Procore Basics
You forgot your password. What do you do?
The "Reset Password" link on the login page.
Where can you see the list of users on a project?
Directory Tool > Search Function
How do you know you're viewing an old drawing set?
You have a question about anything Procore related. What email address do you send the question to?
procore@res-group.com
How do I find a revision of an old document?
Desktop: Under "Version"
Procore Drive: Selecting the Document
How do you upload the necessary inspection templates to your project?
Inspections > Configurations > Import Company Templates
Where do you update your project role in Procore?
Home Page > Edit
Where does Procore automatically save schedules after they're uploaded into the "Schedules" tool?
"Schedules" folder in Documents Tool
Where in Procore do you create NCR's?
Correspondence Tool
Where you do find an outline of the standard folder structure?
Project Home Page > Right Panel > Procore SOP's
Someone on site has been terminated. How do you remove them from the Procore project?
Directory Tool > Select Name > Bulk Actions Drop Down > Remove User from Project
You need to create a meeting template for your weekly call. Show me how you do this.
Meetings Tool
There are 17 project management tools in Procore. What are 6 tools where you store project information OUTSIDE of the document tool?
RFIs
Submittals
Meetings
Inspections
Observations
Photos
Drawings
Specifications
NCR Tool (correspondence tool)
You want to create a report that shows you all the inspections created by Claire Elkin, in the last month, on the Sandbox Project. Show me how you create this.
Reports Tool
What is the importance of the Observation tool and when do we use it?
All failed items collected in the Observations Tool