Skip to main content
Procore

Search

Searching in
About 13 results
  • Who can I assign a task to?
    https://support.procore.com/faq/who-can-i-assign-a-task-to
    Tasks can be assigned to any user who has 'Standard' or 'Admin' level permissions to the project's Tasks tool. Your permission level determines who you are able to assign tasks to. As a user with 'Sta...Tasks can be assigned to any user who has 'Standard' or 'Admin' level permissions to the project's Tasks tool. Your permission level determines who you are able to assign tasks to. As a user with 'Standard' permissions to the Tasks tool, you can assign a task to: As a user with 'Admin' permissions to the Tasks tool, you can assign a task to:
  • Delete a Meeting Template
    https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/delete-a-meeting-template
    How to delete a company level meeting template so it is no longer available for use with the project's Meetings tool.
  • (Beta) Clone Change Events
    https://support.procore.com/products/online/user-guide/project-level/change-events/tutorials/clone-change-events
    How to clone a change event so you do not need to manually recreate it.
  • Who can view bids within a free Procore account?
    https://support.procore.com/faq/who-can-view-bids-within-a-free-procore-account
    An overview of who can view bids in a Procore Construction Network account.
  • Sync Viewpoint® Vista™ Payments with Payments Issued in Commitments
    https://support.procore.com/products/online/user-guide/company-level/erp-integrations/viewpoint-vista/tutorials/sync-viewpoint-vista-payments-with-payments-issued-in-commitments
    How to sync payments made in Viewpoint® Vista™ with the Payments Issued tab in Procore commitments.
  • What happens when I import a Document Management file into the Drawings tool?
    https://support.procore.com/faq/what-happens-when-i-import-a-document-management-file-into-the-drawings-tool
    From the Drawings tool, users can open Document Management files, but only some data is shared after that.
  • Why can't I delete certain saved views in the Document Management tool?
    https://support.procore.com/faq/why-cant-i-delete-certain-saved-views-in-the-document-management-tool
    Some saved views and collections are system-provided and cannot be deleted, and some cannot be renamed or edited.
  • Configure Advanced Settings: Company Level Inspections
    https://support.procore.com/products/online/user-guide/company-level/inspections/tutorials/configure-advanced-settings-company-level-inspections
    How to set user permissions for each user on the Company level Inspections tool.
  • Subscribe to the Drawings Log
    https://support.procore.com/products/online/user-guide/project-level/drawings/tutorials/subscribe-to-the-drawings-log
    How to subscribe yourself and others to the drawings in the project's Drawings log.
  • Change Your Email Address in Procore Certification
    https://support.procore.com/certification/tutorials/change-your-email-address-in-procore-certification
    How to change your email in Skilljar so that it matches the email you log into Procore with.
  • Request a Signature on a T&M Ticket (iOS)
    https://support.procore.com/procore-mobile-ios/user-guide/tm-tickets-ios/tutorials/request-a-signature-on-a-tm-ticket-ios
    A company signee is a person with signature authority for the company performing the work requested in the ticket. A customer signee is a person with signature authority for the entity that requested ...A company signee is a person with signature authority for the company performing the work requested in the ticket. A customer signee is a person with signature authority for the entity that requested the labor, materials, or equipment being requested in the T&M ticket. If your 'Signee' doesn't respond to your email message with a signature, tap the Request Signature button at a later time to send a reminder about your request.