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Reusable Text Snippets

Overview

Create a text snippet when content can be shared in multiple articles. As a general rule of thumb, if the same statement can be reused in two (2) or more articles, create a snippet for it.

Admin Tool

Locations Manager: Supported Procore Tools

The list details the Procore tools and tasks that include a 'Locations' drop-down list that interacts with the project Admin tool's Locations Manager (a.k.a., tiered locations): 

Logo Requirements

  • Supported file formats: GIF, JPG, and PNG (Note: BMP and TIFF files are NOT supported). 
  • Always resize your logo to 200 x 70 pixels (width x height) before uploading it. Most commonly-used image editing programs provide users with the means to either resize and/or rescale your logo. See the Help system for your specific image editing program for more information. 
    Important! Procore will proportionally rescale any image that does NOT meet the stated size requirements. Depending on the dimensions of your original logo, not resizing your logo to meet the image requirements can result in mild or extreme image distortion after the upload.

Notes: Resize Logo

Notes:

  • ​​For best results, always resize the logo image to 200 x 70 pixels (width x height) and save it in the GIF, JPG, or PNG format before you upload it. 
  • To resize your logo image, open the logo file in a raster-based image editor (i.e. Paint, Paint.NET, Photoshop, etc.). Next, save a copy of the logo as an image file to your computer. Then adjust the image size to 200 x 70 pixels.

Asta Powerproject

Supported File Formats

Note: An asterisk (*) denotes that the file format uses the PP file name extension. 

  • Easyplan 6*
  • Easyplan 5*
  • Easyplan 4*
  • Easyplan 3*
  • Easyplan 2*
  • Powerproject 13.0.0.3*
  • Powerproject 12*
  • Powerproject 11*

Common Page Elements

Attachments (Field)

Attachments. Attach any relevant files. You have these options:

  • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
    OR
  • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.

Customer Success

For assistance

For assistance, contact your Procore point of contact or send an email to support@procore.com.

Training Webinar Description

Join Procore's Customer Success Strategic Advisors for our Daily Training Webinars. Each session is designed to help you learn Procore's full suite of tools. We'll cover a series of topics and tools during each webinar. During each session, you are given the opportunity to submit questions to our expert team, and get answers in real-time. If you are unable to attend the live training, you can also view a previously recorded session on learn.procore.com.

(Note: All attendees will receive a recorded version of the training after the session.)

Directory

Create Permission Templates: Limitations

Permission templates must be added and edited in the Company level Directory tool.

Default Permission Levels

  • None. Users have no access permission to the tool.
  • Read-only. Users have view-only access permission to the tool, but no editing permission. 
  • Standard. Users have limited access permission to the tool.  They can create items, and assign items to other user's who have 'Admin' level permission to the tool. They can also be assigned to respond to items that require them to perform further actions in the tool. 
  • Admin. Users have full authority to use all functions of the tool, including configuration capabilities. 

Default Permission Templates

Depending upon the nature of your business as a Procore client (e.g., are you doing business as an architecture firm? as a general contractor? as a project owner/client? or as a subcontractor?), the Procore web application will be set up with a different set of default permission templates for each 'client type'. 

The table below details Procore's four (4) client types and its corresponding list of default permission templates. 

If your Procore client type is… These are the default permission templates for your Procore account…
Architect Architect/Engineer - Internal
Consultant - External
General Contractor - External
General Contractor - Superintendent
Owner/Client - External
Subcontractor/Vendor - External
General Contractor Architect/Engineer - External
Foreman/Superintendent-Internal
Owner/Client - External
Project Manager - Internal
Subcontractor - External
Owner/Client Architects/Engineers - External
Foreman/Superintendent - External
Project Manager - Internal
Project Manager - External
Subcontractor/Vendor - External
Subcontractor Architects/Engineers - External
Foreman/Superintendent - Internal
GC - External
Project Manager - Internal
Subcontractor/Vendor - External

Note: Templates are named 'Internal' to indicate that they are employees of your company. 'External' indicates that the permission sets associated with that role are typically assigned to Procore users who are NOT your company's employees. 

Permissions Matrix: Icons

The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

Icon Color Definition
GREEN The user has been granted this access permission level to the tool.
RED The user has NOT been granted this access permission to the tool.
GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permission template?). To change the user's access permission level, follow the steps in Manage Permission Templates

Permissions Matrix: Job Role Statement

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Person-User-Contact

In Procore, a person is a record that can be created for both (1)  Procore Users and (2) Vendor/Company Contacts. 

  • A Procore User is a person who will be logging into your organization's Procore account so that they can add and enter information in your company's Procore account.
  • A Vendor/Company Contact is a person who will NOT be invited to log into your company's Procore account for the purpose of entering data in the Procore application (i.e., a subcontractor, supplier, vendor, or another contact for a third-party business entity). 

All people added to Procore are created the same way. The only difference between the two is whether or not you choose to invite a person to log into Procore. 

Emails Tool

Important Statement About Private Messages

If a user with 'Admin' level permission to the project's Emails tool has created a 'Default Distribution' list (see Configure Advanced Settings: Emails), members of the default distribution list will receive ALL emails that have either been created in or sent from the Emails tool. Members will also receive all messages sent to the Emails tool via the inbound email address. This includes emails that have been marked 'Private'.

ERP Integrations

Accounting Approver

  • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
    AND
  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 

Category Limitation for QuickBooks

When the ERP Integrations tool is configured for QuickBooks, categories are NOT utilized in Procore. This is because QuickBooks does not support the 'Categories' concept. It is also important to note that QuickBooks 'Classes' are not equivalent to Procore 'Categories'.

ERP Link Icons

For companies that have enabled the ERP Integrations tool to work with an integrated ERP system (e.g., Dexter + Chaney Spectrum, QuickBooks, or Sage 300 CRE), color-coded icons appear to help you quickly identify the state of the data. 

Icon Color Definition
OLIVE Data has been retrieved from the ERP Integrations tool. 
OR
Data has been rejected in the ERP Integrations tool by an accounting approver.
GREEN Data is synced with a third-party ERP system.
BLUE Data been sent to the ERP Integrations tool for acceptance by an accounting approver. 

Project Templates (Portfolio Tool)

If your company has enabled the ERP Integrations tool:

Retrieve a CCO from ERP Integrations

  • 'Admin' level permission on the Commitments tool.
    AND/OR
  • 'Admin' level permission on the Change Orders tool.

Send a CCO to ERP Integrations

  • 'Admin' level permission on the project's Commitments tool.
    AND
  • 'Admin' level permission on the project's Change Orders tool.
    (Note: Typically, the project manager is responsible for sending an approved Commitment Change Order (CCO) to the ERP Integrations tool for acceptance by an accounting approver. See What is the accounting approver role?).

Send to ERP Button

(Notes:

  • If the Send to ERP (or Re-send to ERP) button is grayed out and unavailable, hover your cursor over the question mark (?) to learn why. Typically, its because the project's ERP data has not yet been synced or because the item does not meet the minimum requirements (see above). 
  • If the Retrieve from ERP button appears, the data has already been sent to the ERP Integrations tool). 

Sub Jobs

If your company has enabled the ERP Integrations tool:

To Send a Commitment to ERP Integrations

If your company has enabled the ERP Integrations tool:

  • In order to send the commitment to the ERP Integrations tool to be accepted for export by an accounting approver:
    • For Dexter + Chaney, the commitment must have at least one (1) Schedule of Values (SOV) line item with a cost code from the Spectrum project. The cost code must be assigned to at least one (1) category. Category assignments must always be updated in Spectrum. 
    • For QuickBooks, the commitment must have at least one (1) SOV line item with a QuickBooks cost code. The cost code does not need to be assigned to a category, because QuickBooks does not support the category concept.
    • For Sage 300 CRE, the commitment must have at least one (1) SOV line item with a Sage 300 CRE cost code. In addition, the cost code must be assigned to at least one (1) category. You can update category assignments in Procore (see Assign Default Categories to Cost Codes).

 

Integrations

For Customer Support Related Questions

For customer support related questions, please follow the guidelines below:

Not Built by Procore Technologies, Inc.

1 This integration is built by a third-party system integrator and is not built by Procore Technologies, Inc. Your company's primary point of contact should direct all support-related questions to the system integrator and not Procore Support.

Internationalization

Supported Dictionaries

Menu Option Language (Region) Description Examples
en English This is the default language dictionary.   
en-GB English (United Kingdom) This is a commonly used dictionary in the United Kingdom and Commonwealth countries (i.e., Canada and Australia). 

Punch List = Snag List

Safety Log = Safety Violation Log

en-AU English (Australia) This is a commonly used dictionary in Australia  
en-international International English This is an English dictionary used in non-Commonwealth countries (e.g., Not United Kingdom, Canada, or Australia).   
en-budget English This is an English dictionary that changes the Point-of-View (POV) in Procore so it is budget-centric. If enabled, you must also enable the international date format in Procore. See Superuser: Enable International Date Format. English (en):  "This setting cannot be changed because there are already Prime Contract change orders on this project."
English International (en-budget): "This setting cannot be changed because there are already Budget change orders on this project."
en-owner English This is an English dictionary that changes the Point-of-View (POV) in Procore from a General Contractor to an Owner.   
es Spanish This is a Spanish language dictionary.   
pt Portuguese This is a Portuguese language dictionary.   
fr French This is a French language dictionary  

Portfolio

Password Requirements

  • Must be at least 8 characters
  • Must contain at least one upper case character
  • Must contain at least one lower case character
  • Must contain at least one numeric character
  • Must contain at least one of the following special characters (!@#$%^&*)

Project Limits

Note: If your company account has a project limit, a banner will appear at the top of the page to notify you when your project limit has been reached. 

View Icons

The table below describes each icon. 

Icon… When ORANGE, means this view is active…
List View
Thumbnail View
Overview View
Map View

 

Submittals

For Companies Using Custom Submittal Responses

If your company has created custom submittal responses for use with the project's Submittals tool (see Create Custom Submittals Responses), the responses have been customized to fit the specific needs of your organization. See your company's Procore Administrator or the Submittals Manager for information about the proper use for each response on your project.

Default Submittal Responses

For responses marked with an asterisk (*) below, you can only change the default value in Procore to one (1) custom value. For responses not marked with an asterisk, you can create up to twelve (12) custom values. By default, the system provides nine (9) submittal responses, which include the following:

  • APPROVED
    Indicates that work may proceed. Some organizations might want to rename this ‘REVIEWED’.
  • APPROVED AS NOTED
    Indicates that work may proceed provided that it complies with the notations or corrections on the submittal and contract documents. Some organizations might want to rename this ‘APPROVED AS CORRECTED’ or ‘FURNISH AS NOTED’ or ‘REVIEWED CORRECTIONS NOTED.’
  • FOR RECORD ONLY
    Indicates that the submittal has been received and is being retained for record-keeping purposes. Some organizations may want to rename this ‘RECORD’ or ‘RECORD ONLY.’
  • FORWARDED FOR REVIEW*
    This response is only visible and available when the ‘Enable Sequential Approval Workflow’ and ‘Enable Sequential Approval Reassignment’ settings are enabled on the project. These settings can only be turned ON by your Procore point of contact. The response indicates that one (1) of the reviewer’s on the submittal workflow have forwarded the submittal to another Procore user for review. See Forward a Submittal for Review with Sequential Approval.
  • PENDING*
    Indicates the submittal is not ready to move forward in the approval workflow. If sequential approval is enabled, the submittal will not move to the next reviewer in the workflow. If parallel approval is enabled, the submittal is in the ‘NOT YET ANSWERED’ state .
  • REJECTED
    Indicates that the submittal is not in compliance with the contract documents and work may NOT proceed on the submittal. Some organizations may want to create responses with more detail, such as ‘DISAPPROVED’ or ‘REJECTED INCOMPLETE’.
  • REVISE AND RESUBMIT
    Indicates that the submittal is NOT in compliance with the contract documents and work may NOT proceed until a revision of the submittal is resubmitted to the approval process. Some organizations may want to create responses such as, ‘AMEND AND RESUBMIT’.
  • SUBMITTED*
    Indicates that the submittal and all of its supporting documentation has been submitted and that the Submittal Manager can now submit it to the design team for review.
  • VOID
    Indicates that an official response on the item has been discharged. For example, a reviewer might choose this option if submittal duplicates an existing submittal. Some organizations may want to create responses such as, ‘INVALID’ or ‘NO ACTION TAKEN’.

Important! It is important for your organization to define, in legal terms, your own definition for each submittal response. The definitions provided here are solely intended to be used as a guideline for specifying your definitions for each response.

Superuser Only

Superuser Doc Team Only

Superuser Draft

Whitelist

To provide Procore customers with the most reliable and secure service possible, Procore provides our customers with the following recommended list of domains and IP addresses to whitelist for Procore. 

Procore Whitelist

  • Domains:
    • app.procore.com
    • procoretech.com
  • Content Delivery Network (CDN):
    • fastly.net
  • Simple Mail Transfer Protocol (SMTP):
    • smtp.sendgrid.net
  • IP Addresses:
    • 167.89.24.90
    • 167.89.23.21
    • 167.89.22.86
    • 167.89.36.250
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Last modified
11:24, 2 May 2017

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