Project Directory - FAQ
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?