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.
Steps
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, we recommend starting by adding users in bulk from your Company's Directory. See Bulk Add Users and Companies to a Project Directory. If there are any new collaborators that you need to add, see Add a User Account to the Project Directory.
Note: Adding a person to the Project Directory automatically adds them to the Company Directory.
- The Project Directory is a directory of the project's collaborators contact information. To set up the directory, we recommend starting by adding users in bulk from your Company's Directory. See Bulk Add Users and Companies to a Project Directory. If there are any new collaborators that you need to add, see Add a User Account to the Project Directory.
- Documents
- Review the functionality of the Documents tool. This is where you can store project-specific documents that need to be accessed in the field.
- Go Mobile
- The best way to use Procore on a job site is by installing our mobile application on your smartphone or tablet. For iOS devices, see How do I download Procore's iOS mobile application? For Android devices, see How do I download Procore's Android mobile application?
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.
- See Contact Support for information about how to contact Procore's Customer Support Team.
- Participate in Webinars
- Monthly Update: Attend live product demonstrations detailing Procore's newest features and enhancements. Click here to register.
- Deep Dives: View upcoming session dates and series schedules for Procore's in-depth webinar sessions. Click here to view the sessions.
See Also
Check out the Project Manager / Project Engineer Learning Path for more tutorials and FAQs.