Getting Started

Pre-Construction

Monitor Project Activity

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

Documentation Management ​

1. Upload and Manage Project Schedule
2. Manage Documents | Training Video
3. Manage RFIs
4. Create and Distribute Submittals
5. Create Meetings
6. Upload Drawings  | Training Video
7. Upload Drawing Revisions

Financial Management 

1. Manage Budget
2. Manage Prime Contracts
3. Manage Commitments (Purchase Orders and Subcontracts)

Interactions with Design Team

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

Interactions with Subcontractors

1. Create Purchase Orders (Commitments)
2. Create Subcontracts (Commitments)
3. Create an Invoice on Behalf of a Subcontractor
4. Add Payments Issued
5. Create Commitment Change Orders
6. Create Punch List | Training Video
7. Create an Observation

Interactions with Owner

1. Distribute Meeting Minutes
2. Create Owner Invoices
3. Create a Prime Contract Change Order
   • Create a Potential Change Order for a Prime Contract
   • Create Change Order Requests (COR)

Project Close-out

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