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About 60 results
  • What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
    https://support.procore.com/faq/what-tool-names-and-terms-are-different-in-procore-for-general-contractors-owners-and-specialty-contractors
    The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other...The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. To access the dictionary preferred by owners or specialty contractors, you will first need to work with your Procore Administrator at your company and your Procore point of contact (who can change your company's default dictionary).
  • Add Items to a Cost Catalog from Estimating
    https://support.procore.com/products/online/user-guide/project-level/estimating/tutorials/add-items-to-a-cost-catalog-from-estimating
    How to add items to a cost catalog from the Estimating, Bid Board, or Portfolio Planning tools.
  • Run Auto Count Takeoffs
    https://support.procore.com/products/online/user-guide/project-level/estimating/tutorials/run-auto-count-takeoffs
    To add run auto count takeoffs in the Estimating, Bid Board, or Portfolio Planning tools.
  • Copy a Group to Another Project
    https://support.procore.com/products/online/user-guide/project-level/estimating/tutorials/copy-a-group-to-another-project
    How to copy a group from one project to another project in the Estimating, Bid Board, or Portfolio Planning tools.
  • Submit a Bid Proposal
    https://support.procore.com/products/online/user-guide/company-level/bid-board/tutorials/submit-a-bid-proposal
    How to submit a bid proposal in the Bid Board or Portfolio Planning tool.
  • Delete Documents from a Bid Board Project
    https://support.procore.com/products/online/user-guide/company-level/bid-board/tutorials/delete-documents-from-a-bid-board-project
    How to delete drawings or attachments from a project's Documents tab in a Bid Board project in the Estimating, Bid Board, or Portfolio Planning tools.
  • Manage Bids from the Bid Board
    https://support.procore.com/products/online/user-guide/company-level/bid-board/tutorials/manage-bids-from-the-bid-board
    How to manage bids from the Bid Board or Portfolio Planning tool.
  • Set a Bid Board Project as a Template
    https://support.procore.com/products/online/user-guide/company-level/bid-board/tutorials/set-a-bid-board-project-as-a-template
    How to set a Bid Board or Portfolio Planning project as a template in Procore.
  • Assign a Budget Code in an Estimate in the Bid Board and Portfolio Planning Tools
    https://support.procore.com/products/online/user-guide/company-level/bid-board/tutorials/assign-a-budget-code-in-an-estiamte-in-the-bid-board-tool
    How to assign a budget code to an estimate group or line item using the 'Create Budget Code' button in the Bid Board and Portfolio Planning tools.
  • Add Takeoffs
    https://support.procore.com/products/online/user-guide/project-level/estimating/tutorials/add-takeoffs
    How to add takeoffs for a project in Procore's Estimating, Bid Board, or Portfolio Planning tools.
  • Configure Settings: Bid Board
    https://support.procore.com/products/online/user-guide/company-level/bid-board/tutorials/configure-settings-bid-board
    How to configure settings for the Bid Board or Portfolio Planning tools.