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  • What are the different change order tier settings in Project Financials?
    https://support.procore.com/faq/what-are-the-different-change-order-tier-settings-in-project-financials
    Describes the supported change order tier settings in Procore's Project Financials tools.
  • 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).
  • Create New Custom Fields
    https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/create-new-custom-fields
    How to create custom fields that can be used for project tools in Procore.
  • What are "related items" in Procore?
    https://support.procore.com/faq/what-are-related-items-in-procore
    Describes what a related item is in Procore's tools.
  • How does Procore calculate an invoice's 'Current Payment Due' amount?
    https://support.procore.com/faq/how-does-procore-calculate-an-invoices-current-payment-due-amount
    Describes how Procore calculates the amount in the 'Current Payment Due' field on upstream and downstream invoices.
  • What are the DocuSign® fields and can I customize them?
    https://support.procore.com/faq/what-are-the-docusign-fields-and-can-i-customize-them
    Describes the default recipients in an envelope when using DocuSign® with Procore's Project Financials tools.
  • Which Microsoft Excel file versions can be attached to items in Procore?
    https://support.procore.com/faq/which-microsoft-excel-file-versions-can-be-attached-to-items-in-procore
    Explains that the .XLS file format associated with Microsoft Excel (Version 2007 and earlier) has reached its end-of-life and is not supported in Procore.
  • Import a Funding Schedule of Values from a CSV File
    https://support.procore.com/products/online/user-guide/project-level/funding/tutorials/import-a-funding-schedule-of-values-from-a-csv-file
    How to import a Funding Schedule of Values (SOV) from a CSV file.
  • Add Financial Markup to Funding Change Orders
    https://support.procore.com/products/online/user-guide/project-level/funding/tutorials/add-financial-markup-to-funding-change-orders
    How to add financial markup to Funding Change Orders (FCOs).
  • Edit a Funding
    https://support.procore.com/products/online/user-guide/project-level/funding/tutorials/edit-a-funding
    How to edit a funding on a project.
  • Export a Funding Invoice
    https://support.procore.com/products/online/user-guide/project-level/funding/tutorials/export-a-funding-invoice
    How to export a funding invoice to the CSV, PDF, or PDF with Attachments file format.