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Procore

How do I set up a project in Procore?

Background

You are a Project Manager or Project Engineer and have been invited to run a project in Procore. Soon, you'll oversee all aspects of the project, and would like to know how to get started.

Learning Path: Project Manager (Course of Construction)

Answer

Although every company uses Procore differently, we have compiled the following steps for basic project setup and Procore training. 

1. Initial Training

  • Role-Based Certifications. Procore offers multiple, role-based certification courses that provide in-depth overviews of Procore's construction management software. See Procore Certification to learn more.
    The current course selection includes certifications tailored to the following construction roles:
    • Project Managers
    • Superintendents
    • Subcontractors
    • Architects
    • Engineers

2. Project Setup

  • Project
    • Follow this step-by-step tutorial to Add a New Project. Your project in Procore will be the hub for all of your documents, communication, and collaboration. 
  • Directory
    • The Project Directory is a directory of the project's collaborators contact information. To set up the directory, you'll want to start with a Bulk Add from your Company's Directory. If there are any collaborators that are missing from this list you'll want to Add a User Account to the Project Directory.
      (Note: Adding a person to the Project Directory automatically adds them to the Company Directory)
  • Documents
    • Review the functionality of the Documents tab. This is where you will store project-specific documents that need to be accessed in the field. 
  • Go Mobile

3. Resources

  • Support Site
    • Learn how to Navigate Procore's Support Site. The Support Site is filled with comprehensive and easy-to-navigate tutorials, answers to frequently asked questions, training videos, and more.
    • Chat support is available Monday through Friday, 7:00AM EST - 12:00 Midnight (EST) and Saturday through Sunday, 1:00PM-11:00PM (EST). 
  • Participate in Continued Training 

See Also