Project Directory - FAQ
- Last updated
- Save as PDF
- Can I add personal avatars or profile photos for other users?
- Can I change a person's email address in the Directory?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Can I receive weather delay alerts by phone or email?
- Can a person be associated with multiple vendor/company records in the Company Level Directory Tool?
- Do markups carry over from one revision to the next?
- FAQ Template
- How can I troubleshoot an issue with the Procore Web Application?
- How do I add an avatar or profile photo to Procore?
- How do I return to the Company level?
- How do I revoke project access for a Procore user?
- How do I use Tags/Keywords in Procore?
- How do I verify an Australian Business Number (ABN)?
- How do Responsibilities Translate to someone's Permissions?
- I thought I added a user, but now I can't find that person. What happened?
- What are configurable fieldsets and which Procore tools support them?
- What are the Roles and Responsibilities for a Submittal?
- What are the Roles and Responsibilities for an Action Plan?
- What are the Roles and Responsibilities for an Inspection?
- What are the Roles and Responsibilities for an RFI?
- What are the default permission levels in Procore?
- What are the default project permissions templates in Procore?
- What are the default statuses for insurance in Procore?
- What does each Change Reason mean?
- What does each Observation Type mean?
- What fields are searched in the Directory tool?
- What fieldset configurations are recommended for configurable fieldsets?
- What granular permissions are available for the Company level Directory tool?
- What granular permissions are available for the Project level Directory tool?
- What happens if I have duplicate company records in Procore's Company Directory?
- What happens when companies and users are added from the Procore Construction Network to the Company Directory?
- What is Correspondence?
- What is a 'contact' in Procore and which project tools support the concept?
- What is a Master Project Schedule?
- What is a Submittal Due Date?
- What is a Submittal Final Due Date?
- What is a Submittal Issue Date?
- What is a Submittal Manager?
- What is a Submittal Required On-Site Date?
- What is a Submittal Returned Date?
- What is a Submittal Sent Date?
- What is a Submittal Submit By Date?
- What is a company admin?
- What is a permissions template?
- What is an advanced search symbol in Procore?
- What is an assignable permissions template?
- What is the difference between 'Resource Tracking' and 'Resource Management'?
- What is the difference between a distribution group and distribution list in Procore?
- What is the difference between accepting a Procore Invitation and creating a Free Procore Company Account?
- What is the maximum character length for a 'Company Name' in the Directory tool?
- What makes a good RFI?
- What markups are available in Drawings?
- What standard trades are available in Procore?
- What's the Difference between Correspondence and Submittals?
- What's the Difference between an Action Plan and Inspection?
- What's the Purpose of each tool in Avangrid's Procore?
- What's the difference between Submittal Status and Response?
- What's the difference between a Payment Application and Invoice?
- When does the Ball in Court change on an RFI?
- Which External Permission Template should I assign?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore fields correspond to fields in DocuSign©?
- Which Procore tools support 'Classifications'?
- Which Procore tools support granular permissions?
- Which RFI Manager should I select?
- Which fields in the Directory tool can be configured as required, optional, or hidden?
- Which insurance fields in a Procore company sync with Sage 300 CRE vendors?
- Which tools should be active for my project?
- Who can see users listed in a Project Directory?
- Who has Access to Private Documents in Procore?
- Who is the Admin for each Tool?
- Who is the Responsible Contractor on an RFI?
- Who receives notification emails when a vendor's insurance expires?