Short for Australian Business Number.
A supplement to documents, issued prior to taking receipt of bids, for the purpose of clarifying, correcting, or otherwise changing bid documents previously issued.
An accounting approver is an individual with the authority to accept and reject Procore data for export to an integrated ERP system (e.g., Dexter + Chaney Spectrum, QuickBooks, or Sage 300 CRE). See What is the Accounting Approver Role?
Short for Architecture, Engineering, and Construction (AEC).
Short for Architect Field Report.
A legal relationship by which one party is empowered and obligated to act on behalf of another party.
Also known as CM as Agent. A form of CM performed in a defined relationship between the CM and owner. The agency form of Construction Management establishes a specific role of the CM acting as the owner's principal agent in connection with the project/program.
See Meeting Item.
Short for American Institute of Architects.
See Trade-Off Study.
The bidder who has submitted the lowest bid for a division of work described in bid documents, a proposal form, or proposed contract.
In Procore, an approval framework defines the primary capabilities that are available when users create, manage, review, and respond to submittals. Currently, the submittal workflow framework is supported in Procore.
In Procore, an approval path refers to the steps that a submittal must go through before it reaches the final approval stage. The initial approval path for submittals is defined by the approval workflow. However, the path across a submittal's lifecycle can be altered by members of the submittal's workflow. For example, an approver might forward a submittal to another Procore user for review or the submittal might need to be rejected, and then revised and resubmitted to approvers.
In Procore, an approval process refers to a predefined sequence in which designated members of the approval workflow are required to review a submittal before it can be closed and distributed to the assigned subcontractors. Currently, the submittal workflow framework supports both sequential approval (this is the default setting) and parallel approval.
In Procore, an approval workflow designates the list of individuals who respond to submittals (i.e., approve, reject, etc.) in accordance with the rules that have been determined by the approval framework and approval process being used.
The list of contractors that have been pre-qualified for the purpose of submitting responsible, competitive bids.
A person who designs and guides a plan, project, etc.
An Architect Field Report (AFR) is a required report where the architect visits a field site and produces a report to keep the owner apprised of construction progress and the quality of work being completed. It is a record of a project's progress, job site decisions, concerns and is typically issued by the architect after each field visit. The AIA developed a form (e.g., G711™–1972, Architect Field Report) which defines the information that should generally be included in the report. However, most architecture firms include more information in a report than what is included on the G711.
An Architect's Supplemental Instructions (ASI) is a formal notice issued from an architect to address and resolve minor, non-contractual, issues that might arise during the construction process. It addresses how work should proceed and is used to resolve issues where the instructions do not change the contract terms. The AIA developed a form (e.g., G710™–1992, Architect's Supplemental Instructions) which defines the information that should generally be included in the report.
ASI forms are added to the original contract data and legally modify the original contract details. These changes are usually minor and provide clarification and small changes, such as slightly altering dimensions or changing a color scheme, to be implemented by the architect. ASI should not change the cost quoted on the contract or alter the contract timeline.
Drawings or plans that show the work, as actually installed. Also known as Record Drawings. A general contractor is required to maintain as-built drawings and submit them to the owner and architect at the end of the construction phase. GC’s often require major subcontractors to submit "as-builts" for their scope of work.
Short for Architect's Supplemental Instructions.
The term, Attic Stock, is used to describe excess/surplus construction material that are either left over from a job and taking up storage space. The term is also used to refer to materials that have been ordered intentionally, typically as part of a contractual obligation, to ensure that identical materials are available for future replacement and/or repairs on a project.
A delivery method which entails a commitment by the Construction Manager (CM) to deliver the project within a Guaranteed Maximum Price (GMP). The CM acts as consultant to the owner in the development and design phases, but as the equivalent of a general contractor during the construction phase. When a construction manager is bound to a GMP, the most fundamental character of the relationship is changed. In addition to acting in the owner's interest, the construction manager also protects him/herself.
An Australian Business Number (ABN) is an 11 digit number assigned by the Australian Business Register (ABR) to identify business entities operating in Australia.
In Procore, being designated as the Ball In Court (BIC) person indicates that an action is required by the designee. For example, in the Submittals tool, it refers to the designated reviewer on a submittal's approval workflow when the Submittals tool is configured to use the sequential approval process. It denotes that an action is required from the set individual before it can proceed to the next designated reviewer in the approval workflow. Typically, the Ball In Court person must submit a response (e.g., approve, reject, etc.) to the submittal item or submittal package. The Ball in Court concept is also used with the Project level RFIs tool.
Short for Ball in Court
An offer to perform the work described in contract documents at a specified cost.
A pledge from a surety to pay the bond amount to the owner in the event the Bidder defaults on its commitment to enter into a contract to perform the Work described in the Bid Documents for the bid price.
The documents issued to the contractor(s) by the owner which describe the proposed Work and contract terms. Bid documents typically include: drawings, specifications, contract forms, general and supplementary general conditions, proposal or bid forms, and other information.
The degree to which a set of Bid Documents could be reasonably expected to permit a bidder to establish a competitive price to perform the Work as defined in the Bid Documents.
A formal review of the contract documents, addendum, and reference documents to be accomplished with respect to the local construction marketplace and the bid packaging strategy so as to eliminate ambiguities, errors, omissions, and contradictions, for the purpose of minimizing bid prices in the procurement phase and disputes during construction.
Short for Building Information Modeling.
A pledge from a surety guaranteeing the performance of the obligation defined in the bond, including the completion of work or payment of the bond amount to the obligee (owner or contractor) in the event of a default, or nonpayment by a principal (contractor or subcontractor), as with bid, performance and labor and material bonds.
Additional compensation paid or to be paid to a contractor by the owner as a reward for accomplishing predetermined objectives that are over and above the basic requirements of the contract between the owner and contractor.
An estimate of the cost of work based on preliminary information, with a qualified degree of accuracy.
In Procore, a budget modification is a transfer of money from one budget line item to another budget line item. Budget modifications are created in a project's Budget tool, instead of creating a Prime Contract Change Order (PCCO). To create a budget modification, the budget must be locked (see Lock a Budget).
Building Information Modeling (BIM) is a term used in the construction management industry to describe the technologies used to generate and manage digital representations (i.e., images) of facilities (i.e., construction sites). BIM technologies provide design and construction teams with the opportunity to generate digital models that simulate the construction process, including actions and issues at the site with the overall goal of improving safety, correcting issues and problems, and analyzing potential impacts prior to the physical construction process.
Short for Contract Adminstration.
Short for Certified Business Enterprise. For more information, visit CBE Program History on the Department of Small and Local Business Development's web site.
Short for California Counties Architects and Engineers Association. Visit CCAEA - California Counties Architects and Engineers
Short for Commitment Contract Change Order.
Short for Construction Change Directive.
Short for Commitment Change Order.
Short for Construction Documents.
Short for Continuing Education.
A Change Order (CO) is a written agreement or directive between contracted parties which represents an addition, deletion, or revision to the contract documents, identifies the change in price and time and describes the nature (scope) of the work involved. Also known as Contract Modifications. Change Orders may exist between the owner and the General Contractor (GC) and/or the GC and subcontractors.
The Change Orders by Line Item (COBLI) feature allows users to choose what level of detail to show change orders on their payment applications and financial markups. For example, this feature gives users the ability to bill at the PCO level, instead of the PCCO level on their payment applications. See Create a Payment Application.
Conditions or circumstances, physical or otherwise, which alter the conditions or circumstances on which the contract documents were based.
A formal demand for compensation, filed by a contractor or the owner with the other party, in accordance with provisions of the Contract Document (CD). Tends to lead to form legal action and may escalate to litigation.
Short for Construction Management.
Short for Change Order.
Short for Change Orders by Line Item.
Building commissioning (Cx) is the process of verifying, in new construction, all (or some, depending on scope) of the subsystems for mechanical (HVAC), plumbing, electrical, fire/life safety, building envelopes, interior systems (example laboratory units), cogeneration, utility plants, sustainable systems, lighting, wastewater, controls, and building security to achieve the owner's project requirements as intended by the building owner and as designed by the building architects and engineers. Recommissioning is the methodical process of testing and adjusting the aforementioned systems in existing buildings.
In Procore, the term commitment refers to a subcontract or a purchase order. These commitments represent a legally enforceable financial agreement that must be fulfilled on a construction project. See Commitments (Project Level).
A Commitment Change Order (CCO) details a potential change in costs that will affect the contract. There are two (2) ways to create a CCO in Procore. See Create a Commitment Change Order (CCO) and Create a CCO from a Change Event.
A committed cost is an investment or obligation that has already been made and cannot be recovered.
A company administrator is an individual who is responsible for setting up your organization's new Procore account. The company administrator must be assigned 'Admin' level permissions on the company and project levels of the Procore application.
The ease with which a project can be built, based upon the clarity, consistency, and completeness of the contract documents for bidding, administration, and interpretation to achieve overall project objectives.
The process of evaluating the construction documents for clarity, consistency, completeness, and ease of construction to achieve overall project objectives. General Contractors and key subcontractors may perform this review as part of the design process for the owner and/or architect.
The sum established, normally during the planning or design phase, as available for construction of the project.
The documents which provide the basis for the contract entered into between parties. They typically include the bid documents updated to reflect the agreement between the owner and the contractor(s) including but not limited to the drawings, specifications, project requirements, and other written documents.
All costs attributed to the construction of the project, including the cost of contracts with the contractor(s), construction support items, general condition items, all purchased labor, material, and fixed equipment.
A professional Construction Manager (CM) acts as an extension of staff to the owner and manages the entire project with pre-planning, design, construction, engineering and management expertise that can assure the best possible project outcome no matter what type of project delivery method used. A CM is NOT a general contractor. Few owners maintain the staff resources necessary to pay close, continuing attention to every detail—yet these details can "make or break" a project. CM is often used interchangeably with Project Manager (PM). CM’s may be firms independent from the Ownership entity.
A Construction Management Plan (CMP) is a written document prepared by the CM, which clearly identifies the roles, responsibilities and authority of the project team and the procedures to be followed during construction.
A graphic, tabular or narrative representation or depiction of the time of construction of the project, showing activities and duration of activities in sequential order. Often in Gantt Chart format.
Construction Specifications Canada (CSC) is a national multi-disciplinary, non-profit association with chapters across Canada. CSC develops and delivers quality education programs, publications and services for the betterment of the construction community. Visit Construction Specifications Canada.
Construction Specifications Institute (CSI) CSI is a national association of volunteers, including specifiers, architects, engineers, contractors, facility managers, product representatives, manufacturers, owners and others who are experts in building construction and dedicated to improving the communication of construction information. Visit Construction Specifications Institute (CSI).
An amount of money reserved by the owner and/or the General Contractor (GC) to pay for unforeseen changes in the work or increases in cost. May be “hidden” by GC so that it can be used internally, or may be a transparent cost that is tracked by the GC and openly shared with the owner.
Construction Administration (CA) is the function of implementing the terms and conditions of a contract, based upon established systems, policies, and procedures. Also referred to as CA or “C.A.” and additionally used to refer to the role of the architect in the construction phase to attend meetings, go to site, and so on.
The licensed organization or individual who undertakes responsibility for the performance of the work, in accordance with plans, specifications and contract documents, providing and controlling the labor, material and equipment to accomplish the work.
Short for Construction Management Plan.
Short for Change Order Request.
In Procore, a cost code is used to group individual project costs by their nature of function.
The function of limiting the cost of the construction project to the established budget based upon owner-approved procedures and authority.
All costs attributed to the construction of the project, including the cost of contracts with the Contractor(s), construction support items, general condition items, all purchased labor, material and fixed equipment.
The act of managing all or partial costs of a planning, design, and construction process to remain within the budget.
A cost plus is a contract type where the owner agrees to pay all construction costs plus an agreed upon markup percentage.
Builder’s Risk Insurance (also known as “course of construction”) is a specialized form of insurance designed to insure buildings or projects against repair or replacement costs while they are under construction and, in some cases, for a specified period afterwards. This insurance will usually also cover build materials, fixtures and appliances all of which are intended to become an integral part of the structure under construction. The policy may be held by the Project Owner or by the Contractor depending on the requirements of the job.
Short for Critical Path Method.
A schedule representing important events along the path to project completion. All milestones may not be equally significant. The most significant are termed "major milestones" and usually represent the completion of a group of activities. See also Milestone Schedule.
Critical Path Method (CPM) is a scheduling technique used to plan and control a project. CPM combines all relevant information into a single plan defining the sequence and duration of operations, and depicting the interrelationship of the work elements required to complete the project. The critical path is defined as the longest sequence of activities in a network which establishes the minimum length of time for accomplishment of the end event of the project. A variety of software tools are used to build and manage CPM schedules (e.g., Microsoft Project and Oracle Primavera P6 are both commonly used in the industry).
Short for Customer Relationship Management (CRM).
Short for Construction Specifications Canada.
Short for Construction Specifications Institute.
Short for Cross-Site Request Forgery.
See Granular Permissions.
Short for building commissioning.
Short for Design-Bid-Build.
Short for Detailed Design or Design Development. See Design - Preliminary.
In Procore, default permission levels are comprised of a set of permissions that allow users to perform a collection of related tasks in a Procore tool. Currently, the default permission levels are None, Read Only, Standard, and Admin (Note: To learn more about the default permission levels for each Procore tool, go to the Procore Support site's Home page (https://support.procore.com/). Then under the 'Browse by' menu, select the desired tool and click the Permissions tab).
Design-Build is a project delivery method which combines architectural and engineering design services with construction performance under one contract agreement.
The individual or organization that performs the design and prepares plans and specifications for the work to be performed. The designer can be an architect, an engineer, or an organization which combines professional services.
Traditionally the first stage of the designer’s basic services. In the schematic stage, the designer ascertains the requirements of the project and prepares schematic design studies consisting of drawings and other documents illustrating the scale and relationships of the project.
The transition from the schematic phase to the completion of the design development. During this stage ancillary space is developed and dimensions are finalized. Outline specifications are developed into technical specifications; sections are delineated and elevations are defined. Also known as Design Development.
The stage of the design process when drawings and specifications are completed for construction bid purposes. It is preceded by the preliminary design stage, and followed by the procurement phase. The designation used by designers for the last part of the design process prior to procurement.
The field costs directly attributed to the construction of a project, including labor, material, equipment, subcontracts and their associated costs. This definition is a broader definition than that of Procore’s Direct Costs tool which is meant to capture direct costs that are not associated with a commitment (contract) such as temporary trailer costs, supervision payroll paid by GC, and so on.
A distribution group is a collection of users. In Procore, distribution groups give your end users an easy way to send email messages and notifications to members of the group, instead of having to add individual recipients to an email message or notification. Distribution groups can be created at either the Company or Project level. Once created, groups can then be added as recipients in the To, Cc, and other recipient fields in Procore's Company and/or Project level tools. For example, you might create distribution groups named ‘Owner/CM’, 'Foremen/Superintendents', or ‘Accounting’ to keep stakeholders informed of relevant Procore activities.
A draw request is a payment application from the subcontractor to the contractor. In Procore, a draw request is tied to a commitment and is used when the subcontractor needs money to work on a project before the job has come to completion and they have been paid.
Denotes an 'Equipment' line item type on a Prime Contract.
Short for Employer Identification Number.
An End of Life (EOL) date defines the calendar date on which production of new releases, updates, and fixes for a software product, service, or feature ends.
An End of Support (EOS) date defines the date that technical support for a software product, service, or feature ends.
Short for End of Life.
Short for End of Support.
Short for Extract-Transform-Load.
Enterprise Resource Planning (ERP) is a type of business-management software that can be used to collect, store, manage and data from many business activities, including construction and property management software and accounting systems (e.g., Dexter + Chaney Spectrum, QuickBooks, or Sage 300 CRE).
An Employer Identification Number (EIN) is a nine-digit number assigned by the Internal Revenue Service (IRS) to identify business entities operating in the United States.
Short for Enterprise Resource Planning.
The current estimate of the remaining costs to be incurred on a project at a specific point in time.
The process of dividing the design of a project into phases in such a manner as to permit construction to start before the entire design phase is complete. The overlapping of the construction phase with the design phase.
Short for Federal Tax Identification Number. See Employer Identification Number.
An order issued at the site by the owner or CM to clarify and/or require the contractor(s) to perform work not included in the contract documents. A field order normally represents a minor change not involving a change in contract price or time and may or may not be the basis of a change order.
The date on which the terms of all construction contracts have been satisfied.
Contingency time that exists on a schedule of activities. It is measured by comparing the early and late dates on a start and finish basis.
Directed work accomplished by the contractor outside of the contract agreement.
Short for Factory Mutual International 3.
A G702 (Officially known as the AIA G702™–1992, Application and Certificate for Payment) is an industry-standard, payment form developed by the American Institute of Architects (AIA). The form is completed by a contractor in application for payment. It requires the contractor to show the status of the contract sum to date, including the total dollar amount of the work completed and stored to date, the amount of retainage (if any), the total of previous payments, a summary of change orders, and the amount of current payment requested.
A G703 (Officially known as the AIA G703™–1992, Continuation Sheet) is an industry-standard, payment form developed by the American Institute of Architects (AIA) that breaks the contract sum into portions of the work in accordance with a Schedule of Values (SOV) prepared by the contractor as required by the general conditions.
A section of general clauses in the Contract Specifications that establish how the project is to be administered. Included are obligations such as providing temporary work, insurance, field offices, etc. Costs associated with General Conditions, often referred to as GC’s, is carried in its own division of the estimate/budget. Generally don't involve swinging a hammer or installing something permanently.
A general contractor is a contractor with primary contract responsibility for the construction, improvement, or renovation . The GC is the party who signs the Prime Contract for a construction project. This is the party that is responsible for completing and/or overseeing all facets of the construction, improvement, or renovation project. See also Prime Contractor.
In the Procore web application, the term granular permissions refers to the ability to assign granular task privileges to new or existing permission templates created in the Company Directory tool. See Grant Granular Permissions in a Permission Template.
A legally enforceable assurance by a third party of satisfactory performance, quality or quantity of products or work during a specific period of time stated and included in the contract in the event the product or work fails to perform properly. Manufactured items often come with a manufacturer’s guarantee and works in conjunction with a warranty from the General Contractor or Subcontractors. See also Warranty.
A contractual form of agreement wherein a maximum price for the work is established based on an agreed-to scope. Cost-type contract (also known as an open-book contract) where the contractor is compensated for actual costs incurred plus a fixed fee subject to a ceiling price. Abbreviated as GMax or GMP.
Short for General Contractor.
Short for Guaranteed Maximum Price.
hh2 (www.hh2.com) is a third-party cloud service that works Procore's ERP Integrations tool to synchronize data when the ERP Integrations tool in Procore is configured for Sage 300 CRE. See Sage 300 CRE: Setup Guide.
The hh2 synchronization client is a third-party client application developed by hh2. When the ERP Integrations tool is enabled on a company's Procore account and the tool is configured to work with Sage 300 CRE, your Procore point of contact will work with your Procore Administrator to install and configure the hh2 synchronization client on your Sage 300 CRE Server. This allows data to sync between your Sage 300 CRE database server and Procore.
Short for HyperText Transfer Protocol Secure.
Short for Heating, Ventilation, and Air Conditioning.
A protocol that ensures secure communications over the Internet. Often abbreviated as HTTPS, it is a secure, encryped connection for HyperText Transfer Protocol (HTTP) communication. This helps to ensure the privacy when data is exchanged.
Short for Identity Provider.
An Identity Provider (IdP) provides the identifiers required for users to interact with a system. Procore's supported Single Sign-On (SSO) solutions can be configured to work with different identity providers. See What is Single Sign-On?
Short for Invitation For Bid.
In Procore, an insurance manager is an internal employee at your company who serves as your organization's primary point of contact for ensuring that the insurance policies for your vendors (e.g., contractors, subcontractors, and other vendors) are in compliance with requirements and that their policy and certificate information is kept up-to-date in Procore. Insurance information for your vendors can be added and maintained in Procore's Company and Project level Directory tools. The responsibilities of an insurance manager include:
The term, integrated ERP System, is used to refer to the Enterprise Resource Planning (ERP) software that is configured to work with Procore's Company level ERP Integrations tool (e.g., Dexter + Chaney Spectrum, QuickBooks, or Sage 300 CRE).
The International System of Units is a widely used metric system of measurement.
Short for JD Edwards.
Short for Job to Date.
In the construction industry, a kickoff meeting refers to a group assembly that takes place at the start of a project to introduce members of the project team, review project objectives, as well as to review and discuss items related to site logistics, project phases, and scheduling. After your company purchases Procore, representatives from your company will be invited to attend a Kickoff Meeting with your Procore point of contact to get the implementation process started.
Denotes a 'Labor' line item type on a prime contract.
Short for Liquidated Damages.
A claim made against a property by a contractor or other professional who has supplied labor or materials for work on that property. Designed to protect professionals from the risk of not being paid for services rendered. Subcontractors and GCs are both entitled to file liens on Projects due to lack of payment.
A lien waiver is a document from a contractor, subcontractor, materials man, equipment lessor or other party stating they have received the payment and waive any future lien rights to the property.
Life cycle costs include all costs incident to the planning, design, construction, operation, maintenance and demolition of a facility, or system, for a given life expectancy, all in terms of present value.
An amount of money usually set on a per-day basis, which the contractor agrees to pay the owner for delay in completing the Work in accordance with the contract documents - If you are late to finish, you start paying a daily LD cost to compensate the owner. Abbreviated as LDs.
The identification given to material and equipment having an extended delivery time and which may be considered for early procurement and purchase. Items which would be delivered too late for timely installation if their procurement or purchase were included as part of the procurement for the entire contract or project.
The time interval between purchase and delivery of long‑lead items.
The bidder who has submitted the lowest bid, which is determined to be responsive and responsible for a division of work described in a bid document, proposal form or contract. Refers to both GC’s and Subs.
Denotes a 'Materials' line item type on a Prime Contract.
The MasterFormat is an organization standard that the defines that master list of Divisions, Sections, and Section Titles for construction project specifications in the United States and Canada. It is authored by the Construction Standards Institute (CSI) and Construction Specifications Canada (CSC).
An executive level summary schedule identifying the major components of a project, their sequence and durations. The schedule can be in the form of a network, Milestone Schedule, or bar chart. May include entitlements, design phase, construction, move-in, etc.
In Procore, a meeting item (a.k.a., an 'agenda item') is single, distinct topic on a meeting agenda. If you are facilitating a meeting using Procore's Meetings tool, you can add categorized or uncategorized meeting items to any meeting that you create.
Short for Mechanical, Electrical, and Plumbing.
A schedule representing important events along the path to project completion. All milestones may not be equally significant. The most significant are termed "major milestones" and usually represent the completion of a group of activities.
Short for Manual of Procedures.
Short for Microsoft Project file.
Short for Measurement System Analysis. It's a specifically designed experiment that seeks to identify the components of variation in the measurement.
Short for Month to Date.
Short for North American Numbering Plan.
Work that does not meet the requirements of the contract documents.
The North American Numbering Plan (NANP) is a telephone numbering plan comprised of 25 regions in 20 countries.
A formal document informing an individual or organization of successfully securing a contract.
A formal document and/or point in the project's life cycle authorizing an individual or organization to commence work under its contract. The issuance of the notice to proceed typically marks the end of a procurement phase.
Short for Notice to Proceed (with construction).
Denotes an 'Other' line item type on a prime contract.
Short for Owner-Architect-Contract.
Short for Owner-Architect-Contract Meeting. A meeting between the project owner, the architect on the design team, and the general contractor.
Short for Online Transaction Processing.
Short for Operations and Procedures.
Online Transaction Processing (OTP) is a data warehousing term used to describe transaction-oriented applications.
Refers to the 'Owner Cost' line item on a prime contract.
A form of Construction Management that does not use an independent construction management organization as a team member. The owner performs all required Construction Management services with in‑house staff.
The individual representing the owner on the project team. May work directly for the ownership or may be a consultant hired by the ownership.
Short for Procore for Desktop. This is a legacy product that has since been replaced by Procore Drive.
Parallel Approval is a backend configuration option that defines the approval process for responding to submittals. It provides reviewers with the ability to submit their responses (e.g., approve, reject, etc.) concurrently.
Short for payment application.
A payment application (also called a Pay App) is an application that indicates project work has been completed by a contractor (or subcontractor) and defined the invoice and payment terms for remitting payment to the contractor. The Pay App can then be emailed from Procore to the owner. See Create a Payment Application (Pay App).
Short for Prime Contract Change Order.
Short for Potential Change Order.
A punitive measure, usually associated with failure to fulfill a contractual obligation.
A pledge from a surety to pay the bond amount to the Obligee (owner or contractor) in the event of a default in performance of contractual obligations.
In Procore, a permission template is a set of role-based permissions that can be assigned to one (1) or more Procore users on a project (e.g., Architect/Engineer, Project Manager, Subcontractor, etc.). The permission settings in a template define which Procore tools users can gain access to, as well as what information users can edit or see in each tool. Managing user access to Procore with permission templates is a simpler alternative to managing unique access permissions for each individual user. See also company permission template and project permission template.
An incremental approach to construction or design and construction. Each overlapping or sequential phase or element to have a defined work scope and to be considered as a separate project. Common for large projects with multiple buildings.
Short for Project Manager.
Short for Project Management Office.
The period following substantial completion. May also be referred to as close out.
A Potential Change Order (PCO) represents any potential change in cost that would affect the project's Prime Contract (i.e. the contract between the owner and general contractor). Potential Change Orders are typically created by the general contractor (GC) to receive a pricing estimate from subcontractors for changes on a project that affect a project's scope of work, construction schedule, which are expected to result in additional project costs. A PCO can contain one or more pricing items that may involve multiple subcontractors. Depending on whether or not the owner agrees to pay for some or all of the proposed changes, any PCO runs the risk of impacting the overall profitability of the project. Commitment Change Order (CCO) are generated from a PCO.
For Procore users, PP is short for the Asta Powerproject file name extension. See Asta Powerproject.
The period before schematic design commences, during which the project is initiated and the program is developed; the planning and conceptual phase.
A direct contract with an owner. It can be a single contract and/or include the work specified for several contracts depending upon division of work. Typically refers to the contract between the GC and the Owner. When enabled on a project in your company's Procore account, Procore provides a Prime Contract tool (see Prime Contract).
In Procore, a Prime Contract Change Order (PCCO) is a change order that affects the prime contract. It typically consists of a bundle of Change Order Requests (CORs) that must be approved by the owner in a two- or three-tier setup.
A Procore Administrator is the person (or people) at your company who are responsible for managing the Procore application in your environment. These individuals are granted 'Admin' level permission on both the Company and Project level tools in Procore. To learn about this person's roles and responsibilities, see Procore Administrator.
Services provided by a professional or by an organization that has specific competence in a field of endeavor that requires professional (and technical) knowledge and capabilities and that meets recognized standards of performance.
In Procore, a project permission template can only be assigned to an end user who has been added to the corresponding project's Directory tool. See also permission template and company permission template.
Short for Pending Revised Contract.
A program is plan of action that typically also possesses the goal of accomplishing a clear business objective. In Procore, a company can add custom program names to organize their Procore projects so they are in alignment with an organization's unique program objective (see Add Programs). For example, a company may want to organize their projects by region (e.g., Northeast, Southwest, etc.), others may want to organize project by business sector (e.g., Federal Contracts, Commercial Projects, Residential Projects, etc,).
The practice of professional construction management applied to a capital improvement program of one or more projects from inception to completion. Program Management provides additional benefits such as standardization, leveraged purchasing and economies of scale. See Also: Construction Management
A meeting dedicated to the subject of progress during any phase of project delivery. May also be referred to as an OAC meeting (Owner Architect Contractor).
Partial payment of the contract amount periodically paid by the owner, upon approval by the CM and/or Architect, verifying that portions of the Work have been accomplished according to the progress reported in the payment request.
The total effort required in all phases from conception through design and construction completion to accomplish the owner's objectives.
The sum or target figure established to cover all the owner's costs of the project. It includes the cost of construction and all other costs such as land, legal and professional fees, interest, and other project‑related costs.
The actual cost of the entire project.
The use of integrated systems and procedures by a team of professionals during project design and construction. As applied to a construction project, Project Management can be used synonymously with Construction Management.
A document prepared by the CM, and approved by the owner, which defines the owner's goals and expectations including scope, budget, schedule, and quality and the strategies to be used to fulfill the requirements of the project.
A detailed definition of the project team responsibilities and authority, project systems, and procedures.
Initially consists of the owner, design professional, and CM. Thereafter, as prime construction contractors are engaged they are added to the Team.
A list made near the completion of the construction work indicating items of work that remain unfinished, do not meet quality or quantity requirements as specified or are yet to be performed by the contractor prior to completing the terms of the contract. Referred to as a Snag List in European and Australian markets. When enabled on a project in your company account, Procore provides a Punch List tool (see Punch List).
Short for Project Executive.
Short for Quality Assurance.
Short for Quality Control.
The degree to which the project and its components meet the owner's expectations, objectives, standards, and intended purpose; determined by measuring conformity of the project to the plans, specifications, and applicable standards.
The application of planned and systematic methods to verify that quality control procedures are being effectively implemented. Abbreviated as QA.
The continuous review, certification, inspection, and testing of project components, including persons, systems, materials, documents, techniques, and workmanship to determine whether or not such components conform to the plans, specifications, and applicable standards. Abbreviated as QC.
The process of planning, organization, implementation, monitoring and documenting of a system of policies and procedures that coordinate and direct relevant project resources and activities in a manner that will achieve quality. See also Quality.
A two-dimensional, matrix-style barcode label that can be read by an optical reader and contains information about the item to which it is affixed. In Procore, you can generate QR codes for different uses. See Generate a QR Code for a Submittal and Generate a QR Code for a Location.
Short for Quick Response Code.
See As-Built Drawings.
In Procore, a related item is link between two Procore objects. It is an option that's available in many Procore tools (i.e., Commitments, Documents, RFIs Submittals, and Transmittals). For example, if you are creating a submittal, you might want add a Procore drawing of the installation location or a photo of the item to be installed as a related item on the submittal. If you are adding a new punch item, you might want link a Potential Change Order (PCO) or a Commitment Change Order (CCO) as a related item, so the subcontractor can view the costs associated with the punch item.
Short for Request for Information.
In Procore, an RFI manager is the person responsible for overseeing an RFI throughout its lifecycle. This person is the gatekeeper between the RFI's Creator and the Design Team and is responsible for reviewing all Draft RFIs and either (1) providing a response to the RFIs and closing them out, or (2) opening the draft RFIs, assigning them a number, and then assigning them to the appropriate member of the design team, who then provides a response to the RFI's question.
Short for Request for Payment.
Short for Request for Quotation.
Role-Based Permissions (RBP) define which Procore tools users can gain access to, as well as what information users can edit or see. In Procore, RBP is comprised of these concepts: (1) Roles and (2) Permission Templates. Roles are a set of access permissions which can be granted to a group of users by creating permission template for a specific role (i.e., Accounting, Document Control, or Project Engineer) and then associating users with the permission template.
Short for Real Time As-Builts.
Denotes a 'Commitment' line item type for Prime Contracts.
SAML is short for Security Assertion Markup Language.
SAP is short for Systems, Applications & Products in Data Processing. SAP products are developed by SAP SE—a multinational corporation that offers a wide range of ERP applications.
A list of basic contract segments in both labor and material, where each line item consists of a description of a portion of work and a related cost and the sum of the lines of the contract equals the total contract price. Generally used to determine progress payments to contractor(s). Abbreviated as SOV.
See Scope of Work.
Changes that expand or reduce the requirements of the project during design or construction. May be related to change orders.
The division of work to be performed under a contract or subcontract in the completion of a project, typically broken out into specific tasks with deadlines. Abbreviated as SOW.
Short for Schematic Design.
The Security Assertion Markup Language (SAML) is an open-standard, XML-based data format technology that organization's commonly use to exchange user authentication and data authorization information between an identify provider an a web application or service provider. The Procore web application can be configured to work different SAML-based Single-sign on (SSO) integrations. See Okta SSO (SAML 2.0) and Azure Active Directory SSO.
Sequential Approval is a default configuration option that defines the approval process used when reviewing submittals. It routes submittals to reviewers in sequential order, as defined in the submittal's approval workflow. Each reviewer must respond the submittal before it is passed along to the next reviewer.
A set date refers to the date that a drawing was issue. This is different from the date that the drawing was first uploaded to Procore.
Drawings typically prepared by the contractor or sub, based upon the contract documents and provided in sufficient detail that indicate to the designer that the contractor intends to construct the referenced work in a manner that is consistent with the design intent and the contract documents. Many trades submit shop drawings, a few examples include: Structural Steel, Doors and Frames, and Concrete Reinforcing.
The planning and scheduling of prime contractor(s) activities on site, for the short duration or "foreseeable future" usually developed on a week-by-week basis using milestones for planning intervals and coordinated by Construction Management personnel. Also known as Rolling Schedule, Look Ahead Schedule, and Short Interval Schedule.
Short for International System of Units.
See Punch List.
Short for Service Provider.
Refers to Special Conditions of the Contract for Construction. See Supplementary General Conditions.
The designation for various professionals, including engineers, architects, designers and other experts, who provide expertise in specialized fields.
Short for Standard Operating Procedure.
Short for Schedule of Values.
Short for Scope of Work.
The period prior to occupancy when systems are activated and checked out, and the owner's operating and maintenance staff assumes the control and operation of the systems.
Short for Sage Timberline Office. A product that has since been renamed Sage 300 Construction and Real Estate (CRE). See Sage 300 CRE.
A contractor who has a contract with a prime contractor to perform work.
In Procore, a sub job allows you to compartmentalize job costs within a project. Once they are added to Procore (or imported via an integrated ERP system) you can monitor your project budgets and costs against them to help you better determine if you are making money on your project. For example, if your project is a multi-story commercial building, you might want to create a separate sub job for the build of each floor. Or, if your project is a multi-unit development, you might want to create a separate sub job for each individual structure.
A submittal refers to the written and/or physical information provided by a responsible contractor (i.e., contractors and subs) to the general contractor. This information is submitted to the design team for approval of equipment, materials, etc. before they are fabricated and delivered to the project. Submittals can be presented in various formats, such as shop drawings, cut sheets on equipment, and material samples. Submittals are required primarily for the architect and engineer to verify that the correct products and quantities will be installed on the project in compliance with the design documents/contract documents. When enabled in your company's Procore account, Procore provides a Project level Submittals tool.
In Procore, a submittal manager is the person responsible for overseeing a submittal throughout its lifecycle. If you create a submittal and have 'Standard' or 'Admin' level permission to the Submittals tool, your name appears as the 'Submittal Manager' by default. However, users with 'Admin' level permission to the Submittals tool have the ability to assign the submittal manager role to any Procore user who has been granted 'Standard' or 'Admin' level permission to the Submittals tool (Note: Users with 'Standard' permission do not have permission to change the submittal manager). The 'Submittal Manager' field lets you change ownership of a submittal, when the person who created a submittal (or that submittal's current manager) is no longer a member of the project team.
A submittal package is a container that stores one or more submittals. Typically, a general contractor creates submittal packages that list all of the individual submittals specific to a particular trade or subcontractor. For example, one might create a submittal package to contain all of the plumbing-related submittals in a commercial building project.
Submittal Schedule Calculations is a back end configuration option where the estimated response due dates are automatically calculated with a predefined lead time (e.g. five (5) days), which helps facilitate the timely responses from designated reviewers in the submittal's approval workflow. See Request to Enable Submittal Schedule Calculations.
Submittal Workflow is a default configuration in Procore that defines the approval framework that is applied to a project's submittals. With this framework, submittals are managed at the item level, which forces approvers to review each individual submittal item and submit a separate response (e.g., approve, reject, etc.) for each submittal.
When using Procore to manage your project's submittals process, a submitter is the term that identifies the person who has provided the information contained within a submittal (e.g., drawings, plans, documents, etc.) to the general contractor so that the design team can review and approve the submittal. Typically, the person designated as being in the submitter role on a submittal is a contact that works for the responsible contractor (i.e., a subcontractor or a construction manager).
The date, certified by the design professional or CM or both, that a contractor has reached that stage of completion when the owner accepts use of the facility for its intended purposes, even though all work is not completed.
See Additional Services.
Short for Storm Water Pollution Prevention Plans.
In Procore, a number of tools let you add tags/keywords to a record. When you have a large number of records, this makes it easier for users to use the tool's search feature to find the records marked with those tags/keywords
The application of specific procedures to determine if work has been completed in the prescribed manner and at the required levels of workmanship.
Construction contractors who specialize in providing and/or installing specific elements of the overall construction requirements of a complete project.
The study to define the comparative values and risks of a substitution or exchange of a design component. The trade-off can identify both monetary and functional values. Also known as Alternatives Analysis.
In Procore, a transmittal is a record that acts much like a packing slip to record the documents, drawings, goods, materials, samples, supplies that are transferred between entities on a project.
Short for Universal Naming Convention.
A unique identifier is a string that identifies an entry in a system. The unique identifier for a Procore user account is the user's email address. This means that two users cannot have the same email address.
Abbreviated as VE. A specialized cost control technique, which utilizes a systematic and creative analysis of the functions of a project or operation to determine how best to achieve the necessary function, performance, and reliability at the minimum life cycle cost. VE seeks improve the "value" of goods or products and services by using an examination of function. Typically VE is pursued in an attempt to lower overall project costs or costs of a particular building system i.e. HVAC.
Short for Virtual Business Card.
A warranty, sometimes called guarantee, defines and limits the responsibility of contractors for repairs of the construction project, both during and after completion of construction. Warranties are furnished by the subcontractors and general contractor to the owner of a project. Warranties establish the standards for determining defective work. Most construction warranties are express warranties and are required in the construction agreement, general conditions, plans or specifications, supplementary general conditions. Typical subjects of warranties are:
All construction-incorporating labor, material and equipment required by the contract documents.
A wet signature refers to a physical signature on a paper document. It's a term that's often used to describe whether an authorized document was physically signed with a pen, as opposed to being authorized via an electronic/digital signature (i.e., e-signature).
 "Glossary of Construction Management Terms." Construction Management Standards of Practice. Construction Management Association of America, 2010. Web. Retrieved 11 Nov 2016 (http://cmaanet.org/cm-glossary).
 Boswall, R. Glen. Builders Risk Insurance. Clark Wilson LLP, Vancouver. 2005. PDF. Retrieved 22 Nov 2016, from https://www.cwilson.com/publications...-insurance.pdf.
 Merriam-Webster.com. Retrieved 22 Nov 2016, from http://www.merriam-webster.com/dictionary.