Procore Navigation & General Protocols
To access any specific tool like RFIs or Drawings, you must first click this dropdown menu located in the top-left of the project shell.
What is the "Project Tools" dropdown?
This person is the "RFI Manager" responsible for reviewing, routing, and tracking RFIs in the CPO system.
Who is the CPO Project Manager?
This format is the mandatory file type for all drawing attachments uploaded to Procore.
What is PDF?
This term refers to the contract or work order assigned to a 1st tier vendor in Procore.
What is a Commitment?
This is the mandatory first step/tool for tracking any potential unforeseen costs before they become a Change Order.
What is a Change Event (CE)?
According to the SOP, this role is responsible for uploading drawing sets, viewing published drawings, and maintaining field sets.
Who is the Contractor?
If you upload an RFI question as an attachment, you must still type this phrase (at minimum) into the "Question" field to proceed.
What is "see attached"?
This tab in the Drawings Tool automatically organizes sheets by Discipline, Drawing No., and Title for general viewing.
What is "Current Drawings"?
Before a Contractor can submit an SSOV, this CPO Finance role must first enter the contract value and invite the GC to bill.
Who is the Invoice Lead?
In the CPO Procore account, this is the acronym for the document that officially increases or decreases the Prime Contract value.
What is a PCCO (Prime Contract Change Order)?
These are the only two tools that "talk" directly between the GC's internal Procore account and the City's CPO Procore account via the Connection Manager.
What are Drawings and RFIs?
Before clicking "Create" on a Submittal, you must scroll to the "Submittal Workflow" section and select this to ensure the review path is correct.
What is a "Predefined Template"?
During a drawing upload, if you attempt to edit a Revision Number to one that already exists for that sheet, Procore will display this.
What is an error message?
When completing your Subcontractor Schedule of Values (SSOV), the "Remaining to Allocate" amount must equal this number before you can submit.
What is $0?
For a "1st Tier" Change Order in the CPO account, the workflow moves directly from a Change Event to this.
What is a Prime Contract Change Order (PCCO)?
To maintain data integrity, Specifications must be uploaded to these two distinct tools in both the GC and City accounts.
What are the Specifications Tool and the Documents Tool?
If a Submittal is returned with the status "Revise and Resubmit," the Contractor must click this specific button in the top-right corner of the submittal view.
What is "Create Revision"?
When uploading a drawing set with 8 or more sheets, this specific window appears to help you verify Drawing Numbers and Titles.
What is the "Help Procore Auto-Label Your Upload" window?
If you cannot create an invoice, you should check this list of prerequisites: Commitment is approved, You are invited, and this specific timeframe has been set to "Open" by Finance.
What is the Billing Period?
In a "3rd Tier" process (occurring in the GC's internal PMIS), this document type is added between the Change Event and the Potential Change Order.
What is a Change Order Request?
If a General Contractor needs to submit monthly invoices, this specific user must be granted "Admin Permissions" under the Invoicing Tool in the City’s account.
Who is the GC’s Project Accountant?
If you are creating a Submittal WF and cannot find a predefined workflow template that fits, you are instructed to do this.
What is "Notify the Ops Team"?
To add a drawing revision with the same revision field as an existing one, one of these three fields must be unique.
What are Drawing Set Name, Drawing Date, or Received Date?
While Prime Contracts exist in both accounts, the City does not require GCs to link these entities to the City's Procore Directory for financial line items.
Who are individual Subcontractor Companies?
If you are ready to submit a Change Order, you must first verify two statuses are "Approved": The Commitment itself and this corresponding document.
What is the Contractor SSOV (Subcontractor Schedule of Values)?