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Procore

Internal Project Manager / Project Engineer

  1. Last updated
    Jul 24, 2020
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Did you know?

Project Managers and Project Engineers are often running multiple jobs, and visiting different sites everyday. Typically, they use Procore to perform these key tasks:

  • Manage contracts
  • Manage change orders with subcontractors and owners
  • Manage project schedules
  • Interface with accounting
  • Award bids
  • Budget their project
  • Oversee drawing management

Are you Procore Certified?

Complete our role-based training course and earn a Procore Certified: Project Manager certificate. Click here to register.

thumb_pm-projectmanagement-sub-certification.png

  • Self-paced, online training course
  • All content is specifically designed to teach project managers how to perform all project related tasks in Procore.

To learn more about other certification courses, see Procore Certification.

Internal Project Managers and Project Engineers will typically have 'Admin' permission on every tool at the Project level.

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. Create Budget
  5. Create Prime Contract
  6. Configure Project Team
Bidding
  1. Update Company Level Directory
  2. Create Bid Package
  3. Distribute Bid Package
  4. Update and Redistribute Bid Package
  5. Review Submitted Bids
  6. Select and Notify Winning Bidders
  7. Create Commitments
  8. Update Project Level Directory
  9. Update Bidding Tool Configuration Settings

Course of Construction

 

Documentation Management ​
  1. Upload and Manage Project Schedule
  2. Manage Documents | Training Video
  3. Upload Drawings  | Training Video
  4. Add and Publish Drawing Markups
Financial Management 
  1. Manage Budget | Training Video
  2. Manage Prime Contract
  3. Manage Commitments (Purchase Orders and Subcontracts)
  4. Create an Owner Invoice
  5. Create Prime Contract Change Orders
    1. Create a Potential Change Order for a Prime Contract
    2. Create Change Order Requests (COR)
  6. Create Commitment Change Orders
Interactions with General Contractor
  1. Assign RFIs
  2. Create and Assign Submittals
  3. Create a Meeting
Interactions with Vendors/Subcontractors
  1. Create Purchase Orders (Commitments)
  2. Create Subcontracts (Commitments)
  3. Add Payments Issued
  4. Create Punch List | Training Video
Monitor Project Activity
  1. View Project Dashboard
  2. View Daily Log
  3. Manage Inspections
  4. Manage Photos
  5. Manage Reports
  6. Create Custom Reports

 

Post Construction

 

Documents
Documents
Post-Construction
Post-Construction
Project
Manager
Project...
Admin/
Settings
Admin/...
Punch List
Punch List
Project Close-out
  1. Close Punch Items
  2. Extract Project Data Using Procore Extracts
  3. Change the project's status to Inactive. See Change the Status of a Project to Active or Inactive.