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Launch


Tasks

 

Procore Launch Call 

Your Implementation Manager will explain the recommended steps for successfully rolling out Procore across your company. You will review your completed Implementation Plan and go over business objectives, as well as develop a strategy and timeline for your company rollout. Following the initial overview, you and your IM will get into Procore and set-up some of your initial account configurations.


 

Configure Account Settings

During the Procore Launch Call you and your Implementation Manager will ensure that you have a solid understanding of the following configurations so that you will be prepared to begin training and consultations.

  Set Your Company Settings
  Create Project Roles
  Create Project Dates
  Add Custom Project Stages 
  Add Multiple Office Locations
  Add Project Dates


 

Configure a Project Template

Before you create new projects in your Procore account, your company administrator(s) must first create a project in your account that will serve as the "template" for creating future projects. This project template will help ensure that any new projects that are created in your Procore account will have the same configurations and settings, such as a default folder structure, active tools, cost codes, etc. 

  Configure Default Project Template


 

Procore Form Customizations (Optional)

Standard PDF forms are available for almost every tool in Procore. However, you can customize the PDFs to match the layout of your existing forms. For example, you can add your company's logo, contact information, as well as include additional fields and related information. You can also create custom tabs/tools that will appear as Project level tools or create custom workflows that match your existing business processes.

  Custom Forms


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Last modified
01:29, 5 May 2017

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