service Account
- View Information about an Installed App
- View Projects with App Configurations
- View the Certification Dashboard
- View the Company Cost Code Segment Settings
- View the Company Cost Type Segment Settings
- Company Admin Tool - Videos
- Company Admin Tool - Workflow Diagrams
- Company Directory
- Company Directory - FAQ
- Company Directory - User Permissions
- Company Directory - Release Notes
- Company Directory - Tutorials
- Add a Company to the Company Directory
- Add a Distribution Group to the Company Directory
- Add a User Account to the Company Directory
- Add an Existing User to Projects in Your Company's Procore Account
- Add Insurance to a Company Record in the Company Directory
- Allow Users to Create New Projects
- Assign a Company Permissions Template to a User in the Company Directory
- Assign a Project Permissions Template to a User in the Company Directory
- Change a User's Permissions to Company Tools in the Company Directory
- Change a User's Project Permissions Template in the Company Directory
- Configure Advanced Settings: Company Directory
- Customize the Column Display in the Directory Tool
- Delete a Distribution Group from the Company Directory
- Designate an Insurance Manager for Your Procore Company
- Download a vCard for a User Account in the Company Directory
- Download the Company or User Import Template
- Edit a Company in the Company Directory
- Edit a Contact in the Company Directory
- Edit a Distribution Group in the Company Directory
- Edit a User Account in the Company Directory
- Export the Company Directory to CSV or PDF
- Inactivate a Batch of Companies in the Company Directory
- Inactivate a Batch of User Accounts in the Company Directory
- Inactivate a Company in the Company Directory
- Inactivate a Contact in the Company Directory
- Invite a Batch of Procore Users to Join a Company's Procore Account
- Invite or Re-invite a User to Procore
- How to Log in to Procore Web (app.procore.com)
- Merge Companies
- Perform Bulk Actions on the Company Directory
- Reactivate a Batch of Companies in the Company Directory
- Reactivate a Batch of User Accounts in the Company Directory
- Reactivate a Company in the Company Directory
- Reactivate a Contact in the Company Directory
- Reactivate a User in the Company Directory
- Remove an Existing User from Projects in Your Company's Procore Account
- Remove Company Insurance
- Request Company and People Imports
- Respond to a 'Welcome to Procore' Email
- Search and Filter the Company Directory
- Send a Completed Company or User Import Template to Procore
- Set Tenderer Information at the Company Level
- Switch Between Views in the Company Directory
- Unlock a User Account in the Company Directory
- Update Expiring Insurance for a Vendor in the Company Directory
- Update the Company or User Import Template
- View Company Details in the Company Level Directory Tool
- View Merged Company History
- View User Details in the Company Level Directory Tool
- Company Directory - Videos
- Company Directory - Workflow Diagrams
- Company Documents
- Company Documents - FAQ
- Company Documents - User Permissions
- Company Documents - Release Notes
- Company Documents - Tutorials
- Add or Edit a File Description in the Company Level Documents Tool
- Check Files In or Out in the Company Level Documents Tool
- Configure Advanced Settings: Company Documents
- Create a New Folder in the Company Level Documents Tool
- Delete Files and Folders in the Company Level Documents Tool
- Download a Previous Version of a File in the Company Level Documents Tool
- Download Files and Folders from the Company Level Documents Tool
- Email Files or Folders from the Company Level Documents Tool
- Export Information from the Company Level Documents Tool
- Manage File and Folder Tracking in the Company Level Documents Tool
- Manage Permissions for Company Level Documents
- Open or Edit a File in Microsoft Office 365 Using the Company Level Documents Tool
- Rename a File in the Company Level Documents Tool
- Rename a Folder in the Company Level Documents Tool
- Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin
- Search for and Filter Company Level Documents
- Upload a New Version of a File in the Company Level Documents Tool
- Upload Files or Folders to the Company Level Documents Tool
- View a File in Microsoft Office 365 Using the Company Level Documents Tool
- View Documents in the Company Level Documents Tool
- Company Documents - Videos
- ERP Integrations
- Project Financials + Acumatica® Cloud ERP
- Project Financials + CMiC Connector
- ERP Integrations - FAQ
- ERP Tutorials
- Accept or Reject a Budget for Export to ERP
- Accept or Reject a CCO for Export to ERP
- Accept or Reject a Commitment for Export to ERP
- Accept or Reject a Company for Export to ERP
- Accept or Reject a PCCO for Export to ERP
- Accept or Reject a Project for Export to ERP
- Accept or Reject a Sub Job for Export to ERP
- Accept or Reject Cost Codes for Export to ERP
- Accept or Reject Subcontractor Invoices for Export to ERP
- Add an ERP Company to the Procore Company Directory
- Add an ERP Job to Procore
- Add Columns to a Budget View for ERP Job Cost Transaction Detail
- Add ERP Standard Cost Codes to a Project
- Add ERP Standard Cost Codes to the Company Level Admin Tool
- Archive an ERP Company in Procore
- Archive and Unarchive Cost Codes Synced With an ERP Integration
- Assign Default Cost Types To ERP Standard Cost Codes
- Configure Advanced Settings: ERP Integrations
- Configure Cost Code Preferences for ERP
- Configure the Sync Schedule for your ERP Integration
- Consolidate Duplicate Companies in the Company Directory
- Consolidate and Link ERP Companies to Procore Companies
- Create Standard Cost Codes in Procore and Sync to your ERP System
- Delete a CCO Synced with ERP
- Delete a Commitment Synced with ERP
- Delete Cost Type Assignments from a Synced ERP Project Cost Code List
- Delete Project Cost Codes from an ERP Integrated Project
- Edit a Commitment Synced with ERP
- Enable ERP Job Cost Transaction Syncing on a Procore Project
- Enable or Disable ERP Direct Exports
- Export a CCO to ERP
- Export a Commitment to ERP
- Export a PCCO to ERP
- Export a Procore Budget to ERP
- Export a Procore Company Record to ERP
- Export Subcontractor Invoices from Procore to ERP
- Import a Budget from ERP
- Import a Prime Contract from an Integrated ERP System into Procore
- Import an ERP Sub Job to a Procore Project
- Link ERP Companies to Procore Companies
- Refresh the Cost Codes on an ERP Integrated Project
- Re-Import a Budget from ERP
- Re-import a Prime Contract from an Integrated ERP System into Procore
- Remove Duplicate Companies from the Company Directory
- Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
- Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Company to ERP Integrations for Accounting Acceptance
- Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Sub Job to ERP Integrations for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Restore an Archived ERP Company for ERP Integrations
- Retrieve a Budget from ERP Before Acceptance
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Retrieve a Company from ERP Integrations Before Acceptance
- Retrieve a PCCO from ERP Integrations Before Acceptance
- Retrieve a Project from ERP Before Accounting Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Send a Budget to ERP Integrations for Accounting Acceptance
- Send a CCO to ERP for Accounting Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Send a PCCO to ERP Integrations for Accounting Acceptance
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Send a Procore Project to ERP for Accounting Acceptance
- Send a Sub Job to ERP Integrations for Accounting Acceptance
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Send Unsynced ERP Standard Cost Codes to ERP Integrations for Accounting Acceptance
- Sync Job Cost Transactions from an Integrated ERP into Procore
- Sync Paid Invoice Notifications from ERP into Procore
- Unlink a Company Synced with ERP
- Unlink CCOs Synced with ERP
- Unlink Commitments Synced with ERP
- Unlink Subcontractor Invoices Synced with ERP
- View an ERP Job Costs Report
- View a List of Synced Sub Jobs
- View an Accountant Report for ERP
- View an ERP Unsyncable Direct Costs Report
- View the Archived Companies List for ERP
- Project Financials + MRI Platform X® Connector
- Project Financials + NetSuite® Connector
- ERP Integrations - User Permissions
- QuickBooks® Online: Connects Procore to QuickBooks® Online
- ERP Integrations - Release Notes
- Things to Know about your ERP Integration
- Troubleshooting
- ERP Integrations - Tutorials
- Accept or Reject a Budget for Export to ERP
- Accept or Reject a CCO for Export to an Integrated ERP System
- Accept or Reject a Commitment for Export to ERP Integration
- Accept or Reject a Company for Export to ERP
- Accept or Reject a Sub Job for Export to ERP Integration
- Accept or Reject Subcontractor Invoices for Export to ERP
- Add ERP Standard Cost Codes to a Project
- Archive an Integrated ERP System Vendor in Procore
- Assign Default Cost Types To Cost Codes
- Configure Cost Code Preferences for ERP
- Configure ERP Integrations Settings
- Edit a Commitment synced with ERP Integrations
- Edit the Name of a Sub Job in a Procore Project
- Export a Procore Company Record to ERP Integration
- Export Subcontractor Invoices to an Integrated ERP System
- Export Your Approved Subcontractor Invoices to ERP workflow
- Import an ERP Sub Job to a Procore Project
- Import an ERP Vendor to Procore's Company Directory
- Link a Vendor from an Integrated ERP System with a Procore Company
- Request to Enable the ERP Integrations Tool
- Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
- Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Sub Job to ERP Integrations for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Retrieve a Budget from ERP Integrations Before Acceptance
- Send a Budget to ERP Integrations for Accounting Acceptance
- Send a CCO to ERP Integrations for Accounting Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Unlink CCOs Synced with an Integrated ERP System
- Unlink Commitments Synced with an Integrated ERP System
- Unlink Subcontractor Invoices Synced with ERP
- View a List of Synced Sub Jobs
- Project Financials + Workday® Connector
- Project Financials + Xero™ Connector
- Project Financials + Yardi Voyager®
- Company Inspections
- Company Inspections - FAQ
- Company Inspections - User Permissions
- Company Inspections - Release Notes
- Company Inspections - Tutorials
- Add Custom Response Sets to a Company Level Inspection Template
- Clone a Company Level Inspection Template
- Configure Advanced Settings: Company Level Inspections
- Create a Company Level Inspection Template
- Create a Custom Response Set for Inspections
- Create an Inspection Type
- Delete a Company Level Inspection Template
- Delete a Custom Response Set for Inspections
- Delete an Inspection Type
- Edit a Company Level Inspection Template
- Edit a Custom Response Set for Inspections
- Export Company Level Inspection Templates as a PDF
- Retrieve a Company Level Inspection Template from the Recycle Bin
- Search and Filter for Inspection Templates
- View the Change History of an Inspection Template
- Company Inspections - Videos
- Permissions Tool
- Permissions Tool - FAQ
- Permissions Tool - User Permissions
- Permissions Tool - Release Notes
- Permissions Tool - Tutorials
- Assign Company Permissions Templates in the Permissions Tool
- Assign Default Project Permissions Templates in the Permissions Tool
- Create a Company Permissions Template
- Create a Project Permissions Template
- Delete a Company Permissions Template
- Delete a Project Permissions Template
- Duplicate a Company Permissions Template
- Duplicate a Project Permissions Template
- Edit a Company Permissions Template
- Edit a Project Permissions Template
- Export Company Permissions Templates
- Export Project Permissions Template Assignments
- Export Project Permissions Templates
- Grant Granular Permissions in a Company Permissions Template
- Grant Granular Permissions in a Project Permissions Template
- Manage Company Permissions Templates
- Manage Project Permissions Templates
- Rename a Company Permissions Template
- Rename a Project Permissions Template
- Search for and Filter Users in the Permissions Tool
- Planroom
- Portfolio
- Portfolio - FAQ
- Portfolio - User Permissions
- Portfolio - Release Notes
- Portfolio - Tutorials
- Add Favourites to the Company Tools Menu
- Add Filters to the Portfolio Views
- Add Project Notes
- Apply a Project Template to a New Project
- Change Your Login ID Email Address for Your Procore User Account
- Change Your Password
- Configure a Project Template
- Configure Advanced Settings: Portfolio
- Configure the Add Filter Options for the Portfolio Tool
- Create a New Project
- Create Custom Portfolio Reports
- Edit a Project Template
- Export a List of Projects from the Company Portfolio
- Export Your 'My Open Items' List for a Company Account
- Navigate to a Favourite Tool
- Revoke Access for My Connected Apps
- Search the Company Portfolio for Projects
- Set and Apply Favourites for the Project Tools Menu
- Set the Dashboard View Permissions
- Set User Permissions for the Portfolio Tool
- Set Up and Manage Your Favourites
- Show Portfolio Projects in Map View
- Switch Between Financial Views
- Switch Between the Portfolio Views
- Switch Between Views in the Projects List
- Track Important Project Dates
- Upload Your Avatar or Profile Photo to Procore
- View Inactive Projects in the Company Portfolio
- View My Open Items in the Portfolio Tool
- View the Executive Dashboard in the Portfolio Tool
- View the Health Dashboard in the Portfolio Tool
- Portfolio - Videos
- Prequalification Portal
- Prequalifications
- Prequalifications - FAQ
- Prequalifications - User Permissions
- Prequalifications - Release Notes
- Prequalifications - Tutorials
- Add a Comment on a Prequalification Form
- Assign a Prequalification Primary Contact
- Bulk Invite Companies to Prequalify
- Configure Advanced Settings: Prequalifications
- Create a Change Request for a Prequalification Form
- Create a Custom Prequalification Question
- Customize the Column Display in the Prequalification Tool
- Delete a Comment on a Prequalification Form
- Edit a Custom Prequalification Question
- Edit the Prequalification Form
- Filter Prequalification Forms
- Invite a Company to Prequalify
- Preview the Prequalification Form
- Review a Submitted Prequalification Form
- Set the Status on a Prequalification Form
- View a Comment on a Prequalification Form
- View a Company's Prequalification Information
- View the Change History of a Prequalification Form
- View the Prequalification Company List
- Prequalifications - Videos
- Prequalifications - Workflow Diagrams
- Programs
- Company Reports
- Company Reports - FAQ
- Company Reports - User Permissions
- Company Reports - Release Notes
- Company Reports - Tutorials
- Add a Visual to a Custom Company Report
- Aggregate Data in a Custom Company Report
- Assign a Custom Report to All Projects
- Clone a Custom Company Report
- Configure Advanced Settings: Company Reports
- Create a Calculated Column in a Custom Report
- Create a Custom Company Report
- Create a Custom Company Report Dashboard
- Delete a Custom Company Report
- Distribute a Snapshot of a Custom Company Report
- Download an Open Submittals Report
- Edit a Custom Company Report
- Enhanced Reporting: Assign a Report to All Projects
- Enhanced Reporting: Clone a Report
- Enhanced Reporting: Create a Calculated Column
- Enhanced Reporting: Create a Custom Report
- Enhanced Reporting: Data Guide
- Enhanced Reporting: Delete a Report
- Enhanced Reporting: Distribute a Snapshot of a Report
- Enhanced Reporting: Edit a Report
- Enhanced Reporting: Export a Report
- Enhanced Reporting: Share a Report
- Enhanced Reporting: View a Report
- Export a Custom Company Report
- Share a Custom Company Report
- Share a Custom Company Report Dashboard
- View a Report
- Company Reports - Videos
- Schedule
- Timecard
- Company Timesheets
- Company Timesheets - FAQ
- Company Timesheets - User Permissions
- Company Timesheets - Release Notes
- Company Timesheets - Tutorials
- Configure Advanced Settings: Company Level Timesheets
- Configure the Company Timesheets Payroll Settings
- Customize the Column Display in the Company Level Timesheets Tool
- Delete a Timecard Entry in the Company Level Timesheets Tool
- Duplicate Your Company's Timesheets in Bulk
- Edit a Timecard Entry in the Company Level Timesheets Tool
- Edit Your Company's Timesheets in Bulk
- Export a Timer List as an IIF file from QuickBooks® Desktop
- Export Timecard Entries from Procore to Import into QuickBooks® Desktop
- Export Timesheet Data from Procore into Sage 300 CRE®
- Export Your Company's Timecard Entries to CSV
- Import Procore Time Entries into QuickBooks® Desktop
- Mark a Timecard Entry as Completed in the Company Level Timesheets Tool
- Reallocate Timecard Entry Hours for an Employee
- Search for and Filter Employee Timesheets
- Set the Rounding Rule for Your Company Timesheets
- Set Up your Payroll Export for use with Sage 300 CRE®
- Transfer Procore Timecard Entries to QuickBooks® Desktop
- View a Timecard Entry in the Company Level Timesheets Tool
- Company Timesheets - Videos
- Company Timesheets - Workflow Diagrams
- (Beta) Workflows Tool
- Workflows Tool - FAQ
- Workflows Tool - User Permissions
- Workflows Tool - Release Notes
- Workflows Tool - Tutorials
- (Beta) About the Workflows Beta Program
- (Beta) Add Additional Assignees to a Custom Workflow Step
- (Beta) Add Custom Responses for Workflows
- (Beta) Assign a Custom Workflow Template to a Project
- (Beta) Configure a Custom Workflow Template on a Project
- (Beta) Create a Custom Workflow Template
- (Beta) Delete a Custom Workflow Template
- (Beta) Delete Custom Responses for Workflows
- (Beta) Duplicate a Custom Workflow Template
- (Beta) Edit a Custom Workflow Template
- (Beta) Edit Custom Responses for Workflows
- (Beta) Publish a Custom Workflow Template
- (Beta) Respond to a Custom Workflow
- (Beta) Restart a Custom Workflow
- (Beta) Return a Workflow to a Previous Step
- (Beta) Start a Custom Workflow
- (Beta) Transition your Company to Self-Serve Workflows
- (Beta) Self-Serve Workflows User Guide
- (Beta) View a Custom Workflow on a Project
- Workflows Tool - Videos
- Workflows Tool - Workflow Diagrams
- Workforce Planning
- Workforce Planning - Release Notes
- Workforce Planning - Tutorials
- Add or Edit Custom Fields for a Workforce Assignment
- Add or Edit Custom Fields for a Workforce Request
- Add or Edit Custom Fields for People in Workforce Planning
- Add or Edit Custom Fields for Projects in Workforce Planning
- Add or Edit Tags for People in Workforce Planning
- Add or Edit Tags for Projects in Workforce Planning
- Add People to Workforce Planning
- Assign or Edit a User's Notification Profile in Workforce Planning
- Assign Project Roles for Workforce Planning
- Bulk Delete People in Workforce Planning
- Bulk Delete Projects in Workforce Planning
- Bulk Delete Time Off in Workforce Planning
- Bulk Delete Workforce Assignments
- Bulk Delete Workforce Requests
- Bulk Edit People in Workforce Planning
- Bulk Edit Projects in Workforce Planning
- Bulk Edit Workforce Assignments
- Bulk Edit Workforce Requests
- Change a User's Permission Template in Workforce Planning
- Configure Assignment and Request Statuses for Workforce Planning
- Configure Company Details in Workforce Planning
- Configure Costing in Workforce Planning
- Configure Custom Fields for Workforce Planning
- Configure Default Assignment Alerts for Workforce Planning
- Configure Groups for Workforce Planning
- Configure Job Titles for Workforce Planning
- Configure Notification Profiles for Workforce Planning
- Configure QR Codes for Workforce Planning
- Configure Sensitive Fields for Workforce Planning
- Configure Tags for Workforce Planning
- Create a Workforce Assignment
- Create a Workforce Request
- Create Custom Assignment Alerts for Projects
- Create Notes About People in Workforce Planning
- Create Notes About Projects in Workforce Planning
- Create Permissions Templates for Workforce Planning
- Create Project Categories for Workforce Planning
- Create Projects in Workforce Planning
- Create QR Codes for People
- Create QR Codes for Projects in Workforce Planning
- Create Saved Reports in Workforce Planning
- Create Saved Views in Workforce Planning
- Create Time Off in Workforce Planning
- Create Workforce Assignments Using Rapid Assign
- Delete a Workforce Assignment
- Delete a Workforce Request
- Delete or Inactivate a Project in Workforce Planning
- Delete or Inactivate People in Workforce Planning
- Delete Permissions Templates for Workforce Planning
- Delete Time Off in Workforce Planning
- Download the Time Off List
- Edit a Workforce Assignment
- Edit a Workforce Request
- Edit or Delete Saved Reports in Workforce Planning
- Edit or Delete Saved Views in Workforce Planning
- Edit People in Workforce Planning
- Edit Permissions Templates for Workforce Planning
- Edit Project Details in Workforce Planning
- End a Workforce Assignment
- Export the Assignment History Report
- Export the Assignments Gantt
- Export the Availability Look-Ahead Report
- Export the People List
- Export the Project List
- Export the Tags Requiring Action Report
- Export the Time Off List
- Export the Totals Dashboard
- Export the Workforce Assignments List
- Export the Workforce Report
- Export the Workforce Request List
- Fill a Workforce Request
- Manage Archived Messages for Workforce Planning
- Manage Attachments for People in Workforce Planning
- Manage Attachments for Projects in Workforce Planning
- Manage Draft Assignment Alerts for Workforce Planning
- Manage Draft Messages for Workforce Planning
- Manage Open Assignment Alerts for Workforce Planning
- Manage Scheduled Assignment Alerts for Workforce Planning
- Manage Scheduled Messages for Workforce Planning
- Manage Sent Messages for Workforce Planning
- Manage Starred Messages for Workforce Planning
- Manage Wage Overrides in Workforce Planning
- Manage Your Inbox for Workforce Planning
- Respond to a Workforce Planning Message
- Respond to Assignment Alerts for Workforce Planning
- Search and Filter the Assignments Gantt
- Search and Filter the Totals Dashboard
- Search, Sort, and Filter People on the Assignments Boards
- Search, Sort, and Filter Projects on the Assignments Boards
- Search, Sort, and Filter the People List
- Search, Sort, and Filter the Project List
- Search, Sort, and Filter the Time Off List
- Search, Sort, and Filter the Workforce Requests List
- Send a Message for Workforce Planning
- Send Assignment Alerts in Workforce Planning
- Set Up Your SMS and Email Signature in Workforce Planning
- Sort and Filter the Workforce Assignments List
- View Activity about a Person in Workforce Planning
- View Activity about a Project in Workforce Planning
- View and Configure the Project Workforce Graph
- View and Edit Time Off in Workforce Planning
- View Closed Assignment Alerts for Workforce Planning
- View Notifications in Workforce Planning
- View People Details in Workforce Planning
- View Tag Attachments for Projects
- View Tag Expiration Dates and Attachments for People
- View the Activity Dashboard
- View the Assignments Boards
- View the Assignments Gantt
- View the Map Dashboard
- View the People List
- View the Projects List
- View the Time Off List
- View the Totals Dashboard
- View the Workforce Assignments List
- View the Workforce Requests List
- Workforce Planning - Videos
- Company Admin Tool
- Project Level
- Action Plans
- Action Plans - FAQ
- Action Plans - User Permissions
- Action Plans - Release Notes
- Action Plans - Tutorials
- Add Assignees to Published Plans
- Add Records to Action Plan Items
- Approve an Action Plan to be Performed
- Configure Action Plans Notification Settings
- Copy Action Plan Items and Sections
- Create a Custom Report for Action Plans
- Create an Action Plan
- Create and Edit a Project Level Action Plan Template
- Delete a Project Level Action Plan Template
- Delete an Action Plan
- Edit an Action Plan
- Enable the Action Plans Tool
- Export Action Plan to a PDF
- Perform an Action Plan
- Remove Records from Action Plan Items
- Request Records on Published Plans
- Retrieve a Deleted Project Level Action Plan Template
- Retrieve an Action Plan from the Recycle Bin
- Search and Filter Action Plan Items
- Search and Filter Action Plans
- Sign a Completed Action Plan
- Sign an Action Plan Item
- Update the Status of an Action Plan
- View an Action Plan
- Action Plans - Videos
- Action Plans - Workflow Diagrams
- Project Admin Tool
- Project Admin Tool - FAQ
- Project Admin Tool - User Permissions
- Project Admin Tool - Release Notes
- Project Admin Tool - Tutorials
- Activate Budget Codes on a Project
- Add and Remove Project Tools
- Add Custom Segments to the Project Budget Code Structure
- Add Equipment
- Add Tiered Locations to a Project
- Add Segment Items to a Project
- Add Spec Sections to the Admin Tool
- Add 'Sub Job' Segment Items to a Procore Project
- Allow or Disallow Users to Create Locations within a Tool
- Arrange the Project Budget Code Structure
- Assign an Office Location to a Project
- Assign Project Cost Codes to Sub Jobs
- Change a Project's Stage of Construction
- Change a Project's Status to Active or Inactive
- Change the Name of a Procore Project
- Change the Project Address
- Close Out a Project
- Configure Settings: Project Admin
- Copy Company Cost Codes to a Project
- Copy Company WBS Segments to a Project
- Copy Directory From One Project to Another
- Create Your Project's Work Breakdown Structure
- Deactivate Budget Codes on a Project
- Delete Budgeted Labour Hours and Budgeted Production Quantities for the Timesheets Tool
- Delete Tiered Locations from a Project
- Delete Spec Sections from the Admin Tool
- Delete Sub Jobs from a Project
- Delete Unused Segment Items from a Project
- Download the Procore Plugin to Import Locations from Revit®
- Edit Budget Code Descriptions on a Project
- Edit Tiered Locations
- Edit Project Tendering Configuration
- Edit Segment Items on a Project
- Edit Spec Sections in the Admin Tool
- Edit Sub Jobs on a Project
- Enable ERP Billed Rate Transaction Syncing on a Procore Project
- Enable ERP Job Cost Transaction Syncing on a Procore Project
- Enable or Disable the DocuSign® Integration on a Procore Project
- Enable the Labour Productivity Cost Features for Project Financials
- Export Locations
- Generate and Print QR Codes for Locations
- Import Locations Using the Procore Plugin for Revit®
- Import Spec Sections to the Admin Tool
- Remove Segments from the Project Budget Code Structure
- Request a Multi-tiered Locations Import
- Request to Import Segment Items for WBS
- Set Project Working Days
- Set the Project Type
- Set Up a Labour Budget to Actual Report for the Timesheets Tool
- Set Up Budgeted Production Quantities for the Timesheets Tool
- Update General Project Information
- Upload a Project Logo
- Project Admin Tool - Videos
- Project Admin Tool - Workflow Diagrams
- Tendering
- Tendering - FAQ
- Tendering - User Permissions
- Tendering - Release Notes
- Tendering - Tutorials
- About Tender Management Enhanced Experience
- Add a New Company to the Directory from the Tendering Tool
- Add a New Contact to the Directory from the Tendering Tool
- Add Tenderers from the Directory to a Tender Form
- Add Tenderers from the Procore Construction Network to a Tender Form
- Add Tenderers to a Tender Form
- Add New Companies and Contacts to the Company Directory from the Tendering Tool
- Add Notes to the Tender List
- Award a Tender and Convert it to a Subcontract or Purchase Order
- Award a Winning Tender and Convert it into a Purchase Order
- Award a Winning Tender and Convert it into a Subcontract
- Check the Status of Your Tender
- Configure Advanced Settings: Tendering
- Create a Tender Form
- Create a Tender Package
- Create a Tendering Report
- Customize the Column Display in the Tendering Tool
- Delete a Tender Form
- Delete a Tender Package
- Download Tender Documents
- Edit a Tender Form
- Edit a Tender Package
- Export a Tender Package
- Export a Tender Package's Tender Files
- Export a Tender Package's Tender List
- Export a Tender Sheet
- Filter and Group the Tender List
- Filter and Sort Tendering Information
- Import Tender Forms to the Tendering Tool
- Indicate Your Intention to Tender
- Invite Tenderers
- Level Tenders for a Tender Form
- Preview a Tender Form
- Reinvite Users to Tender
- Edit Tenderers on the Tender Invitation
- Resend Invitations to Tender
- Respond to Pre-Tender Questions
- Retrieve a Tender Package from the Recycle Bin
- Review Submitted Tender
- Search for and Filter Companies to Add to a Tender Form
- Search for and Invite Tenderers
- Send a New Correspondence in the Tendering Tool
- Send Bulk Correspondences
- Soft Award a Tender
- Submit a Tender
- Submit a Place a tender on Behalf of a Tenderer
- Submit a Pre-Tender Question
- Update a Submitted Tender
- Update and Redistribute a Tender Package
- Update Tender Documents
- Upload Tender Documents to the Documents Tool
- View a Tender Form
- View a Tender Package
- View an Activity Log
- View and Manage Tenderers on a Tender Form
- View Tender Files
- Tendering - Videos
- Tendering - Workflow Diagrams
- Budget
- Budget - FAQ
- Budget - User Permissions
- Budget - Release Notes
- Budget - Tutorials
- About the Budget Detail Tab
- About the Procore Standard Budget View
- About the Procore Standard Forecast View
- Add a Budget Line Item
- Add a Goods & Services Tax (GST) to a Budget
- Add a Partial Budget Line Item
- Add Budgeted Production Quantities to a Project's Budget
- Apply Advanced Forecasting Curves
- Apply the View, Group, and Filter Options on the Budget Detail Tab
- Apply the View, Snapshot, Group and Filter Options on a Budget View
- Approve Budget Changes
- Configure Settings: Budget
- Configure the ERP Budget Export Settings for Sage 300 CRE®
- Create a Budget Modification
- Create a Budget Snapshot
- Create a Custom Budget Report
- Create Budget Changes
- Delete a Budget Line Item
- Edit a Budget
- Edit Budget Changes
- Export a Budget to an Integrated ERP System
- Export Budget Changes
- Import a Budget
- Import Installed Production Quantities for the Labour Productivity Cost Budget View
- Lock a Budget
- Migrating to Budget Changes from Budget Modifications
- Read a Budget
- Send a Budget to ERP Integrations for Accounting Acceptance
- Set up a Budget in a New Procore Project
- Unlock a Budget
- Unlock a Budget with Budget Modifications
- Use the 'Forecast to Complete' Feature
- View Budget Change Detail for a Budget Line Item
- View Budget Changes
- View Budget Reports
- View and Filter the Change History of the Budget
- Void Budget Changes
- Budget - Videos
- Budget - Workflow Diagrams
- Change Events
- Change Events - FAQ
- Change Events - Permissions
- Change Events - Release Notes
- Change Events - Tutorials
- Add a Change Event Line Item to an Unapproved Commitment
- Add a Change Event Line Item to an Unapproved Commitment CO
- Add a Change Event Line Item to an Unapproved Prime Potential Change Order
- Add a Related Item to a Change Event
- (Legacy) Add Change Event Line Items
- Add Cost ROM, RFQ & Non-Commitment Cost Source Columns to a Budget View
- Add Change Event Line Items
- Add the Change Events Columns to a Budget View (Including Revenue ROM)
- Assign and Send an RFQ to a Collaborator
- Bulk Create Commitment Change Orders from a Change Event
- Clone a Change Event
- (Beta) Clone Change Events
- Configure Settings: Change Events
- Create a Budget Modification from a Change Event
- Create a Change Event from an Observation
- Create a Change Event from an RFI
- Create a Client Contract Change Order from a Change Event
- Create a Commitment Change Order from a Change Event
- Create a Commitment Potential Change Order from a Change Event
- Create a Funding Change Order from a Change Event
- Create a Prime Contract Change Order from a Change Event
- Create a Prime PCO from a Change Event
- Create a Purchase Order from a Change Event
- Create a Subcontract from a Change Event
- Create Budget Changes from a Change Event
- Create Change Events
- Create RFQs from a Change Event
- Delete a Change Event
- (Beta) Delete Change Events
- Edit a Change Event
- Edit Change Events
- (Beta) Email Change Events
- Enable/Disable the Unit-Based Columns on the Change Events Tool
- Export a Change Event
- Link a Schedule of Values Line Item to a Change Event Line Item
- Record Changes to Production Quantities in a Change Event
- Respond to an RFQ on Behalf of a Collaborator
- Retrieve a Deleted Change Event
- Review RFQ Responses
- Search for and Apply Filters to the Change Events Tool
- Submit a Quote as a Collaborator
- (Legacy) View a Change Event
- (Legacy) View Change Events Summary
- View Change Events
- View, Filter and Search RFQs
- View or Edit Markup Estimates on Change Event Line Items
- Void a Change Event
- Change Events - Videos
- Change Events - Workflow Diagrams
- Change Orders
- Change Orders - FAQ
- Change Orders - User Permissions
- Change Orders - Release Notes
- Change Orders - Tutorials
- Add a Related Item to a Commitment Change Order
- Approve or Reject a Change Order
- Approve or Reject Commitment Change Orders
- Approve or Reject Prime Contract Change Orders
- Configure Advanced Settings: Change Orders
- Configure the Number of Change Order Tiers on a Project Financials Tool
- Create a Change Order
- Create a Change Order from a Change Event
- Edit a Change Order
- Enable the Change Orders Tool
- Export a Change Order
- Export a List of Change Orders to CSV or PDF
- Forward a Change Order to a Project User by Email
- View Change Orders
- Change Orders - Videos
- Change Orders - Workflow Diagrams
- Commitments
- Commitments - FAQ
- Commitments - User Permissions
- Commitments - Release Notes
- Commitments - Tutorials
- About Subcontractor Invoices
- About the Commitments Tool
- Accept or Decline an 'Invite to Bill' as an Invoice Contact
- Add a Line Item to a Commitment's Schedule of Values
- Add a New Payment to the Payments Issued Tab of a Commitment
- (Legacy) Add a Related Item to a Purchase Order or Subcontract
- Add a Subcontractor SOV to a Commitment
- Add Financial Markup to Commitment Change Orders
- Add Invoice Contacts to a Purchase Order or Subcontract
- Allow or Prevent Overbilling on a Subcontractor Invoice
- Approve and Sign a Subcontract
- Change the Privacy Settings for a Commitment
- Complete a Commitment Change Order with DocuSign®
- Complete a Commitment Contract with DocuSign®
- Complete Subcontractor Invoices with DocuSign®
- Configure Advanced Settings: Commitments
- Configure the Default Privacy Settings for New Commitments
- Configure the Number of Commitment Change Order Tiers
- Create a Commitment
- Create a Commitment Change Order
- Create a Commitment Potential Change Order
- Create a Payment Schedule
- (Legacy) Create a Purchase Order
- (Legacy) Create a Subcontract
- Create a Subcontractor Invoice for the Release of Retainage
- Create an Invoice on Behalf of an Invoice Contact
- Delete a Commitment Change Order
- Delete a Commitment Synced with an Integrated ERP System
- Delete a Purchase Order or Subcontract
- Delete a Subcontractor Invoice from the Commitments Tool
- Edit a Commitment
- Edit a Commitment Synced with an Integrated ERP System
- (Legacy) Edit a Purchase Order
- (Legacy) Edit a Subcontract
- Edit the Advanced Settings Tab on a Commitment
- Email a Purchase Order or Subcontract
- Enable Financial Markup on a Commitment
- Enable or Disable the Subcontractor SOV Tab on a Commitment
- Enable or Disable the Subcontractor SOV Tab on the Commitments Tool
- Enable Retainage on a Purchase Order or Subcontract
- Enable Sliding Scale Retention Rules on Subcontractor Invoices
- Enable the Payments Issued Tab on a Commitment
- Export a Commitment Change Order to an Integrated ERP System
- Export a Commitment
- Export a Commitment to an Integrated ERP System
- Export a Commitments List
- Import Commitment SOV Line Items from a CSV File
- Manage Rows & Columns in the Commitments Tool
- Request to Reset a Commitment Synced with an Integrated ERP System
- Review a Subcontractor SOV for a Commitment
- Review a Subcontractor Invoice as an Admin
- Revise & Resubmit an Invoice as an Invoice Contact
- Search for and Apply Filters to the Commitments Tool
- Send a CCO to ERP Integrations for Accounting Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Set or Release Retainage on a Subcontractor Invoice
- Submit a New Invoice as an Invoice Contact
- Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool
- View a Purchase Order
- View a Subcontract
- View Commitments
- View Inclusions/Exclusions on a Subcontract
- View the Change History of a Commitment
- Commitments - Videos
- Commitments - Workflow Diagrams
- Coordination Issues
- Coordination Issues - FAQ
- Coordination Issues - User Permissions
- Coordination Issues - Release Notes
- Coordination Issues - Tutorials
- Add or Manage Comments on a Coordination Issue
- Associate a Model with a Procore Project
- Close a Coordination Issue
- Configure Advanced Settings: Coordination Issues
- Create a Coordination Issue
- Create Coordination Issues on a Drawing
- Delete a Coordination Issue
- Download the Procore Coordination Issues Plugin for Navisworks®
- Download the Procore Documents Plugin for Autodesk®
- Edit a Coordination Issue
- Elevate a Coordination Issue to an RFI
- Action Plans
- Company Level
- Procore Web (app.procore.com)