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Procore

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

Overview

Learning Path: Project Manager (Pre-Construction)

Project Setup
  1. Create a New Project
  2. Upload Project Plans (Project Manual, Drawings, Bid Instructions, Addendums, etc.)
  3. Update Project Directory
  4. Configure Project Team

Post Construction

Overview

Learning Path: Project Manager (Post Construction)

Project Close-out
  1. Close Punch Items
  2. Extract Project Information. Please contact your Procore point of contact for details.
  3. Change the project's status to Inactive. See Change the Status of a Project to Active or Inactive
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