Getting Started
Recommended Learning Path for Internal Project Managers and Project Engineers
Project Managers and Project Engineers of an Owner/CM will typically have 'Admin' permission on every tool at the Project level.
Pre-Construction
Project Setup
- Create a New Project
- Upload Project Plans (Project Manual, Drawings, Bid Instructions, Addendums, etc.)
- Update Project Directory
- Configure Project Team
Course of Construction
Documentation Management
Financial Management
Interactions with Design Team
Interactions with Contractors
Monitor Project Activity
- View Project Dashboard
- View Daily Log
- Manage Inspections
- Manage Photos | Training Video
- Manage Reports
- Create Custom Reports
Post Construction
Project Close-out
- Close Punch Items
- Extract Project Data Using Procore Extracts.
- Change the project's status to Inactive. See Change the Status of a Project to Active or Inactive.