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How do I set up a project in Procore?

Background

You are a Project Manager or Project Engineer and have been invited to run a project in Procore. Soon, you'll oversee all aspects of the project, and would like to know how to get started.     

Answer

Although every company uses Procore differently, we have compiled the following steps for basic project setup and Procore training. 

1. Initial Training

  • Procore Fundamentals
    • Complete the Procore Fundamentals Certification course. We recommend this course to Project Managers/Project Engineers for a thorough overview of Procore's construction management software from the most basic to the most in-depth action. 
  • Role-Based Certification 

2. Project Setup

  • Project
    • Follow this step-by-step tutorial to Add a New Project. Your project in Procore will be the hub for all of your documents, communication, and collaboration. 
  • Directory
    • The Project Directory is a directory of the project's collaborators contact information. To set up the directory, you'll want to start with a Bulk Add from your Company's Directory. If there are any collaborators that are missing from this list you'll want to Add a Person to the Project Directory.
      (Note: Adding a person to the Project Directory automatically adds them to the Company Directory)
  • Documents
    • Review the functionality of the Documents tab. This is where you will store project-specific documents that need to be accessed in the field. 
  • Go Mobile

3. Resources

  • Support Site
    • Learn how to Navigate Procore's Support Site. The Support Site is filled with comprehensive and easy-to-navigate tutorials, answers to frequently asked questions, training videos, and more.
    • Chat support is available Monday through Friday, 7:00AM EST - 12:00 Midnight (EST) and Saturday through Sunday, 1:00PM-11:00PM (EST). 
  • Participate in Continued Training 

See Also 

 

 

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Last modified
09:19, 12 Aug 2016

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